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
MDXG icon
1901
MiMedx Group
MDXG
$1.06B
$139K ﹤0.01%
14,840
UVE icon
1902
Universal Insurance Holdings
UVE
$726M
$139K ﹤0.01%
5,868
ZLTQ
1903
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
$139K ﹤0.01%
4,880
BOKF icon
1904
BOK Financial
BOKF
$7.08B
$138K ﹤0.01%
2,301
+288
+14% +$17.3K
SCAI
1905
DELISTED
Surgical Care Affiliates, Inc.
SCAI
$138K ﹤0.01%
3,480
ANK
1906
DELISTED
ATLANTIC TELE-NETWORK,INC
ANK
$138K ﹤0.01%
1,754
MTRX icon
1907
Matrix Service
MTRX
$360M
$137K ﹤0.01%
6,621
AEGN
1908
DELISTED
Aegion Corp
AEGN
$137K ﹤0.01%
7,092
FPRX
1909
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$137K ﹤0.01%
3,342
MORN icon
1910
Morningstar
MORN
$10.8B
$136K ﹤0.01%
1,696
TNET icon
1911
TriNet
TNET
$3.48B
$136K ﹤0.01%
7,030
USCR
1912
DELISTED
U S Concrete, Inc.
USCR
$136K ﹤0.01%
2,621
AZTA icon
1913
Azenta
AZTA
$1.43B
$135K ﹤0.01%
12,530
LXRX icon
1914
Lexicon Pharmaceuticals
LXRX
$403M
$135K ﹤0.01%
10,149
TV icon
1915
Televisa
TV
$1.48B
$135K ﹤0.01%
4,972
-1,700
-25% -$46.2K
SASR
1916
DELISTED
Sandy Spring Bancorp Inc
SASR
$135K ﹤0.01%
4,969
EGRX
1917
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$135K ﹤0.01%
1,526
STGW icon
1918
Stagwell
STGW
$1.44B
$134K ﹤0.01%
6,139
TOWN icon
1919
Towne Bank
TOWN
$2.86B
$134K ﹤0.01%
6,362
WGO icon
1920
Winnebago Industries
WGO
$988M
$134K ﹤0.01%
6,720
+1,070
+19% +$21.3K
DEL
1921
DELISTED
Deltic Timber
DEL
$134K ﹤0.01%
2,271
+270
+13% +$15.9K
BANR icon
1922
Banner Corp
BANR
$2.33B
$133K ﹤0.01%
2,896
VEEV icon
1923
Veeva Systems
VEEV
$45.8B
$133K ﹤0.01%
4,615
+930
+25% +$26.8K
WMK icon
1924
Weis Markets
WMK
$1.77B
$133K ﹤0.01%
2,951
IPHS
1925
DELISTED
Innophos Holdings, Inc.
IPHS
$133K ﹤0.01%
4,594