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
NG icon
2301
NovaGold Resources
NG
$2.69B
$67K ﹤0.01%
16,023
PETS icon
2302
PetMed Express
PETS
$56.4M
$67K ﹤0.01%
3,837
SCVL icon
2303
Shoe Carnival
SCVL
$653M
$67K ﹤0.01%
5,776
SSL icon
2304
Sasol
SSL
$4.54B
$67K ﹤0.01%
2,484
TMHC icon
2305
Taylor Morrison
TMHC
$6.89B
$67K ﹤0.01%
4,186
LBY
2306
DELISTED
Libbey, Inc.
LBY
$67K ﹤0.01%
3,156
LION
2307
DELISTED
Fidelity Southern Corporation
LION
$67K ﹤0.01%
3,013
CWEN.A icon
2308
Clearway Energy Class A
CWEN.A
$3.18B
$66K ﹤0.01%
4,811
ENTA icon
2309
Enanta Pharmaceuticals
ENTA
$178M
$66K ﹤0.01%
1,990
IBCP icon
2310
Independent Bank Corp
IBCP
$661M
$66K ﹤0.01%
4,284
VRA icon
2311
Vera Bradley
VRA
$63.7M
$66K ﹤0.01%
4,181
XNCR icon
2312
Xencor
XNCR
$596M
$66K ﹤0.01%
4,738
TRVN
2313
DELISTED
Trevena, Inc.
TRVN
$66K ﹤0.01%
+10
New +$66K
BKMU
2314
DELISTED
Bank Mutual Corp
BKMU
$66K ﹤0.01%
8,236
KELYA icon
2315
Kelly Services Class A
KELYA
$465M
$65K ﹤0.01%
4,020
ONTO icon
2316
Onto Innovation
ONTO
$5.2B
$65K ﹤0.01%
4,185
PFBC icon
2317
Preferred Bank
PFBC
$1.17B
$65K ﹤0.01%
1,948
ZUMZ icon
2318
Zumiez
ZUMZ
$356M
$65K ﹤0.01%
4,232
FNHC
2319
DELISTED
FedNat Holding Company Common Stock
FNHC
$65K ﹤0.01%
2,182
RENT
2320
DELISTED
RENTRAK CORP
RENT
$65K ﹤0.01%
1,351
IIP
2321
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
$65K ﹤0.01%
10,229
DAKT icon
2322
Daktronics
DAKT
$1.03B
$64K ﹤0.01%
7,174
GGB icon
2323
Gerdau
GGB
$6.19B
$64K ﹤0.01%
67,060
-22,428
-25% -$21.4K
IMMR icon
2324
Immersion
IMMR
$222M
$64K ﹤0.01%
5,590
IPAR icon
2325
Interparfums
IPAR
$3.47B
$64K ﹤0.01%
2,694