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
SRCE icon
2101
1st Source
SRCE
$1.57B
$96K ﹤0.01%
3,015
TFSL icon
2102
TFS Financial
TFSL
$3.76B
$96K ﹤0.01%
5,120
CONN
2103
DELISTED
Conn's Inc.
CONN
$96K ﹤0.01%
4,143
LDL
2104
DELISTED
Lydall, Inc.
LDL
$96K ﹤0.01%
2,665
FRED
2105
DELISTED
Fred's Inc
FRED
$96K ﹤0.01%
5,928
FORM icon
2106
FormFactor
FORM
$2.37B
$95K ﹤0.01%
10,583
HSII icon
2107
Heidrick & Struggles
HSII
$1.04B
$95K ﹤0.01%
3,448
MODV
2108
DELISTED
ModivCare
MODV
$95K ﹤0.01%
2,029
WWE
2109
DELISTED
World Wrestling Entertainment
WWE
$95K ﹤0.01%
5,223
BMTC
2110
DELISTED
Bryn Mawr Bank Corp
BMTC
$94K ﹤0.01%
3,219
DERM
2111
DELISTED
Dermira, Inc.
DERM
$94K ﹤0.01%
+2,726
New +$94K
ELGX
2112
DELISTED
Endologix Inc
ELGX
$94K ﹤0.01%
932
CPLA
2113
DELISTED
Capella Education Company
CPLA
$94K ﹤0.01%
2,022
CXRX
2114
DELISTED
Concordia International Corp. Common Stock
CXRX
$94K ﹤0.01%
2,303
+800
+53% +$32.7K
ATRC icon
2115
AtriCure
ATRC
$1.82B
$93K ﹤0.01%
4,185
DHIL icon
2116
Diamond Hill
DHIL
$390M
$93K ﹤0.01%
491
NTRI
2117
DELISTED
NutriSystem, Inc.
NTRI
$93K ﹤0.01%
4,315
OHAI
2118
DELISTED
OHA Investment Corporation
OHAI
$93K ﹤0.01%
24,665
AMC icon
2119
AMC Entertainment Holdings
AMC
$1.46B
$92K ﹤0.01%
389
CENTA icon
2120
Central Garden & Pet Class A
CENTA
$2.07B
$92K ﹤0.01%
8,384
CEVA icon
2121
CEVA Inc
CEVA
$568M
$92K ﹤0.01%
3,902
MTSI icon
2122
MACOM Technology Solutions
MTSI
$9.84B
$92K ﹤0.01%
2,237
HTLF
2123
DELISTED
Heartland Financial USA, Inc.
HTLF
$92K ﹤0.01%
2,882
ATRI
2124
DELISTED
Atrion Corp
ATRI
$92K ﹤0.01%
234
TWOU
2125
DELISTED
2U, Inc.
TWOU
$92K ﹤0.01%
110