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
+4.85%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$133B
AUM Growth
+$9.19B
Cap. Flow
+$3.94B
Cap. Flow %
2.96%
Top 10 Hldgs %
15.39%
Holding
3,394
New
41
Increased
2,480
Reduced
322
Closed
89

Sector Composition

1 Financials 16.93%
2 Technology 15.14%
3 Healthcare 13.23%
4 Industrials 9.39%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FIBK icon
2251
First Interstate BancSystem
FIBK
$3.43B
$259K ﹤0.01%
6,796
+439
+7% +$16.7K
ADSW
2252
DELISTED
Advanced Disposal Services, Inc.
ADSW
$259K ﹤0.01%
10,296
+3,870
+60% +$97.4K
AGX icon
2253
Argan
AGX
$3.18B
$258K ﹤0.01%
3,847
+441
+13% +$29.6K
HEES
2254
DELISTED
H&E Equipment Services
HEES
$257K ﹤0.01%
8,780
+1,028
+13% +$30.1K
UCTT icon
2255
Ultra Clean Holdings
UCTT
$1.14B
$257K ﹤0.01%
8,448
+624
+8% +$19K
ACLS icon
2256
Axcelis
ACLS
$2.69B
$255K ﹤0.01%
9,493
+1,145
+14% +$30.8K
ATRI
2257
DELISTED
Atrion Corp
ATRI
$255K ﹤0.01%
380
+44
+13% +$29.5K
UBNK
2258
DELISTED
United Financial Bancorp, Inc.
UBNK
$255K ﹤0.01%
13,969
+1,632
+13% +$29.8K
GTT
2259
DELISTED
GTT Communications, Inc.
GTT
$255K ﹤0.01%
8,084
+731
+10% +$23.1K
SBCF icon
2260
Seacoast Banking Corp of Florida
SBCF
$2.71B
$254K ﹤0.01%
10,593
+578
+6% +$13.9K
CWH icon
2261
Camping World
CWH
$1.04B
$252K ﹤0.01%
6,233
+2,880
+86% +$116K
ZGNX
2262
DELISTED
Zogenix, Inc.
ZGNX
$252K ﹤0.01%
7,696
+1,066
+16% +$34.9K
GKOS icon
2263
Glaukos
GKOS
$4.75B
$250K ﹤0.01%
7,572
+332
+5% +$11K
GMS
2264
DELISTED
GMS Inc
GMS
$250K ﹤0.01%
7,047
+1,426
+25% +$50.6K
SIMO icon
2265
Silicon Motion
SIMO
$3.02B
$250K ﹤0.01%
5,200
TVTX icon
2266
Travere Therapeutics
TVTX
$2.09B
$250K ﹤0.01%
10,051
+1,387
+16% +$34.5K
KTOS icon
2267
Kratos Defense & Security Solutions
KTOS
$11.7B
$249K ﹤0.01%
19,084
+2,219
+13% +$29K
JOBS
2268
DELISTED
51job, Inc.
JOBS
$249K ﹤0.01%
4,100
EFSC icon
2269
Enterprise Financial Services Corp
EFSC
$2.24B
$248K ﹤0.01%
5,838
+399
+7% +$17K
USNA icon
2270
Usana Health Sciences
USNA
$557M
$248K ﹤0.01%
4,289
+249
+6% +$14.4K
NSM
2271
DELISTED
Nationstar Mortgage Holdings
NSM
$248K ﹤0.01%
13,404
+199
+2% +$3.68K
CSII
2272
DELISTED
Cardiovascular Systems, Inc.
CSII
$247K ﹤0.01%
8,781
+1,018
+13% +$28.6K
LBAI
2273
DELISTED
Lakeland Bancorp Inc
LBAI
$244K ﹤0.01%
11,960
+782
+7% +$16K
CIG icon
2274
CEMIG Preferred Shares
CIG
$5.84B
$242K ﹤0.01%
191,841
LXRX icon
2275
Lexicon Pharmaceuticals
LXRX
$418M
$242K ﹤0.01%
19,699
+1,129
+6% +$13.9K