Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Return 24.44%
 

Legal & General Group Plc, founded in 1836 by six lawyers in London, is a British multinational financial services company headquartered in London, renowned for its leadership in insurance, pensions, and investment management. Managing trillions in assets, the firm operates through key divisions like Legal & General Investment Management (LGIM), one of the UK’s largest asset managers, focusing on index funds, active strategies, and sustainable investing for institutional clients like pension funds. It also provides life insurance, retirement products, and general insurance, serving millions of customers with a strong emphasis on long-term financial security and infrastructure investment, such as affordable housing. With a heritage of stability and a modern push toward ESG (environmental, social, governance) principles, Legal & General remains a cornerstone of the UK financial landscape with a growing global presence.

This Quarter Return
+6.52%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$88.5B
AUM Growth
+$6.46B
Cap. Flow
+$2.09B
Cap. Flow %
2.36%
Top 10 Hldgs %
15.91%
Holding
2,846
New
52
Increased
1,289
Reduced
301
Closed
48

Sector Composition

1 Financials 16.44%
2 Healthcare 13.78%
3 Technology 12.76%
4 Communication Services 9.72%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GLAD icon
1626
Gladstone Capital
GLAD
$525M
$264K ﹤0.01%
18,040
+4,470
+33% +$65.4K
LAZ icon
1627
Lazard
LAZ
$5.25B
$264K ﹤0.01%
5,874
+700
+14% +$31.5K
VRTU
1628
DELISTED
Virtusa Corporation
VRTU
$264K ﹤0.01%
6,401
+1,285
+25% +$53K
PFS icon
1629
Provident Financial Services
PFS
$2.59B
$263K ﹤0.01%
12,884
MVC
1630
DELISTED
MVC Capital, Inc.
MVC
$263K ﹤0.01%
35,741
+8,558
+31% +$63K
APOG icon
1631
Apogee Enterprises
APOG
$903M
$262K ﹤0.01%
6,023
RMBS icon
1632
Rambus
RMBS
$9.26B
$261K ﹤0.01%
22,452
SMTC icon
1633
Semtech
SMTC
$5.23B
$261K ﹤0.01%
13,733
LQ
1634
DELISTED
La Quinta Holdings Inc.
LQ
$261K ﹤0.01%
19,130
+2,862
+18% +$39K
HRC
1635
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$260K ﹤0.01%
5,417
+377
+7% +$18.1K
SEMG
1636
DELISTED
SEMGROUP CORPORATION
SEMG
$260K ﹤0.01%
9,299
+1,059
+13% +$29.6K
MATV icon
1637
Mativ Holdings
MATV
$674M
$259K ﹤0.01%
6,124
KAMN
1638
DELISTED
Kaman Corp
KAMN
$259K ﹤0.01%
6,299
+1,371
+28% +$56.4K
GK
1639
DELISTED
G&K Services Inc
GK
$259K ﹤0.01%
4,107
AX icon
1640
Axos Financial
AX
$5.17B
$258K ﹤0.01%
12,212
OMCL icon
1641
Omnicell
OMCL
$1.46B
$258K ﹤0.01%
8,261
IMGN
1642
DELISTED
Immunogen Inc
IMGN
$258K ﹤0.01%
19,186
IPGP icon
1643
IPG Photonics
IPGP
$3.38B
$257K ﹤0.01%
2,880
+187
+7% +$16.7K
DRII
1644
DELISTED
DIAMOND RESORTS INTL, INC
DRII
$257K ﹤0.01%
10,067
+1,929
+24% +$49.2K
KBH icon
1645
KB Home
KBH
$4.48B
$256K ﹤0.01%
20,744
LCI
1646
DELISTED
Lannett Company, Inc.
LCI
$255K ﹤0.01%
1,585
ARIA
1647
DELISTED
Ariad Pharmaceuticals Inc
ARIA
$254K ﹤0.01%
40,302
+4,444
+12% +$28K
DPLO
1648
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
$254K ﹤0.01%
7,404
+1,152
+18% +$39.5K
PRK icon
1649
Park National Corp
PRK
$2.72B
$253K ﹤0.01%
2,753
SCS icon
1650
Steelcase
SCS
$1.93B
$253K ﹤0.01%
16,924
+1,006
+6% +$15K