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
+4.85%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$133B
AUM Growth
+$9.19B
Cap. Flow
+$3.94B
Cap. Flow %
2.96%
Top 10 Hldgs %
15.39%
Holding
3,394
New
41
Increased
2,480
Reduced
322
Closed
89

Sector Composition

1 Financials 16.93%
2 Technology 15.14%
3 Healthcare 13.23%
4 Industrials 9.39%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ZG icon
1901
Zillow
ZG
$20.4B
$912K ﹤0.01%
22,711
+4,275
+23% +$172K
ECHO
1902
DELISTED
Echo Global Logistics, Inc.
ECHO
$911K ﹤0.01%
48,330
-2,129
-4% -$40.1K
MYE icon
1903
Myers Industries
MYE
$587M
$909K ﹤0.01%
43,450
+3,219
+8% +$67.3K
WSR
1904
Whitestone REIT
WSR
$664M
$906K ﹤0.01%
69,435
+61,640
+791% +$804K
ENIC icon
1905
Enel Chile
ENIC
$5.2B
$905K ﹤0.01%
150,697
BKE icon
1906
Buckle
BKE
$3.04B
$903K ﹤0.01%
53,578
+351
+0.7% +$5.92K
DXPE icon
1907
DXP Enterprises
DXPE
$1.85B
$902K ﹤0.01%
28,655
+478
+2% +$15K
EZPW icon
1908
Ezcorp Inc
EZPW
$1.04B
$898K ﹤0.01%
94,017
+5,523
+6% +$52.8K
TG icon
1909
Tredegar Corp
TG
$279M
$898K ﹤0.01%
49,887
+842
+2% +$15.2K
GRPN icon
1910
Groupon
GRPN
$923M
$897K ﹤0.01%
8,682
+1,369
+19% +$141K
WSBC icon
1911
WesBanco
WSBC
$3.03B
$891K ﹤0.01%
21,717
+4,852
+29% +$199K
GCP
1912
DELISTED
GCP Applied Technologies Inc.
GCP
$890K ﹤0.01%
29,021
+3,528
+14% +$108K
NXTM
1913
DELISTED
NxStage Medical Inc.
NXTM
$888K ﹤0.01%
32,192
+6,843
+27% +$189K
EGBN icon
1914
Eagle Bancorp
EGBN
$615M
$887K ﹤0.01%
13,203
+1,695
+15% +$114K
WRLD icon
1915
World Acceptance Corp
WRLD
$900M
$886K ﹤0.01%
10,685
-297
-3% -$24.6K
XOXO
1916
DELISTED
Xo Group Inc
XOXO
$881K ﹤0.01%
44,815
-626
-1% -$12.3K
IRWD icon
1917
Ironwood Pharmaceuticals
IRWD
$213M
$879K ﹤0.01%
66,514
+9,473
+17% +$125K
CHH icon
1918
Choice Hotels
CHH
$5.22B
$877K ﹤0.01%
13,721
+1,553
+13% +$99.3K
TDOC icon
1919
Teladoc Health
TDOC
$1.36B
$876K ﹤0.01%
26,428
+13,064
+98% +$433K
CMTL icon
1920
Comtech Telecommunications
CMTL
$69.1M
$875K ﹤0.01%
42,804
-502
-1% -$10.3K
ENIA
1921
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$874K ﹤0.01%
85,515
-51,788
-38% -$529K
BOKF icon
1922
BOK Financial
BOKF
$7.06B
$873K ﹤0.01%
9,803
+984
+11% +$87.6K
GAIN icon
1923
Gladstone Investment Corp
GAIN
$544M
$873K ﹤0.01%
92,087
+11,829
+15% +$112K
FCRD
1924
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
$873K ﹤0.01%
93,569
+9,414
+11% +$87.8K
GHL
1925
DELISTED
Greenhill & Co., Inc.
GHL
$869K ﹤0.01%
52,304
+304
+0.6% +$5.05K