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
ATCO
2201
DELISTED
Atlas Corp.
ATCO
$377K ﹤0.01%
38,411
RETA
2202
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$376K ﹤0.01%
3,979
+288
+8% +$27.2K
OSB
2203
DELISTED
Norbord Inc.
OSB
$376K ﹤0.01%
15,114
+1,805
+14% +$44.9K
ARES icon
2204
Ares Management
ARES
$40.1B
$371K ﹤0.01%
14,147
+10,719
+313% +$281K
TTSH icon
2205
Tile Shop Holdings
TTSH
$273M
$369K ﹤0.01%
92,317
CWST icon
2206
Casella Waste Systems
CWST
$5.79B
$368K ﹤0.01%
9,284
+1,144
+14% +$45.3K
ASR icon
2207
Grupo Aeroportuario del Sureste
ASR
$10.4B
$366K ﹤0.01%
2,261
FIT
2208
DELISTED
Fitbit, Inc. Class A common stock
FIT
$361K ﹤0.01%
81,908
+2,821
+4% +$12.4K
WASH icon
2209
Washington Trust Bancorp
WASH
$573M
$360K ﹤0.01%
6,893
+159
+2% +$8.3K
IWB icon
2210
iShares Russell 1000 ETF
IWB
$44.5B
$359K ﹤0.01%
2,200
+550
+33% +$89.8K
ATRA icon
2211
Atara Biotherapeutics
ATRA
$85.1M
$356K ﹤0.01%
708
+28
+4% +$14.1K
FVRR icon
2212
Fiverr
FVRR
$881M
$356K ﹤0.01%
+12,000
New +$356K
PRIM icon
2213
Primoris Services
PRIM
$6.59B
$355K ﹤0.01%
16,927
+445
+3% +$9.33K
RDUS
2214
DELISTED
Radius Recycling
RDUS
$348K ﹤0.01%
13,310
ADT icon
2215
ADT
ADT
$7.24B
$344K ﹤0.01%
56,335
+5,075
+10% +$31K
HBM icon
2216
Hudbay
HBM
$5.35B
$343K ﹤0.01%
63,231
+2,004
+3% +$10.9K
HCC icon
2217
Warrior Met Coal
HCC
$3.04B
$343K ﹤0.01%
13,128
+1,513
+13% +$39.5K
CDE icon
2218
Coeur Mining
CDE
$9.98B
$341K ﹤0.01%
78,547
+7,127
+10% +$30.9K
ENIA
2219
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$340K ﹤0.01%
38,322
+5,691
+17% +$50.5K
TBPH icon
2220
Theravance Biopharma
TBPH
$720M
$339K ﹤0.01%
20,790
+500
+2% +$8.15K
RESI
2221
DELISTED
Front Yard Residential Corporation Common Stock
RESI
$337K ﹤0.01%
27,556
+686
+3% +$8.39K
HASI icon
2222
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.48B
$336K ﹤0.01%
11,914
+750
+7% +$21.2K
NTRA icon
2223
Natera
NTRA
$23.1B
$335K ﹤0.01%
12,125
+5,942
+96% +$164K
GPRO icon
2224
GoPro
GPRO
$327M
$334K ﹤0.01%
61,182
+2,029
+3% +$11.1K
WMK icon
2225
Weis Markets
WMK
$1.75B
$329K ﹤0.01%
9,039