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
SYBT icon
2076
Stock Yards Bancorp
SYBT
$2.28B
$100K ﹤0.01%
3,948
CHUY
2077
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$100K ﹤0.01%
3,231
UTEK
2078
DELISTED
Ultratech Inc.
UTEK
$100K ﹤0.01%
5,043
ATRO icon
2079
Astronics
ATRO
$1.48B
$99K ﹤0.01%
3,218
-482
-13% -$14.8K
FFIC icon
2080
Flushing Financial
FFIC
$472M
$99K ﹤0.01%
4,436
FRO icon
2081
Frontline
FRO
$5.04B
$99K ﹤0.01%
+6,594
New +$99K
WD icon
2082
Walker & Dunlop
WD
$2.98B
$99K ﹤0.01%
3,472
BFX
2083
DELISTED
BowFlex Inc.
BFX
$99K ﹤0.01%
5,912
LORL
2084
DELISTED
Loral Space and Communications, Inc.
LORL
$99K ﹤0.01%
2,495
NSM
2085
DELISTED
Nationstar Mortgage Holdings
NSM
$99K ﹤0.01%
7,422
BDBD
2086
DELISTED
BOULDER BRANDS INC
BDBD
$99K ﹤0.01%
9,010
PBYI icon
2087
Puma Biotechnology
PBYI
$233M
$98K ﹤0.01%
1,252
-11,890
-90% -$931K
STRA icon
2088
Strategic Education
STRA
$1.97B
$98K ﹤0.01%
1,587
ATSG
2089
DELISTED
Air Transport Services Group, Inc.
ATSG
$98K ﹤0.01%
9,646
CSFL
2090
DELISTED
CenterState Bank Corporation Common Stock
CSFL
$98K ﹤0.01%
6,289
SSNI
2091
DELISTED
Silver Spring Networks, Inc.
SSNI
$98K ﹤0.01%
6,907
-5,514
-44% -$78.2K
MESG
2092
DELISTED
XURA INC COM (DE)
MESG
$98K ﹤0.01%
4,061
FIBK icon
2093
First Interstate BancSystem
FIBK
$3.38B
$97K ﹤0.01%
3,304
W icon
2094
Wayfair
W
$11.8B
$97K ﹤0.01%
2,014
YELP icon
2095
Yelp
YELP
$1.95B
$97K ﹤0.01%
3,383
DCOM
2096
DELISTED
Dime Community Bancshares
DCOM
$97K ﹤0.01%
5,436
CRVL icon
2097
CorVel
CRVL
$4.49B
$96K ﹤0.01%
6,372
CTBI icon
2098
Community Trust Bancorp
CTBI
$1.04B
$96K ﹤0.01%
2,691
HFWA icon
2099
Heritage Financial
HFWA
$843M
$96K ﹤0.01%
5,095
SGMO icon
2100
Sangamo Therapeutics
SGMO
$161M
$96K ﹤0.01%
10,419