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
IRTC icon
2001
iRhythm Technologies
IRTC
$5.78B
$849K ﹤0.01%
10,746
+965
+10% +$76.2K
WW
2002
DELISTED
WW International
WW
$847K ﹤0.01%
44,385
+2,301
+5% +$43.9K
IAG icon
2003
IAMGOLD
IAG
$6.42B
$845K ﹤0.01%
249,441
+3,375
+1% +$11.4K
CMPR icon
2004
Cimpress
CMPR
$1.4B
$844K ﹤0.01%
9,286
+326
+4% +$29.6K
LDL
2005
DELISTED
Lydall, Inc.
LDL
$841K ﹤0.01%
41,636
+420
+1% +$8.48K
MVC
2006
DELISTED
MVC Capital, Inc.
MVC
$836K ﹤0.01%
90,230
ACIA
2007
DELISTED
Acacia Communications, Inc. Common Stock
ACIA
$833K ﹤0.01%
17,657
+7,525
+74% +$355K
PAAS icon
2008
Pan American Silver
PAAS
$15.5B
$832K ﹤0.01%
64,184
-37,090
-37% -$481K
RYAM icon
2009
Rayonier Advanced Materials
RYAM
$421M
$832K ﹤0.01%
128,219
+292
+0.2% +$1.9K
SDRL
2010
DELISTED
Seadrill Limited Common Stock
SDRL
$832K ﹤0.01%
203,029
+182,663
+897% +$749K
TPC
2011
Tutor Perini Corporation
TPC
$3.37B
$830K ﹤0.01%
59,896
+13,611
+29% +$189K
ICPT
2012
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
$830K ﹤0.01%
10,432
+935
+10% +$74.4K
DGII icon
2013
Digi International
DGII
$1.33B
$819K ﹤0.01%
64,572
-388
-0.6% -$4.92K
FSB
2014
DELISTED
Franklin Financial Network, Inc.
FSB
$819K ﹤0.01%
29,369
AVLR
2015
DELISTED
Avalara, Inc.
AVLR
$813K ﹤0.01%
11,261
+6,784
+152% +$490K
EYE icon
2016
National Vision
EYE
$1.82B
$811K ﹤0.01%
26,403
+1,233
+5% +$37.9K
GCP
2017
DELISTED
GCP Applied Technologies Inc.
GCP
$807K ﹤0.01%
35,666
-2,000
-5% -$45.3K
VEON icon
2018
VEON
VEON
$3.71B
$804K ﹤0.01%
11,479
+2,502
+28% +$175K
LGF.B
2019
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$802K ﹤0.01%
69,104
ACOR
2020
DELISTED
Acorda Therapeutics, Inc.
ACOR
$800K ﹤0.01%
869
POWL icon
2021
Powell Industries
POWL
$3.47B
$799K ﹤0.01%
21,028
TBRG icon
2022
TruBridge
TBRG
$302M
$798K ﹤0.01%
28,708
+294
+1% +$8.17K
AMAG
2023
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
$798K ﹤0.01%
79,887
-1,971
-2% -$19.7K
XNCR icon
2024
Xencor
XNCR
$613M
$795K ﹤0.01%
19,421
+448
+2% +$18.3K
OMI icon
2025
Owens & Minor
OMI
$412M
$794K ﹤0.01%
248,114
-1,959
-0.8% -$6.27K