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
INVN
2201
DELISTED
Invensense Inc
INVN
$107K ﹤0.01%
14,737
CWEN.A icon
2202
Clearway Energy Class A
CWEN.A
$3.21B
$106K ﹤0.01%
6,511
-501
-7% -$8.16K
SAVE
2203
DELISTED
Spirit Airlines, Inc.
SAVE
$105K ﹤0.01%
2,468
AMC icon
2204
AMC Entertainment Holdings
AMC
$1.44B
$104K ﹤0.01%
337
-21
-6% -$6.48K
AXDX
2205
DELISTED
Accelerate Diagnostics
AXDX
$104K ﹤0.01%
390
-28
-7% -$7.47K
BUSE icon
2206
First Busey Corp
BUSE
$2.2B
$104K ﹤0.01%
4,587
NOAH
2207
Noah Holdings
NOAH
$793M
$104K ﹤0.01%
4,000
STBZ
2208
DELISTED
State Bank Financial Corporation. Common Stock
STBZ
$103K ﹤0.01%
4,633
-1,402
-23% -$31.2K
NNI icon
2209
Nelnet
NNI
$4.51B
$102K ﹤0.01%
2,568
-892
-26% -$35.4K
PPBI
2210
DELISTED
Pacific Premier Bancorp
PPBI
$102K ﹤0.01%
3,910
-204
-5% -$5.32K
AIMC
2211
DELISTED
Altra Industrial Motion Corp.
AIMC
$102K ﹤0.01%
3,567
-206
-5% -$5.89K
CBPX
2212
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
$102K ﹤0.01%
4,882
-294
-6% -$6.14K
BRSS
2213
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
$102K ﹤0.01%
3,601
TVTX icon
2214
Travere Therapeutics
TVTX
$2.23B
$101K ﹤0.01%
4,617
-1,728
-27% -$37.8K
ATSG
2215
DELISTED
Air Transport Services Group, Inc.
ATSG
$101K ﹤0.01%
7,115
-1,990
-22% -$28.2K
HEES
2216
DELISTED
H&E Equipment Services
HEES
$100K ﹤0.01%
5,914
+404
+7% +$6.83K
RRR icon
2217
Red Rock Resorts
RRR
$3.67B
$100K ﹤0.01%
4,388
-3,419
-44% -$77.9K
TMHC icon
2218
Taylor Morrison
TMHC
$7.03B
$100K ﹤0.01%
5,824
-785
-12% -$13.5K
LBAI
2219
DELISTED
Lakeland Bancorp Inc
LBAI
$100K ﹤0.01%
7,271
+1,153
+19% +$15.9K
UBNK
2220
DELISTED
United Financial Bancorp, Inc.
UBNK
$100K ﹤0.01%
7,333
XNCR icon
2221
Xencor
XNCR
$606M
$99K ﹤0.01%
4,047
-691
-15% -$16.9K
HTLF
2222
DELISTED
Heartland Financial USA, Inc.
HTLF
$99K ﹤0.01%
2,777
-247
-8% -$8.81K
CBF
2223
DELISTED
Capital Bank Financial Corp. Class A Common Stock
CBF
$99K ﹤0.01%
3,114
-177
-5% -$5.63K
SSRI
2224
DELISTED
Silver Standard Resources
SSRI
$99K ﹤0.01%
8,200
+3,600
+78% +$43.5K
AGX icon
2225
Argan
AGX
$3.21B
$98K ﹤0.01%
1,698
-570
-25% -$32.9K