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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SUM
1951
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
$1M ﹤0.01%
53,062
+1,954
+4% +$37K
CONN
1952
DELISTED
Conn's Inc.
CONN
$1M ﹤0.01%
56,343
-583
-1% -$10.4K
IBTX
1953
DELISTED
Independent Bank Group, Inc.
IBTX
$993K ﹤0.01%
18,069
+820
+5% +$45.1K
CNNE icon
1954
Cannae Holdings
CNNE
$1.11B
$991K ﹤0.01%
34,167
+5,245
+18% +$152K
WSFS icon
1955
WSFS Financial
WSFS
$3.13B
$987K ﹤0.01%
23,906
+510
+2% +$21.1K
REX icon
1956
REX American Resources
REX
$1.01B
$975K ﹤0.01%
40,116
-594
-1% -$14.4K
PTLA
1957
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
$975K ﹤0.01%
35,952
+9,278
+35% +$252K
LILAK icon
1958
Liberty Latin America Class C
LILAK
$1.53B
$973K ﹤0.01%
60,085
-6,546
-10% -$106K
HWKN icon
1959
Hawkins
HWKN
$3.62B
$969K ﹤0.01%
44,678
-750
-2% -$16.3K
ROCC
1960
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
$968K ﹤0.01%
31,538
-18
-0.1% -$552
WBT
1961
DELISTED
Welbilt, Inc.
WBT
$961K ﹤0.01%
57,558
-9,810
-15% -$164K
MPAA icon
1962
Motorcar Parts of America
MPAA
$305M
$959K ﹤0.01%
44,801
SHEN icon
1963
Shenandoah Telecom
SHEN
$744M
$957K ﹤0.01%
24,842
+434
+2% +$16.7K
ZGNX
1964
DELISTED
Zogenix, Inc.
ZGNX
$953K ﹤0.01%
19,940
+273
+1% +$13K
AVD icon
1965
American Vanguard Corp
AVD
$160M
$950K ﹤0.01%
61,665
-2,448
-4% -$37.7K
DSGX icon
1966
Descartes Systems
DSGX
$8.96B
$948K ﹤0.01%
25,570
+780
+3% +$28.9K
IPHI
1967
DELISTED
INPHI CORPORATION
IPHI
$946K ﹤0.01%
18,875
+743
+4% +$37.2K
RRGB icon
1968
Red Robin
RRGB
$121M
$942K ﹤0.01%
30,810
+257
+0.8% +$7.86K
HAYN
1969
DELISTED
Haynes International, Inc.
HAYN
$939K ﹤0.01%
29,517
CPA icon
1970
Copa Holdings
CPA
$4.86B
$936K ﹤0.01%
9,587
BRSL
1971
Brightstar Lottery PLC
BRSL
$3.12B
$934K ﹤0.01%
71,996
+756
+1% +$9.81K
VGR
1972
DELISTED
Vector Group Ltd.
VGR
$934K ﹤0.01%
141,770
-17,945
-11% -$118K
FRME icon
1973
First Merchants
FRME
$2.31B
$930K ﹤0.01%
24,536
+436
+2% +$16.5K
PRMW
1974
DELISTED
Primo Water Corporation
PRMW
$928K ﹤0.01%
69,361
-11,086
-14% -$148K
CNSL
1975
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
$927K ﹤0.01%
188,030
-3,789
-2% -$18.7K