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
NSA icon
2251
National Storage Affiliates Trust
NSA
$2.45B
$191K ﹤0.01%
8,700
+3,558
+69% +$78.1K
GTT
2252
DELISTED
GTT Communications, Inc.
GTT
$191K ﹤0.01%
6,669
+3,125
+88% +$89.5K
FORM icon
2253
FormFactor
FORM
$2.32B
$190K ﹤0.01%
16,886
+6,227
+58% +$70.1K
PSTG icon
2254
Pure Storage
PSTG
$26.9B
$190K ﹤0.01%
16,856
+7,286
+76% +$82.1K
CSII
2255
DELISTED
Cardiovascular Systems, Inc.
CSII
$190K ﹤0.01%
7,826
+3,910
+100% +$94.9K
AFSI
2256
DELISTED
AmTrust Financial Services, Inc.
AFSI
$190K ﹤0.01%
6,950
+1,160
+20% +$31.7K
SPNT icon
2257
SiriusPoint
SPNT
$2.22B
$187K ﹤0.01%
+16,108
New +$187K
UVSP icon
2258
Univest Financial
UVSP
$886M
$187K ﹤0.01%
6,019
+2,835
+89% +$88.1K
NSM
2259
DELISTED
Nationstar Mortgage Holdings
NSM
$187K ﹤0.01%
10,361
+2,183
+27% +$39.4K
ADPT
2260
DELISTED
Adeptus Health Inc.
ADPT
$187K ﹤0.01%
24,456
+12,109
+98% +$92.6K
PLOW icon
2261
Douglas Dynamics
PLOW
$752M
$186K ﹤0.01%
5,513
+2,685
+95% +$90.6K
APFH
2262
DELISTED
AdvancePierre Foods Holdings
APFH
$186K ﹤0.01%
6,317
+5,587
+765% +$165K
CACC icon
2263
Credit Acceptance
CACC
$5.33B
$185K ﹤0.01%
849
+132
+18% +$28.8K
HFWA icon
2264
Heritage Financial
HFWA
$833M
$185K ﹤0.01%
7,168
+2,875
+67% +$74.2K
PRMW
2265
DELISTED
Primo Water Corporation
PRMW
$185K ﹤0.01%
16,342
+5,600
+52% +$63.4K
CTBI icon
2266
Community Trust Bancorp
CTBI
$1.03B
$184K ﹤0.01%
3,703
+1,237
+50% +$61.5K
OCFC icon
2267
OceanFirst Financial
OCFC
$1.04B
$183K ﹤0.01%
6,113
+3,538
+137% +$106K
EIGI
2268
DELISTED
Endurance International Group Holdings, Inc.
EIGI
$182K ﹤0.01%
19,412
+5,889
+44% +$55.2K
QTWO icon
2269
Q2 Holdings
QTWO
$5.13B
$182K ﹤0.01%
6,293
+2,791
+80% +$80.7K
LBAI
2270
DELISTED
Lakeland Bancorp Inc
LBAI
$182K ﹤0.01%
9,430
+2,159
+30% +$41.7K
GABC icon
2271
German American Bancorp
GABC
$1.53B
$181K ﹤0.01%
5,171
+1,811
+54% +$63.4K
GDDY icon
2272
GoDaddy
GDDY
$20.1B
$181K ﹤0.01%
5,179
+642
+14% +$22.4K
TEAM icon
2273
Atlassian
TEAM
$45.9B
$181K ﹤0.01%
+7,499
New +$181K
CNOB icon
2274
Center Bancorp
CNOB
$1.26B
$180K ﹤0.01%
6,909
+2,919
+73% +$76K
EWC icon
2275
iShares MSCI Canada ETF
EWC
$3.26B
$180K ﹤0.01%
6,870
-6,710
-49% -$176K