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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SSP icon
1651
E.W. Scripps
SSP
$257M
$2.22M ﹤0.01%
144,859
+971
+0.7% +$14.8K
SCSC icon
1652
Scansource
SCSC
$974M
$2.21M ﹤0.01%
68,020
+155
+0.2% +$5.05K
PLUS icon
1653
ePlus
PLUS
$1.97B
$2.21M ﹤0.01%
64,160
-252
-0.4% -$8.68K
PLAN
1654
DELISTED
Anaplan, Inc.
PLAN
$2.21M ﹤0.01%
43,789
-10,888
-20% -$550K
MTX icon
1655
Minerals Technologies
MTX
$1.99B
$2.21M ﹤0.01%
41,260
+172
+0.4% +$9.2K
SM icon
1656
SM Energy
SM
$3.07B
$2.21M ﹤0.01%
176,416
+4,794
+3% +$60K
PNNT
1657
Pennant Park Investment Corp
PNNT
$464M
$2.2M ﹤0.01%
347,704
+8,608
+3% +$54.4K
BPMC
1658
DELISTED
Blueprint Medicines
BPMC
$2.19M ﹤0.01%
23,207
+3,007
+15% +$284K
TRHC
1659
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
$2.18M ﹤0.01%
43,742
+2,359
+6% +$118K
PAG icon
1660
Penske Automotive Group
PAG
$11.9B
$2.18M ﹤0.01%
46,161
-3,604
-7% -$170K
ANDE icon
1661
Andersons Inc
ANDE
$1.38B
$2.18M ﹤0.01%
80,002
+16
+0% +$436
H icon
1662
Hyatt Hotels
H
$13.7B
$2.17M ﹤0.01%
28,554
+3,023
+12% +$230K
CKH
1663
DELISTED
Seacor Holdings Inc.
CKH
$2.17M ﹤0.01%
45,739
+528
+1% +$25.1K
DO
1664
DELISTED
Diamond Offshore Drilling
DO
$2.17M ﹤0.01%
245,055
-635
-0.3% -$5.63K
SMP icon
1665
Standard Motor Products
SMP
$889M
$2.17M ﹤0.01%
47,864
-173
-0.4% -$7.84K
WOR icon
1666
Worthington Enterprises
WOR
$3.17B
$2.17M ﹤0.01%
87,330
-603
-0.7% -$15K
BKCC
1667
DELISTED
BlackRock Capital Investment Corporation
BKCC
$2.16M ﹤0.01%
357,901
+10,253
+3% +$62K
BID
1668
DELISTED
Sotheby's
BID
$2.15M ﹤0.01%
36,996
+238
+0.6% +$13.8K
CIR
1669
DELISTED
CIRCOR International, Inc
CIR
$2.14M ﹤0.01%
46,551
+246
+0.5% +$11.3K
CVLT icon
1670
Commault Systems
CVLT
$7.82B
$2.14M ﹤0.01%
43,099
-98
-0.2% -$4.86K
BOOM icon
1671
DMC Global
BOOM
$145M
$2.13M ﹤0.01%
33,681
+31,101
+1,205% +$1.97M
CNX icon
1672
CNX Resources
CNX
$4.25B
$2.12M ﹤0.01%
290,572
-48,199
-14% -$352K
CRVL icon
1673
CorVel
CRVL
$4.39B
$2.11M ﹤0.01%
72,888
-852
-1% -$24.7K
SPNT icon
1674
SiriusPoint
SPNT
$2.22B
$2.11M ﹤0.01%
204,785
+808
+0.4% +$8.34K
SAFE
1675
Safehold
SAFE
$1.18B
$2.11M ﹤0.01%
34,928
-1,744
-5% -$105K