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
+6.08%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$118B
AUM Growth
+$10.6B
Cap. Flow
+$5.18B
Cap. Flow %
4.4%
Top 10 Hldgs %
15.53%
Holding
3,325
New
37
Increased
1,950
Reduced
1,032
Closed
59

Sector Composition

1 Financials 16.7%
2 Technology 14.75%
3 Healthcare 12.91%
4 Communication Services 9.31%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VRTU
1626
DELISTED
Virtusa Corporation
VRTU
$1.52M ﹤0.01%
50,188
+1,773
+4% +$53.6K
LDL
1627
DELISTED
Lydall, Inc.
LDL
$1.52M ﹤0.01%
28,316
+277
+1% +$14.8K
EWY icon
1628
iShares MSCI South Korea ETF
EWY
$5.52B
$1.51M ﹤0.01%
24,382
+11,067
+83% +$685K
IAG icon
1629
IAMGOLD
IAG
$6.42B
$1.51M ﹤0.01%
378,462
-211,751
-36% -$843K
MNTA
1630
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
$1.5M ﹤0.01%
112,463
+2,603
+2% +$34.7K
AHT
1631
Ashford Hospitality Trust
AHT
$38.1M
$1.5M ﹤0.01%
238
+37
+18% +$233K
RDN icon
1632
Radian Group
RDN
$4.76B
$1.5M ﹤0.01%
83,403
+9,006
+12% +$161K
KOP icon
1633
Koppers
KOP
$567M
$1.49M ﹤0.01%
35,167
+1,321
+4% +$55.9K
STRA icon
1634
Strategic Education
STRA
$1.98B
$1.48M ﹤0.01%
18,372
+1,171
+7% +$94.3K
DEL
1635
DELISTED
Deltic Timber
DEL
$1.48M ﹤0.01%
18,961
+882
+5% +$68.8K
CUBI icon
1636
Customers Bancorp
CUBI
$2.32B
$1.48M ﹤0.01%
46,853
+1,122
+2% +$35.3K
RSPP
1637
DELISTED
RSP Permian, Inc.
RSPP
$1.48M ﹤0.01%
35,697
+945
+3% +$39.1K
SBSI icon
1638
Southside Bancshares
SBSI
$916M
$1.48M ﹤0.01%
45,049
+630
+1% +$20.6K
TREE icon
1639
LendingTree
TREE
$978M
$1.47M ﹤0.01%
11,752
+262
+2% +$32.8K
PLUS icon
1640
ePlus
PLUS
$1.97B
$1.47M ﹤0.01%
43,540
+436
+1% +$14.7K
AYR
1641
DELISTED
Aircastle Limited
AYR
$1.47M ﹤0.01%
60,899
-966
-2% -$23.3K
ITUB icon
1642
Itaú Unibanco
ITUB
$75B
$1.47M ﹤0.01%
243,268
+40,229
+20% +$243K
FSS icon
1643
Federal Signal
FSS
$7.64B
$1.47M ﹤0.01%
106,247
+766
+0.7% +$10.6K
WTM icon
1644
White Mountains Insurance
WTM
$4.54B
$1.46M ﹤0.01%
1,658
+939
+131% +$826K
PRKS icon
1645
United Parks & Resorts
PRKS
$2.79B
$1.46M ﹤0.01%
79,755
+1,352
+2% +$24.7K
HNI icon
1646
HNI Corp
HNI
$2.07B
$1.46M ﹤0.01%
31,643
+9,777
+45% +$450K
TYPE
1647
DELISTED
Monotype Imaging Holdings Inc.
TYPE
$1.46M ﹤0.01%
72,423
-189
-0.3% -$3.8K
ATHN
1648
DELISTED
Athenahealth, Inc.
ATHN
$1.46M ﹤0.01%
12,914
+8,513
+193% +$959K
DYN
1649
DELISTED
Dynegy, Inc.
DYN
$1.45M ﹤0.01%
185,400
+2,527
+1% +$19.8K
WGO icon
1650
Winnebago Industries
WGO
$949M
$1.43M ﹤0.01%
48,846
+1,907
+4% +$55.8K