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
+4.16%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$98.7B
AUM Growth
+$3.81B
Cap. Flow
+$842M
Cap. Flow %
0.85%
Top 10 Hldgs %
16.13%
Holding
2,939
New
32
Increased
1,614
Reduced
690
Closed
67

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SENEA icon
2076
Seneca Foods Class A
SENEA
$765M
$169K ﹤0.01%
5,975
+4,457
+294% +$126K
CNS icon
2077
Cohen & Steers
CNS
$3.66B
$168K ﹤0.01%
3,920
-158
-4% -$6.77K
SHOP icon
2078
Shopify
SHOP
$188B
$168K ﹤0.01%
+39,060
New +$168K
ELNK
2079
DELISTED
EarthLink Holdings Corp.
ELNK
$166K ﹤0.01%
27,020
+3,668
+16% +$22.5K
MXL icon
2080
MaxLinear
MXL
$1.4B
$164K ﹤0.01%
8,134
-362
-4% -$7.3K
KRNY icon
2081
Kearny Financial
KRNY
$421M
$163K ﹤0.01%
12,131
-2,548
-17% -$34.2K
DDC
2082
DELISTED
Dominion Diamond Corporation
DDC
$163K ﹤0.01%
16,848
AUB icon
2083
Atlantic Union Bankshares
AUB
$5.04B
$161K ﹤0.01%
6,078
-334
-5% -$8.85K
FCB
2084
DELISTED
FCB Financial Holdings, Inc.
FCB
$161K ﹤0.01%
4,207
GCI icon
2085
Gannett
GCI
$632M
$160K ﹤0.01%
10,303
-434
-4% -$6.74K
TBHC
2086
The Brand House Collective, Inc. Common Stock
TBHC
$49.6M
$160K ﹤0.01%
13,135
+10,403
+381% +$127K
H icon
2087
Hyatt Hotels
H
$13.9B
$159K ﹤0.01%
3,217
ORN icon
2088
Orion Group Holdings
ORN
$305M
$159K ﹤0.01%
23,359
+18,300
+362% +$125K
MACK
2089
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$159K ﹤0.01%
3,212
-190
-6% -$9.41K
TSL
2090
DELISTED
Trina Solar Limited
TSL
$159K ﹤0.01%
15,500
WSFS icon
2091
WSFS Financial
WSFS
$3.17B
$158K ﹤0.01%
4,321
-284
-6% -$10.4K
SMRT
2092
DELISTED
Stein Mart Inc
SMRT
$158K ﹤0.01%
24,880
+20,644
+487% +$131K
DSGX icon
2093
Descartes Systems
DSGX
$9.19B
$157K ﹤0.01%
7,300
GDDY icon
2094
GoDaddy
GDDY
$20.6B
$157K ﹤0.01%
4,537
ARI
2095
Apollo Commercial Real Estate
ARI
$1.53B
$156K ﹤0.01%
9,542
+1,668
+21% +$27.3K
ELGX
2096
DELISTED
Endologix Inc
ELGX
$156K ﹤0.01%
1,257
EHTH icon
2097
eHealth
EHTH
$124M
$155K ﹤0.01%
13,882
+10,900
+366% +$122K
VTOL icon
2098
Bristow Group
VTOL
$1.1B
$155K ﹤0.01%
9,667
+8,166
+544% +$131K
AFSI
2099
DELISTED
AmTrust Financial Services, Inc.
AFSI
$155K ﹤0.01%
5,790
FFG
2100
DELISTED
FBL Financial Group
FFG
$154K ﹤0.01%
2,431
-131
-5% -$8.3K