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
+1.07%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$83.7B
AUM Growth
-$1.35B
Cap. Flow
-$1.41B
Cap. Flow %
-1.69%
Top 10 Hldgs %
15.6%
Holding
2,835
New
167
Increased
1,177
Reduced
645
Closed
47

Sector Composition

1 Financials 15.97%
2 Healthcare 13.86%
3 Technology 13.18%
4 Industrials 9.24%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
INFA
1851
DELISTED
INFORMATICA CORP
INFA
$136K ﹤0.01%
+3,109
New +$136K
STMP
1852
DELISTED
Stamps.com, Inc.
STMP
$136K ﹤0.01%
2,015
IMS
1853
DELISTED
IMS HEALTH HLDGS INC COM STK (DE)
IMS
$136K ﹤0.01%
+5,035
New +$136K
CRI icon
1854
Carter's
CRI
$1.1B
$135K ﹤0.01%
1,458
-6,141
-81% -$569K
RAVN
1855
DELISTED
Raven Industries Inc
RAVN
$135K ﹤0.01%
6,607
+1,200
+22% +$24.5K
ASTE icon
1856
Astec Industries
ASTE
$1.09B
$134K ﹤0.01%
3,126
+564
+22% +$24.2K
PTC icon
1857
PTC
PTC
$24.8B
$134K ﹤0.01%
+3,708
New +$134K
TKC icon
1858
Turkcell
TKC
$4.81B
$134K ﹤0.01%
10,317
KCG
1859
DELISTED
KCG Holdings, Inc.
KCG
$134K ﹤0.01%
10,892
+3,127
+40% +$38.5K
CBB
1860
DELISTED
Cincinnati Bell Inc.
CBB
$134K ﹤0.01%
7,498
-35,206
-82% -$629K
UEIC icon
1861
Universal Electronics
UEIC
$63.8M
$133K ﹤0.01%
2,363
WMC
1862
DELISTED
Western Asset Mortgage Capital Corporation
WMC
$133K ﹤0.01%
872
+107
+14% +$16.3K
LTXB
1863
DELISTED
LegacyTexas Financial Group Inc
LTXB
$133K ﹤0.01%
5,838
DATA
1864
DELISTED
Tableau Software, Inc.
DATA
$133K ﹤0.01%
+1,440
New +$133K
CPLA
1865
DELISTED
Capella Education Company
CPLA
$133K ﹤0.01%
2,022
+442
+28% +$29.1K
CEMP
1866
DELISTED
Cempra, Inc.
CEMP
$133K ﹤0.01%
3,767
+925
+33% +$32.7K
SPLK
1867
DELISTED
Splunk Inc
SPLK
$132K ﹤0.01%
+2,230
New +$132K
ISCA
1868
DELISTED
International Speedway Corp
ISCA
$132K ﹤0.01%
4,120
FMI
1869
DELISTED
Foundation Medicine, Inc.
FMI
$132K ﹤0.01%
2,729
MTGE
1870
DELISTED
MTGE Investment Corp. Common Stock
MTGE
$132K ﹤0.01%
7,406
HLIO icon
1871
Helios Technologies
HLIO
$1.85B
$131K ﹤0.01%
3,170
UI icon
1872
Ubiquiti
UI
$37.1B
$131K ﹤0.01%
4,393
SRCI
1873
DELISTED
SRC Energy Inc
SRCI
$131K ﹤0.01%
11,054
+1,530
+16% +$18.1K
BANR icon
1874
Banner Corp
BANR
$2.33B
$130K ﹤0.01%
2,896
ENSG icon
1875
The Ensign Group
ENSG
$9.76B
$130K ﹤0.01%
5,954