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
WASH icon
2026
Washington Trust Bancorp
WASH
$570M
$102K ﹤0.01%
2,690
+662
+33% +$25.1K
RRTS
2027
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
$102K ﹤0.01%
162
FRED
2028
DELISTED
Fred's Inc
FRED
$102K ﹤0.01%
5,928
RJET
2029
DELISTED
REPUBLIC AWYS HLDGS INC
RJET
$102K ﹤0.01%
7,347
+564
+8% +$7.83K
CVCO icon
2030
Cavco Industries
CVCO
$4.28B
$101K ﹤0.01%
1,329
GTN icon
2031
Gray Television
GTN
$579M
$101K ﹤0.01%
7,237
HZO icon
2032
MarineMax
HZO
$545M
$101K ﹤0.01%
3,790
LKFN icon
2033
Lakeland Financial Corp
LKFN
$1.68B
$101K ﹤0.01%
3,737
SWBI icon
2034
Smith & Wesson
SWBI
$416M
$101K ﹤0.01%
10,215
WSFS icon
2035
WSFS Financial
WSFS
$3.15B
$101K ﹤0.01%
3,987
SN
2036
DELISTED
Sanchez Energy Corporation
SN
$101K ﹤0.01%
7,814
BLT
2037
DELISTED
BLOUNT INTERNATIONAL (NEW)
BLT
$101K ﹤0.01%
7,881
+587
+8% +$7.52K
ATML
2038
DELISTED
ATMEL CORP
ATML
$101K ﹤0.01%
12,245
-68,563
-85% -$566K
ISSI
2039
DELISTED
INTEGRATED SILICON SOLUTN INC
ISSI
$101K ﹤0.01%
5,613
DTSI
2040
DELISTED
DTS, Inc.
DTSI
$101K ﹤0.01%
2,970
DCOM
2041
DELISTED
Dime Community Bancshares
DCOM
$101K ﹤0.01%
6,253
FOR icon
2042
Forestar Group
FOR
$1.4B
$100K ﹤0.01%
6,313
+1,204
+24% +$19.1K
GDOT icon
2043
Green Dot
GDOT
$757M
$100K ﹤0.01%
6,227
+1,662
+36% +$26.7K
MORN icon
2044
Morningstar
MORN
$10.6B
$100K ﹤0.01%
1,329
+875
+193% +$65.8K
PDFS icon
2045
PDF Solutions
PDFS
$763M
$100K ﹤0.01%
5,525
+1,036
+23% +$18.8K
WGO icon
2046
Winnebago Industries
WGO
$953M
$100K ﹤0.01%
4,741
+701
+17% +$14.8K
SASR
2047
DELISTED
Sandy Spring Bancorp Inc
SASR
$100K ﹤0.01%
3,808
+330
+9% +$8.67K
TMX
2048
DELISTED
Terminix Global Holdings, Inc.
TMX
$100K ﹤0.01%
+4,439
New +$100K
CBF
2049
DELISTED
Capital Bank Financial Corp. Class A Common Stock
CBF
$100K ﹤0.01%
3,610
SALE
2050
DELISTED
RetailMeNot, Inc. Series 1
SALE
$100K ﹤0.01%
5,548
+1,111
+25% +$20K