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
PIPR icon
1926
Piper Sandler
PIPR
$6.13B
$132K ﹤0.01%
3,253
WSFS icon
1927
WSFS Financial
WSFS
$3.17B
$132K ﹤0.01%
3,987
P
1928
DELISTED
Pandora Media Inc
P
$132K ﹤0.01%
9,839
+1,914
+24% +$25.7K
HL icon
1929
Hecla Mining
HL
$7.47B
$131K ﹤0.01%
69,053
OMF icon
1930
OneMain Financial
OMF
$7.34B
$131K ﹤0.01%
3,158
+692
+28% +$28.7K
LUMO
1931
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$131K ﹤0.01%
405
RRGB icon
1932
Red Robin
RRGB
$122M
$130K ﹤0.01%
2,129
FBR
1933
DELISTED
Fibria Celulose Sa
FBR
$130K ﹤0.01%
10,231
-3,400
-25% -$43.2K
SPNC
1934
DELISTED
Spectranetics Corp
SPNC
$130K ﹤0.01%
8,548
FCF icon
1935
First Commonwealth Financial
FCF
$1.85B
$129K ﹤0.01%
14,162
RGP icon
1936
Resources Connection
RGP
$170M
$129K ﹤0.01%
7,714
+1,724
+29% +$28.8K
DENN icon
1937
Denny's
DENN
$270M
$128K ﹤0.01%
12,853
NBHC icon
1938
National Bank Holdings
NBHC
$1.47B
$128K ﹤0.01%
6,079
EIGI
1939
DELISTED
Endurance International Group Holdings, Inc.
EIGI
$128K ﹤0.01%
11,527
CBPO
1940
DELISTED
China Biologic Products Holdings, Inc.
CBPO
$128K ﹤0.01%
901
+200
+29% +$28.4K
CUBI icon
1941
Customers Bancorp
CUBI
$2.33B
$127K ﹤0.01%
4,551
NFBK icon
1942
Northfield Bancorp
NFBK
$501M
$127K ﹤0.01%
7,850
INVN
1943
DELISTED
Invensense Inc
INVN
$127K ﹤0.01%
12,613
CIR
1944
DELISTED
CIRCOR International, Inc
CIR
$126K ﹤0.01%
2,981
EJ
1945
DELISTED
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
$126K ﹤0.01%
20,000
DVAX icon
1946
Dynavax Technologies
DVAX
$1.14B
$125K ﹤0.01%
5,232
VIVO
1947
DELISTED
Meridian Bioscience Inc
VIVO
$125K ﹤0.01%
6,017
RAVN
1948
DELISTED
Raven Industries Inc
RAVN
$125K ﹤0.01%
7,978
WIBC
1949
DELISTED
WILSHIRE BANCORP INC
WIBC
$125K ﹤0.01%
10,636
CPK icon
1950
Chesapeake Utilities
CPK
$2.95B
$124K ﹤0.01%
2,132