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
TCF
1676
DELISTED
TCF Financial Corporation Common Stock
TCF
$240K ﹤0.01%
6,945
FFBC icon
1677
First Financial Bancorp
FFBC
$2.46B
$239K ﹤0.01%
13,178
+1,082
+9% +$19.6K
INDB icon
1678
Independent Bank
INDB
$3.56B
$239K ﹤0.01%
5,102
HF
1679
DELISTED
HFF Inc.
HF
$239K ﹤0.01%
7,628
AEIS icon
1680
Advanced Energy
AEIS
$5.94B
$237K ﹤0.01%
8,384
BLOX
1681
DELISTED
Infoblox Inc
BLOX
$236K ﹤0.01%
12,733
+3,195
+33% +$59.2K
PEGA icon
1682
Pegasystems
PEGA
$9.93B
$235K ﹤0.01%
17,006
+4,390
+35% +$60.7K
BCIC
1683
BCP Investment Corporation Common Stock
BCIC
$159M
$234K ﹤0.01%
5,777
+838
+17% +$33.9K
RMR icon
1684
The RMR Group
RMR
$288M
$234K ﹤0.01%
+16,214
New +$234K
HA
1685
DELISTED
Hawaiian Holdings, Inc.
HA
$234K ﹤0.01%
6,550
PLCE icon
1686
Children's Place
PLCE
$155M
$231K ﹤0.01%
4,170
RLYP
1687
DELISTED
RELYPSA INC COM
RLYP
$231K ﹤0.01%
8,185
+1,570
+24% +$44.3K
COHR icon
1688
Coherent
COHR
$16B
$230K ﹤0.01%
12,274
TNC icon
1689
Tennant Co
TNC
$1.5B
$230K ﹤0.01%
4,052
+422
+12% +$24K
PEGI
1690
DELISTED
Pattern Energy Group Inc. Class A
PEGI
$230K ﹤0.01%
11,099
+1,278
+13% +$26.5K
EVTC icon
1691
Evertec
EVTC
$2.14B
$228K ﹤0.01%
13,621
HEI icon
1692
HEICO
HEI
$44.4B
$228K ﹤0.01%
10,242
+1,736
+20% +$38.6K
WSBC icon
1693
WesBanco
WSBC
$3.03B
$228K ﹤0.01%
7,550
INVX
1694
Innovex International, Inc.
INVX
$1.14B
$228K ﹤0.01%
3,850
+537
+16% +$31.8K
SLCA
1695
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
$226K ﹤0.01%
12,121
+992
+9% +$18.5K
NCMI icon
1696
National CineMedia
NCMI
$455M
$225K ﹤0.01%
1,437
+168
+13% +$26.3K
TBI
1697
Trueblue
TBI
$179M
$225K ﹤0.01%
8,694
FIX icon
1698
Comfort Systems
FIX
$26.6B
$224K ﹤0.01%
7,873
QLGC
1699
DELISTED
QLOGIC CORP
QLGC
$224K ﹤0.01%
18,323
SCL icon
1700
Stepan Co
SCL
$1.09B
$223K ﹤0.01%
4,486
+1,631
+57% +$81.1K