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
SPWR
2226
DELISTED
SunPower Corporation Common Stock
SPWR
$78K ﹤0.01%
3,978
+15
+0.4% +$294
NMBL
2227
DELISTED
Nimble Storage, Inc.
NMBL
$78K ﹤0.01%
8,376
EPIQ
2228
DELISTED
EPIQ SYSTEMS INC
EPIQ
$78K ﹤0.01%
5,795
LDRH
2229
DELISTED
LDR HOLDINGS CORP COM STK
LDRH
$78K ﹤0.01%
3,157
RLD
2230
DELISTED
REALD INC COM STK
RLD
$78K ﹤0.01%
7,410
BUSE icon
2231
First Busey Corp
BUSE
$2.19B
$77K ﹤0.01%
3,680
HASI icon
2232
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.45B
$77K ﹤0.01%
4,040
HEES
2233
DELISTED
H&E Equipment Services
HEES
$77K ﹤0.01%
4,423
MSEX icon
2234
Middlesex Water
MSEX
$954M
$77K ﹤0.01%
2,828
UFI icon
2235
UNIFI
UFI
$83M
$77K ﹤0.01%
2,736
BLT
2236
DELISTED
BLOUNT INTERNATIONAL (NEW)
BLT
$77K ﹤0.01%
7,881
CNOB icon
2237
Center Bancorp
CNOB
$1.25B
$76K ﹤0.01%
4,072
GRC icon
2238
Gorman-Rupp
GRC
$1.12B
$76K ﹤0.01%
2,791
LADR
2239
Ladder Capital
LADR
$1.5B
$76K ﹤0.01%
6,093
-1,443
-19% -$18K
MED icon
2240
Medifast
MED
$152M
$76K ﹤0.01%
2,516
PAHC icon
2241
Phibro Animal Health
PAHC
$1.67B
$76K ﹤0.01%
2,511
ANAT
2242
DELISTED
American National Group, Inc. Common Stock
ANAT
$76K ﹤0.01%
743
ENT
2243
DELISTED
Global Eagle Entertainment Inc.
ENT
$76K ﹤0.01%
305
TSG
2244
DELISTED
The Stars Group Inc.
TSG
$76K ﹤0.01%
6,074
+1,100
+22% +$13.8K
TXTR
2245
DELISTED
TEXTURA CORPORATION COM
TXTR
$76K ﹤0.01%
3,471
WPP
2246
DELISTED
WAUSAU PAPER CORP.
WPP
$76K ﹤0.01%
7,402
COBZ
2247
DELISTED
CoBiz Financial,Inc
COBZ
$76K ﹤0.01%
5,660
MWW
2248
DELISTED
Monster Worldwide Inc
MWW
$76K ﹤0.01%
12,964
BANF icon
2249
BancFirst
BANF
$4.46B
$75K ﹤0.01%
2,528
CIGI icon
2250
Colliers International
CIGI
$8.4B
$75K ﹤0.01%
1,689