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
FRAN
2001
DELISTED
Francesca's Holdings Corporation
FRAN
$113K ﹤0.01%
528
IOC
2002
DELISTED
Interoil Corporation
IOC
$113K ﹤0.01%
3,589
+600
+20% +$18.9K
BCRX icon
2003
BioCryst Pharmaceuticals
BCRX
$1.69B
$112K ﹤0.01%
10,906
CVCO icon
2004
Cavco Industries
CVCO
$4.39B
$112K ﹤0.01%
1,329
MTRN icon
2005
Materion
MTRN
$2.36B
$112K ﹤0.01%
3,912
NOAH
2006
Noah Holdings
NOAH
$793M
$112K ﹤0.01%
4,000
ITG
2007
DELISTED
Investment Technology Group Inc
ITG
$112K ﹤0.01%
6,600
JASO
2008
DELISTED
JA Solar Holdings, Co., Ltd
JASO
$112K ﹤0.01%
11,500
CNS icon
2009
Cohen & Steers
CNS
$3.66B
$111K ﹤0.01%
3,590
MODG icon
2010
Topgolf Callaway Brands
MODG
$1.78B
$111K ﹤0.01%
11,719
NHC icon
2011
National Healthcare
NHC
$1.79B
$111K ﹤0.01%
1,775
USPH icon
2012
US Physical Therapy
USPH
$1.25B
$111K ﹤0.01%
2,047
TBRG icon
2013
TruBridge
TBRG
$310M
$111K ﹤0.01%
2,221
NGHC
2014
DELISTED
National General Holdings Corp
NGHC
$111K ﹤0.01%
5,060
ACET
2015
DELISTED
Aceto Corp
ACET
$111K ﹤0.01%
4,105
TAHO
2016
DELISTED
Tahoe Resources Inc
TAHO
$111K ﹤0.01%
12,916
+2,184
+20% +$18.8K
APAM icon
2017
Artisan Partners
APAM
$3.32B
$110K ﹤0.01%
3,062
+797
+35% +$28.6K
BBT
2018
Beacon Financial Corporation
BBT
$2.2B
$110K ﹤0.01%
3,713
PGEN icon
2019
Precigen
PGEN
$1.23B
$110K ﹤0.01%
3,695
+1,137
+44% +$33.8K
SAIA icon
2020
Saia
SAIA
$8.41B
$110K ﹤0.01%
5,040
PRSU
2021
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.06B
$110K ﹤0.01%
3,884
MTBL
2022
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$110K ﹤0.01%
20,000
TVTY
2023
DELISTED
Tivity Health, Inc. Common Stock
TVTY
$110K ﹤0.01%
8,504
COTY icon
2024
Coty
COTY
$3.6B
$109K ﹤0.01%
4,236
+1,268
+43% +$32.6K
CFNL
2025
DELISTED
Cardinal Financial Corp
CFNL
$109K ﹤0.01%
4,736