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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MSEX icon
2151
Middlesex Water
MSEX
$971M
$623K ﹤0.01%
10,020
+671
+7% +$41.7K
ICPT
2152
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
$622K ﹤0.01%
15,025
-1,129
-7% -$46.7K
LGF.A
2153
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$621K ﹤0.01%
65,573
+15,109
+30% +$143K
BKD icon
2154
Brookdale Senior Living
BKD
$1.78B
$620K ﹤0.01%
244,038
-27,419
-10% -$69.7K
SFL icon
2155
SFL Corp
SFL
$1.06B
$618K ﹤0.01%
82,570
+13,747
+20% +$103K
MDGL icon
2156
Madrigal Pharmaceuticals
MDGL
$9.63B
$617K ﹤0.01%
5,203
-409
-7% -$48.5K
SRNE
2157
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$616K ﹤0.01%
55,219
-2,136
-4% -$23.8K
SWCH
2158
DELISTED
Switch, Inc. Class A Common Stock
SWCH
$614K ﹤0.01%
39,325
+18,709
+91% +$292K
SPNS icon
2159
Sapiens International
SPNS
$2.4B
$613K ﹤0.01%
19,688
-1,135
-5% -$35.3K
GFL icon
2160
GFL Environmental
GFL
$17.1B
$611K ﹤0.01%
+28,825
New +$611K
POWL icon
2161
Powell Industries
POWL
$3.47B
$611K ﹤0.01%
25,336
+279
+1% +$6.73K
ATCO
2162
DELISTED
Atlas Corp.
ATCO
$609K ﹤0.01%
68,073
GOLF icon
2163
Acushnet Holdings
GOLF
$4.38B
$607K ﹤0.01%
18,035
-1,400
-7% -$47.1K
HAYN
2164
DELISTED
Haynes International, Inc.
HAYN
$604K ﹤0.01%
35,355
+470
+1% +$8.03K
APPN icon
2165
Appian
APPN
$2.28B
$600K ﹤0.01%
9,267
-1,190
-11% -$77K
CPE
2166
DELISTED
Callon Petroleum Company
CPE
$600K ﹤0.01%
124,295
-8,029
-6% -$38.8K
SLCA
2167
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
$598K ﹤0.01%
199,145
-2,496
-1% -$7.5K
HLIO icon
2168
Helios Technologies
HLIO
$1.8B
$596K ﹤0.01%
16,375
-1,145
-7% -$41.7K
TWST icon
2169
Twist Bioscience
TWST
$1.53B
$596K ﹤0.01%
7,841
-973
-11% -$74K
HTLF
2170
DELISTED
Heartland Financial USA, Inc.
HTLF
$589K ﹤0.01%
19,637
-1,391
-7% -$41.7K
RNST icon
2171
Renasant Corp
RNST
$3.68B
$585K ﹤0.01%
25,773
-2,289
-8% -$52K
LADR
2172
Ladder Capital
LADR
$1.48B
$584K ﹤0.01%
81,961
+12,208
+18% +$87K
EPZM
2173
DELISTED
Epizyme, Inc
EPZM
$582K ﹤0.01%
48,817
-3,821
-7% -$45.6K
TFSL icon
2174
TFS Financial
TFSL
$3.75B
$576K ﹤0.01%
39,214
+342
+0.9% +$5.02K
FCRD
2175
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
$572K ﹤0.01%
230,042