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
ACIC icon
2001
American Coastal Insurance
ACIC
$538M
$461K ﹤0.01%
30,394
+15,504
+104% +$235K
GEOS icon
2002
Geospace Technologies
GEOS
$209M
$458K ﹤0.01%
22,412
+11,456
+105% +$234K
HUBS icon
2003
HubSpot
HUBS
$25.9B
$458K ﹤0.01%
9,778
+2,902
+42% +$136K
LAZ icon
2004
Lazard
LAZ
$5.25B
$458K ﹤0.01%
11,144
+1,571
+16% +$64.6K
ORN icon
2005
Orion Group Holdings
ORN
$299M
$457K ﹤0.01%
45,936
+22,577
+97% +$225K
LTM
2006
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
$452K ﹤0.01%
55,282
TBRG icon
2007
TruBridge
TBRG
$302M
$450K ﹤0.01%
19,034
+8,479
+80% +$200K
RDUS
2008
DELISTED
Radius Health, Inc.
RDUS
$450K ﹤0.01%
11,812
+3,663
+45% +$140K
VEDL
2009
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$449K ﹤0.01%
36,100
TBPH icon
2010
Theravance Biopharma
TBPH
$720M
$448K ﹤0.01%
+14,082
New +$448K
MSGN
2011
DELISTED
MSG Networks Inc.
MSGN
$444K ﹤0.01%
20,751
+6,457
+45% +$138K
FOE
2012
DELISTED
Ferro Corporation
FOE
$439K ﹤0.01%
30,552
+9,337
+44% +$134K
BATRK icon
2013
Atlanta Braves Holdings Series B
BATRK
$2.64B
$435K ﹤0.01%
21,117
-91,967
-81% -$1.89M
KED
2014
DELISTED
Kayne Anderson Energy
KED
$433K ﹤0.01%
22,264
+594
+3% +$11.6K
EVTC icon
2015
Evertec
EVTC
$2.14B
$432K ﹤0.01%
24,326
+7,305
+43% +$130K
PEGI
2016
DELISTED
Pattern Energy Group Inc. Class A
PEGI
$427K ﹤0.01%
22,487
+8,016
+55% +$152K
SSYS icon
2017
Stratasys
SSYS
$835M
$426K ﹤0.01%
+25,760
New +$426K
MYGN icon
2018
Myriad Genetics
MYGN
$674M
$421K ﹤0.01%
25,248
+7,562
+43% +$126K
MVC
2019
DELISTED
MVC Capital, Inc.
MVC
$421K ﹤0.01%
49,132
ICLR icon
2020
Icon
ICLR
$13.6B
$420K ﹤0.01%
+5,586
New +$420K
ANET icon
2021
Arista Networks
ANET
$175B
$419K ﹤0.01%
69,344
+8,464
+14% +$51.1K
YDKN
2022
DELISTED
Yadkin Financial Corporation
YDKN
$418K ﹤0.01%
12,189
+4,959
+69% +$170K
SENEA icon
2023
Seneca Foods Class A
SENEA
$751M
$417K ﹤0.01%
10,411
+4,436
+74% +$178K
CONE
2024
DELISTED
CyrusOne Inc Common Stock
CONE
$415K ﹤0.01%
9,283
+2,188
+31% +$97.8K
FGEN icon
2025
FibroGen
FGEN
$48.6M
$414K ﹤0.01%
769
+228
+42% +$123K