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
+1.07%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$83.7B
AUM Growth
-$1.35B
Cap. Flow
-$1.41B
Cap. Flow %
-1.69%
Top 10 Hldgs %
15.6%
Holding
2,835
New
167
Increased
1,177
Reduced
645
Closed
47

Sector Composition

1 Financials 15.97%
2 Healthcare 13.86%
3 Technology 13.18%
4 Industrials 9.24%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RUTH
2001
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
$106K ﹤0.01%
6,708
AIMC
2002
DELISTED
Altra Industrial Motion Corp.
AIMC
$106K ﹤0.01%
4,002
INSY
2003
DELISTED
Insys Therapeutics, Inc.
INSY
$106K ﹤0.01%
3,644
CGI
2004
DELISTED
Celadon Group Inc
CGI
$106K ﹤0.01%
3,874
+234
+6% +$6.4K
OIBR
2005
DELISTED
OI S A SPONSORED ADR REPSTG PFD NEW (BRA)
OIBR
$106K ﹤0.01%
68,118
JRN
2006
DELISTED
JOURNAL COMMUNICATIONS INC CL-A
JRN
$106K ﹤0.01%
7,295
WIBC
2007
DELISTED
WILSHIRE BANCORP INC
WIBC
$106K ﹤0.01%
10,636
CHGG icon
2008
Chegg
CHGG
$179M
$105K ﹤0.01%
13,158
ETD icon
2009
Ethan Allen Interiors
ETD
$745M
$105K ﹤0.01%
3,782
EPIQ
2010
DELISTED
EPIQ SYSTEMS INC
EPIQ
$105K ﹤0.01%
5,795
+440
+8% +$7.97K
BH icon
2011
Biglari Holdings Class B
BH
$951M
$104K ﹤0.01%
369
BRKL
2012
DELISTED
Brookline Bancorp
BRKL
$104K ﹤0.01%
10,435
MODV
2013
DELISTED
ModivCare
MODV
$104K ﹤0.01%
2,029
RGP icon
2014
Resources Connection
RGP
$167M
$104K ﹤0.01%
5,990
+495
+9% +$8.59K
TCBK icon
2015
TriCo Bancshares
TCBK
$1.48B
$104K ﹤0.01%
4,310
+1,329
+45% +$32.1K
ELNK
2016
DELISTED
EarthLink Holdings Corp.
ELNK
$104K ﹤0.01%
23,036
+3,116
+16% +$14.1K
OHAI
2017
DELISTED
OHA Investment Corporation
OHAI
$104K ﹤0.01%
19,970
-3,727
-16% -$19.4K
BBT
2018
Beacon Financial Corporation
BBT
$2.2B
$103K ﹤0.01%
3,713
GLPI icon
2019
Gaming and Leisure Properties
GLPI
$13.6B
$103K ﹤0.01%
+2,786
New +$103K
IPHI
2020
DELISTED
INPHI CORPORATION
IPHI
$103K ﹤0.01%
5,734
FTD
2021
DELISTED
FTD Companies, Inc. Common Stock
FTD
$103K ﹤0.01%
3,401
+557
+20% +$16.9K
IIP
2022
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
$103K ﹤0.01%
10,229
HAFC icon
2023
Hanmi Financial
HAFC
$754M
$102K ﹤0.01%
4,878
HLIT icon
2024
Harmonic Inc
HLIT
$1.12B
$102K ﹤0.01%
13,715
TRST icon
2025
Trustco Bank Corp NY
TRST
$744M
$102K ﹤0.01%
2,999
+254
+9% +$8.64K