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
MDC
1651
DELISTED
M.D.C. Holdings, Inc.
MDC
$253K ﹤0.01%
13,797
SYKE
1652
DELISTED
SYKES Enterprises Inc
SYKE
$252K ﹤0.01%
8,201
VSTO
1653
DELISTED
Vista Outdoor Inc.
VSTO
$252K ﹤0.01%
5,682
+608
+12% +$27K
HEI.A icon
1654
HEICO Class A
HEI.A
$34.9B
$251K ﹤0.01%
10,037
CCMP
1655
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$251K ﹤0.01%
5,729
+1,235
+27% +$54.1K
FOLD icon
1656
Amicus Therapeutics
FOLD
$2.46B
$249K ﹤0.01%
26,027
+5,406
+26% +$51.7K
FCFS icon
1657
FirstCash
FCFS
$6.49B
$248K ﹤0.01%
6,621
FELE icon
1658
Franklin Electric
FELE
$4.21B
$248K ﹤0.01%
9,094
KOF icon
1659
Coca-Cola Femsa
KOF
$18B
$248K ﹤0.01%
3,500
-1,200
-26% -$85K
RGR icon
1660
Sturm, Ruger & Co
RGR
$600M
$248K ﹤0.01%
4,156
WABC icon
1661
Westamerica Bancorp
WABC
$1.24B
$248K ﹤0.01%
5,256
HMSY
1662
DELISTED
HMS Holdings Corp.
HMSY
$248K ﹤0.01%
19,913
SWFT
1663
DELISTED
Swift Transportation Company
SWFT
$248K ﹤0.01%
18,199
+1,682
+10% +$22.9K
BJRI icon
1664
BJ's Restaurants
BJRI
$684M
$247K ﹤0.01%
5,657
+843
+18% +$36.8K
RNST icon
1665
Renasant Corp
RNST
$3.68B
$247K ﹤0.01%
7,103
GGAL icon
1666
Galicia Financial Group
GGAL
$4.81B
$246K ﹤0.01%
+9,100
New +$246K
DGI
1667
DELISTED
DigitalGlobe Inc.
DGI
$246K ﹤0.01%
15,681
+1,499
+11% +$23.5K
LTXB
1668
DELISTED
LegacyTexas Financial Group Inc
LTXB
$245K ﹤0.01%
9,769
+2,117
+28% +$53.1K
INSM icon
1669
Insmed
INSM
$30.8B
$244K ﹤0.01%
13,330
SCHL icon
1670
Scholastic
SCHL
$691M
$244K ﹤0.01%
6,310
+805
+15% +$31.1K
SFM icon
1671
Sprouts Farmers Market
SFM
$13.3B
$242K ﹤0.01%
9,104
+2,044
+29% +$54.3K
SNBR icon
1672
Sleep Number
SNBR
$214M
$242K ﹤0.01%
11,263
BRC icon
1673
Brady Corp
BRC
$3.74B
$241K ﹤0.01%
10,414
+721
+7% +$16.7K
SHEN icon
1674
Shenandoah Telecom
SHEN
$744M
$240K ﹤0.01%
11,034
+1,186
+12% +$25.8K
CNSL
1675
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
$240K ﹤0.01%
11,364