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
BOKF icon
1751
BOK Financial
BOKF
$7.06B
$1.75M ﹤0.01%
23,208
+176
+0.8% +$13.3K
NFBK icon
1752
Northfield Bancorp
NFBK
$492M
$1.75M ﹤0.01%
111,898
-1,184
-1% -$18.5K
REAL icon
1753
The RealReal
REAL
$1.09B
$1.74M ﹤0.01%
+60,484
New +$1.74M
MNK
1754
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
$1.74M ﹤0.01%
189,944
+7,553
+4% +$69.3K
AUY
1755
DELISTED
Yamana Gold, Inc.
AUY
$1.74M ﹤0.01%
684,830
-178,018
-21% -$452K
MAGN
1756
Magnera Corporation
MAGN
$393M
$1.73M ﹤0.01%
7,894
-106
-1% -$23.3K
ANGO icon
1757
AngioDynamics
ANGO
$433M
$1.73M ﹤0.01%
87,888
+62
+0.1% +$1.22K
MMI icon
1758
Marcus & Millichap
MMI
$1.26B
$1.73M ﹤0.01%
56,020
+404
+0.7% +$12.5K
PBH icon
1759
Prestige Consumer Healthcare
PBH
$3.11B
$1.73M ﹤0.01%
54,541
+708
+1% +$22.4K
NOMD icon
1760
Nomad Foods
NOMD
$2.12B
$1.72M ﹤0.01%
80,739
+1,574
+2% +$33.6K
CCS icon
1761
Century Communities
CCS
$2B
$1.72M ﹤0.01%
64,690
+59,747
+1,209% +$1.59M
ARGO
1762
DELISTED
Argo Group International Holdings, Ltd.
ARGO
$1.72M ﹤0.01%
23,200
+391
+2% +$29K
ORIT
1763
DELISTED
Oritani Financial Corp. New
ORIT
$1.71M ﹤0.01%
96,295
-290
-0.3% -$5.14K
ENV
1764
DELISTED
ENVESTNET, INC.
ENV
$1.71M ﹤0.01%
24,979
+967
+4% +$66.1K
FGEN icon
1765
FibroGen
FGEN
$48.6M
$1.71M ﹤0.01%
1,510
-118
-7% -$133K
HGV icon
1766
Hilton Grand Vacations
HGV
$3.98B
$1.71M ﹤0.01%
53,582
-4,360
-8% -$139K
LEVI icon
1767
Levi Strauss
LEVI
$8.67B
$1.7M ﹤0.01%
81,439
+60,439
+288% +$1.26M
ALEX
1768
Alexander & Baldwin
ALEX
$1.34B
$1.7M ﹤0.01%
73,504
+780
+1% +$18K
SIG icon
1769
Signet Jewelers
SIG
$3.73B
$1.7M ﹤0.01%
94,921
+2,670
+3% +$47.7K
TAC icon
1770
TransAlta
TAC
$3.75B
$1.69M ﹤0.01%
259,920
+16,382
+7% +$107K
MCS icon
1771
Marcus Corp
MCS
$504M
$1.69M ﹤0.01%
51,354
+794
+2% +$26.2K
PRKS icon
1772
United Parks & Resorts
PRKS
$2.79B
$1.69M ﹤0.01%
54,562
+3,029
+6% +$93.9K
CZZ
1773
DELISTED
Cosan Limited
CZZ
$1.69M ﹤0.01%
126,318
TFIN icon
1774
Triumph Financial, Inc.
TFIN
$1.4B
$1.69M ﹤0.01%
58,058
+178
+0.3% +$5.17K
CHCT
1775
Community Healthcare Trust
CHCT
$445M
$1.68M ﹤0.01%
42,720
+200
+0.5% +$7.88K