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
+4.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.13B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
463
Increased
2,302
Reduced
421
Closed
50

Top Sells

1
LNKD
LinkedIn Corporation
LNKD
+$87.2M
2
CVX icon
Chevron
CVX
+$60.4M
3
AA icon
Alcoa
AA
+$55.1M
4
YUM icon
Yum! Brands
YUM
+$47.4M
5
T icon
AT&T
T
+$43.1M

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.3%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CASS icon
2226
Cass Information Systems
CASS
$565M
$207K ﹤0.01%
3,721
+1,701
+84% +$94.6K
HTHT icon
2227
Huazhu Hotels Group
HTHT
$11.4B
$207K ﹤0.01%
16,000
FNBC
2228
DELISTED
First NBC Bank Holding Company
FNBC
$207K ﹤0.01%
28,436
+14,914
+110% +$109K
CASH icon
2229
Pathward Financial
CASH
$1.72B
$206K ﹤0.01%
6,015
+2,463
+69% +$84.4K
ZNGA
2230
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$206K ﹤0.01%
80,197
+8,694
+12% +$22.3K
FIBK icon
2231
First Interstate BancSystem
FIBK
$3.43B
$204K ﹤0.01%
4,796
+1,725
+56% +$73.4K
H icon
2232
Hyatt Hotels
H
$13.7B
$203K ﹤0.01%
3,673
+456
+14% +$25.2K
HASI icon
2233
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.48B
$203K ﹤0.01%
10,707
+4,775
+80% +$90.5K
AAMI
2234
Acadian Asset Management Inc.
AAMI
$1.74B
$203K ﹤0.01%
+14,016
New +$203K
NRE
2235
DELISTED
NorthStar Realty Europe Corp.
NRE
$203K ﹤0.01%
16,201
+4,359
+37% +$54.6K
DDC
2236
DELISTED
Dominion Diamond Corporation
DDC
$203K ﹤0.01%
20,990
+4,142
+25% +$40.1K
CHRS icon
2237
Coherus Oncology, Inc. Common Stock
CHRS
$150M
$202K ﹤0.01%
7,158
+3,044
+74% +$85.9K
BTG icon
2238
B2Gold
BTG
$5.94B
$201K ﹤0.01%
84,474
MNDT
2239
DELISTED
Mandiant, Inc. Common Stock
MNDT
$201K ﹤0.01%
16,934
+2,456
+17% +$29.2K
CBPX
2240
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
$201K ﹤0.01%
8,630
+3,748
+77% +$87.3K
CNS icon
2241
Cohen & Steers
CNS
$3.65B
$200K ﹤0.01%
5,945
+2,025
+52% +$68.1K
CHH icon
2242
Choice Hotels
CHH
$5.22B
$199K ﹤0.01%
3,546
+530
+18% +$29.7K
ICPT
2243
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
$199K ﹤0.01%
1,825
+629
+53% +$68.6K
KCG
2244
DELISTED
KCG Holdings, Inc.
KCG
$198K ﹤0.01%
14,904
+6,116
+70% +$81.3K
BRSS
2245
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
$196K ﹤0.01%
5,703
+2,102
+58% +$72.2K
ERJ icon
2246
Embraer
ERJ
$10.5B
$195K ﹤0.01%
10,133
SAVE
2247
DELISTED
Spirit Airlines, Inc.
SAVE
$194K ﹤0.01%
3,357
+889
+36% +$51.4K
QUAD icon
2248
Quad
QUAD
$333M
$193K ﹤0.01%
7,154
+2,933
+69% +$79.1K
ATSG
2249
DELISTED
Air Transport Services Group, Inc.
ATSG
$193K ﹤0.01%
12,025
+4,910
+69% +$78.8K
MSFG
2250
DELISTED
MainSource Financial Group Inc
MSFG
$193K ﹤0.01%
5,603
+2,019
+56% +$69.5K