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
ROCK icon
1951
Gibraltar Industries
ROCK
$1.84B
$124K ﹤0.01%
4,864
TMP icon
1952
Tompkins Financial
TMP
$1.02B
$124K ﹤0.01%
2,176
PRFT
1953
DELISTED
Perficient Inc
PRFT
$124K ﹤0.01%
7,172
FARO
1954
DELISTED
Faro Technologies
FARO
$123K ﹤0.01%
4,125
+1,144
+38% +$34.1K
GIMO
1955
DELISTED
Gigamon Inc.
GIMO
$123K ﹤0.01%
4,548
ACCO icon
1956
Acco Brands
ACCO
$372M
$122K ﹤0.01%
16,794
BRKL
1957
DELISTED
Brookline Bancorp
BRKL
$122K ﹤0.01%
10,435
MMSI icon
1958
Merit Medical Systems
MMSI
$5.34B
$122K ﹤0.01%
6,510
KRA
1959
DELISTED
Kraton Corporation
KRA
$122K ﹤0.01%
7,329
FIZZ icon
1960
National Beverage
FIZZ
$3.78B
$121K ﹤0.01%
5,256
MGNX icon
1961
MacroGenics
MGNX
$104M
$121K ﹤0.01%
3,909
TCBK icon
1962
TriCo Bancshares
TCBK
$1.49B
$121K ﹤0.01%
4,310
UEIC icon
1963
Universal Electronics
UEIC
$64M
$121K ﹤0.01%
2,363
WNC icon
1964
Wabash National
WNC
$472M
$121K ﹤0.01%
10,155
SRCI
1965
DELISTED
SRC Energy Inc
SRCI
$121K ﹤0.01%
14,320
+1,273
+10% +$10.8K
ILG
1966
DELISTED
ILG, Inc Common Stock
ILG
$121K ﹤0.01%
7,632
CVT
1967
DELISTED
CVENT, INC.
CVT
$121K ﹤0.01%
3,497
CSH
1968
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
$121K ﹤0.01%
4,087
SAR icon
1969
Saratoga Investment
SAR
$392M
$120K ﹤0.01%
7,861
+1,176
+18% +$18K
TRST icon
1970
Trustco Bank Corp NY
TRST
$755M
$120K ﹤0.01%
3,850
CTS icon
1971
CTS Corp
CTS
$1.26B
$119K ﹤0.01%
6,635
ESI icon
1972
Element Solutions
ESI
$6.37B
$119K ﹤0.01%
9,280
+3,000
+48% +$38.5K
TISI icon
1973
Team
TISI
$81.4M
$119K ﹤0.01%
374
UFCS icon
1974
United Fire Group
UFCS
$818M
$119K ﹤0.01%
3,066
WB icon
1975
Weibo
WB
$2.92B
$119K ﹤0.01%
6,100