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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
XLP icon
2176
Consumers Staples Select Sector SPDR Fund
XLP
$16B
$431K ﹤0.01%
+7,760
New +$431K
BCIC
2177
BCP Investment Corporation Common Stock
BCIC
$159M
$430K ﹤0.01%
18,951
+612
+3% +$13.9K
CEPU
2178
Central Puerto
CEPU
$1.29B
$429K ﹤0.01%
46,382
-58,088
-56% -$537K
NOK icon
2179
Nokia
NOK
$24.3B
$424K ﹤0.01%
84,645
PVG
2180
DELISTED
PRETIUM RESOURCES INC.
PVG
$418K ﹤0.01%
41,680
+1,726
+4% +$17.3K
KTOS icon
2181
Kratos Defense & Security Solutions
KTOS
$11.7B
$416K ﹤0.01%
18,168
+1,002
+6% +$22.9K
LOMA
2182
Loma Negra
LOMA
$888M
$412K ﹤0.01%
35,278
-47,100
-57% -$550K
AIMT
2183
DELISTED
Aimmune Therapeutics, Inc.
AIMT
$407K ﹤0.01%
19,550
+1,069
+6% +$22.3K
RUN icon
2184
Sunrun
RUN
$3.71B
$403K ﹤0.01%
21,476
+4,026
+23% +$75.5K
VTOL icon
2185
Bristow Group
VTOL
$1.09B
$403K ﹤0.01%
24,131
BELFB
2186
Bel Fuse Class B
BELFB
$1.79B
$402K ﹤0.01%
23,438
NVTA
2187
DELISTED
Invitae Corporation
NVTA
$398K ﹤0.01%
17,993
+4,191
+30% +$92.7K
AG icon
2188
First Majestic Silver
AG
$5.15B
$394K ﹤0.01%
49,824
TVTX icon
2189
Travere Therapeutics
TVTX
$2.09B
$394K ﹤0.01%
19,633
+1,109
+6% +$22.3K
LTRPA
2190
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$391K ﹤0.01%
31,579
+683
+2% +$8.46K
CRC
2191
DELISTED
California Resources Corporation
CRC
$390K ﹤0.01%
19,820
+1,394
+8% +$27.4K
WK icon
2192
Workiva
WK
$4.34B
$389K ﹤0.01%
6,704
+1,147
+21% +$66.6K
HTZ.RT
2193
DELISTED
Hertz Global Holdings
HTZ.RT
$389K ﹤0.01%
+190,448
New +$389K
IVC
2194
DELISTED
Invacare Corporation
IVC
$387K ﹤0.01%
78,799
-93
-0.1% -$457
ASML icon
2195
ASML
ASML
$320B
$386K ﹤0.01%
1,859
+159
+9% +$33K
HL icon
2196
Hecla Mining
HL
$7.51B
$383K ﹤0.01%
212,833
+7,479
+4% +$13.5K
DOOO icon
2197
Bombardier Recreational Products
DOOO
$4.7B
$382K ﹤0.01%
10,658
-14,749
-58% -$529K
LQDT icon
2198
Liquidity Services
LQDT
$849M
$382K ﹤0.01%
62,718
KNSL icon
2199
Kinsale Capital Group
KNSL
$10.1B
$379K ﹤0.01%
4,143
+531
+15% +$48.6K
CLBK icon
2200
Columbia Financial
CLBK
$1.6B
$377K ﹤0.01%
24,927
+629
+3% +$9.51K