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
+4.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.13B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
463
Increased
2,302
Reduced
421
Closed
50

Top Sells

1
LNKD
LinkedIn Corporation
LNKD
+$87.2M
2
CVX icon
Chevron
CVX
+$60.4M
3
AA icon
Alcoa
AA
+$55.1M
4
YUM icon
Yum! Brands
YUM
+$47.4M
5
T icon
AT&T
T
+$43.1M

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.3%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RUSHA icon
1951
Rush Enterprises Class A
RUSHA
$4.33B
$545K ﹤0.01%
38,475
+8,440
+28% +$120K
QHC
1952
DELISTED
Quorum Health Corporation
QHC
$542K ﹤0.01%
74,395
+18,169
+32% +$132K
CDE icon
1953
Coeur Mining
CDE
$9.98B
$540K ﹤0.01%
58,283
+21,392
+58% +$198K
LC icon
1954
LendingClub
LC
$1.91B
$537K ﹤0.01%
20,521
+10,506
+105% +$275K
ENV
1955
DELISTED
ENVESTNET, INC.
ENV
$537K ﹤0.01%
15,212
+4,599
+43% +$162K
WAL icon
1956
Western Alliance Bancorporation
WAL
$9.77B
$530K ﹤0.01%
10,888
+2,794
+35% +$136K
DHX icon
1957
DHI Group
DHX
$141M
$529K ﹤0.01%
84,506
+42,570
+102% +$266K
UNVR
1958
DELISTED
Univar Solutions Inc.
UNVR
$529K ﹤0.01%
18,611
+4,991
+37% +$142K
HSNI
1959
DELISTED
HSN, Inc.
HSNI
$529K ﹤0.01%
15,435
+7,878
+104% +$270K
RRTS
1960
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
$528K ﹤0.01%
2,031
+1,010
+99% +$263K
UI icon
1961
Ubiquiti
UI
$36.6B
$525K ﹤0.01%
9,104
+4,133
+83% +$238K
FF icon
1962
Future Fuel
FF
$169M
$524K ﹤0.01%
37,675
+17,505
+87% +$243K
COLM icon
1963
Columbia Sportswear
COLM
$2.99B
$523K ﹤0.01%
8,994
+3,067
+52% +$178K
BNCL
1964
DELISTED
Beneficial Bancorp, Inc.
BNCL
$523K ﹤0.01%
28,350
+11,630
+70% +$215K
BGFV icon
1965
Big 5 Sporting Goods
BGFV
$32.8M
$522K ﹤0.01%
30,043
+14,342
+91% +$249K
GIMO
1966
DELISTED
Gigamon Inc.
GIMO
$520K ﹤0.01%
11,395
+4,988
+78% +$228K
SPPI
1967
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$519K ﹤0.01%
117,190
+56,397
+93% +$250K
CCU icon
1968
Compañía de Cervecerías Unidas
CCU
$2.21B
$515K ﹤0.01%
24,547
MYE icon
1969
Myers Industries
MYE
$587M
$512K ﹤0.01%
35,816
+16,765
+88% +$240K
PEGA icon
1970
Pegasystems
PEGA
$9.93B
$512K ﹤0.01%
28,448
+8,164
+40% +$147K
PRAH
1971
DELISTED
PRA Health Sciences, Inc.
PRAH
$511K ﹤0.01%
9,280
+2,803
+43% +$154K
CENT icon
1972
Central Garden & Pet
CENT
$2.24B
$510K ﹤0.01%
19,280
+10,729
+125% +$284K
CLVS
1973
DELISTED
Clovis Oncology, Inc.
CLVS
$510K ﹤0.01%
11,516
+3,285
+40% +$145K
ISCA
1974
DELISTED
International Speedway Corp
ISCA
$507K ﹤0.01%
13,761
+6,308
+85% +$232K
ABCO
1975
DELISTED
Advisory Board Co/The
ABCO
$505K ﹤0.01%
15,247
+4,616
+43% +$153K