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
-17.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$171B
AUM Growth
-$38.9B
Cap. Flow
+$4.22B
Cap. Flow %
2.47%
Top 10 Hldgs %
19.94%
Holding
3,393
New
25
Increased
1,724
Reduced
1,402
Closed
39

Sector Composition

1 Technology 21.16%
2 Healthcare 13.97%
3 Financials 13.29%
4 Consumer Discretionary 10.43%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ANDE icon
1626
Andersons Inc
ANDE
$1.33B
$1.83M ﹤0.01%
97,618
-4,397
-4% -$82.4K
ESI icon
1627
Element Solutions
ESI
$6.46B
$1.82M ﹤0.01%
218,092
-10,816
-5% -$90.4K
HHH icon
1628
Howard Hughes
HHH
$4.87B
$1.82M ﹤0.01%
37,706
-2,191
-5% -$105K
BPFH
1629
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
$1.81M ﹤0.01%
252,615
+22,260
+10% +$159K
RBA icon
1630
RB Global
RBA
$21.8B
$1.8M ﹤0.01%
53,269
-2,209
-4% -$74.8K
MDRX
1631
DELISTED
Veradigm Inc. Common Stock
MDRX
$1.8M ﹤0.01%
256,151
+2,310
+0.9% +$16.3K
VBTX icon
1632
Veritex Holdings
VBTX
$1.89B
$1.8M ﹤0.01%
128,554
-2,216
-2% -$31K
LAZ icon
1633
Lazard
LAZ
$5.27B
$1.78M ﹤0.01%
75,599
-284
-0.4% -$6.69K
AVTA
1634
DELISTED
Avantax, Inc. Common Stock
AVTA
$1.78M ﹤0.01%
147,765
+283
+0.2% +$3.41K
PLAB icon
1635
Photronics
PLAB
$1.35B
$1.78M ﹤0.01%
173,426
+345
+0.2% +$3.54K
ATNI icon
1636
ATN International
ATNI
$238M
$1.78M ﹤0.01%
30,239
+360
+1% +$21.1K
OXM icon
1637
Oxford Industries
OXM
$683M
$1.77M ﹤0.01%
48,668
+365
+0.8% +$13.2K
CYTK icon
1638
Cytokinetics
CYTK
$5.95B
$1.76M ﹤0.01%
149,358
+881
+0.6% +$10.4K
GBT
1639
DELISTED
Global Blood Therapeutics, Inc.
GBT
$1.76M ﹤0.01%
34,442
-2,598
-7% -$133K
ETRN
1640
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
$1.76M ﹤0.01%
349,240
-495,691
-59% -$2.49M
WOR icon
1641
Worthington Enterprises
WOR
$3.2B
$1.75M ﹤0.01%
108,035
+144
+0.1% +$2.33K
FHB icon
1642
First Hawaiian
FHB
$3.2B
$1.75M ﹤0.01%
105,678
+2,409
+2% +$39.8K
SPNT icon
1643
SiriusPoint
SPNT
$2.21B
$1.74M ﹤0.01%
234,801
+1,896
+0.8% +$14.1K
RBC icon
1644
RBC Bearings
RBC
$12B
$1.74M ﹤0.01%
15,407
-883
-5% -$99.6K
BYD icon
1645
Boyd Gaming
BYD
$6.8B
$1.74M ﹤0.01%
120,297
+1,236
+1% +$17.8K
CGBD icon
1646
Carlyle Secured Lending
CGBD
$989M
$1.74M ﹤0.01%
331,990
+21,031
+7% +$110K
RARE icon
1647
Ultragenyx Pharmaceutical
RARE
$2.85B
$1.74M ﹤0.01%
39,191
-2,557
-6% -$113K
AVNS icon
1648
Avanos Medical
AVNS
$573M
$1.73M ﹤0.01%
64,329
-748
-1% -$20.2K
ACB
1649
Aurora Cannabis
ACB
$278M
$1.73M ﹤0.01%
16,306
+2,253
+16% +$239K
RWT
1650
Redwood Trust
RWT
$802M
$1.73M ﹤0.01%
342,217
+5,367
+2% +$27.2K