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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HLNE icon
2301
Hamilton Lane
HLNE
$6.53B
$244K ﹤0.01%
4,273
+1,551
+57% +$88.6K
NCMI icon
2302
National CineMedia
NCMI
$455M
$243K ﹤0.01%
3,704
RES icon
2303
RPC Inc
RES
$986M
$243K ﹤0.01%
33,675
-5,093
-13% -$36.8K
FFG
2304
DELISTED
FBL Financial Group
FFG
$243K ﹤0.01%
3,802
CWEN.A icon
2305
Clearway Energy Class A
CWEN.A
$3.21B
$242K ﹤0.01%
15,015
RTL
2306
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
$242K ﹤0.01%
22,165
+19,296
+673% +$211K
BATRA icon
2307
Atlanta Braves Holdings Series A
BATRA
$2.86B
$241K ﹤0.01%
8,658
VRRM icon
2308
Verra Mobility
VRRM
$3.92B
$241K ﹤0.01%
+18,425
New +$241K
KAI icon
2309
Kadant
KAI
$3.69B
$240K ﹤0.01%
2,647
+617
+30% +$55.9K
BAND icon
2310
Bandwidth Inc
BAND
$495M
$238K ﹤0.01%
+3,182
New +$238K
SPWR
2311
DELISTED
SunPower Corporation Common Stock
SPWR
$238K ﹤0.01%
33,875
+1,597
+5% +$11.2K
EVH icon
2312
Evolent Health
EVH
$1.05B
$232K ﹤0.01%
29,164
+1,187
+4% +$9.44K
FIZZ icon
2313
National Beverage
FIZZ
$3.67B
$232K ﹤0.01%
10,420
+370
+4% +$8.24K
MSEX icon
2314
Middlesex Water
MSEX
$971M
$231K ﹤0.01%
3,897
+905
+30% +$53.6K
PGEN icon
2315
Precigen
PGEN
$1.13B
$230K ﹤0.01%
30,074
AMR icon
2316
Alpha Metallurgical Resources
AMR
$1.87B
$229K ﹤0.01%
+4,399
New +$229K
ATKR icon
2317
Atkore
ATKR
$2.06B
$229K ﹤0.01%
8,884
+1,538
+21% +$39.6K
ARQL
2318
DELISTED
Arqule Inc
ARQL
$228K ﹤0.01%
20,696
FFIC icon
2319
Flushing Financial
FFIC
$476M
$225K ﹤0.01%
10,116
+376
+4% +$8.36K
LRN icon
2320
Stride
LRN
$6.91B
$225K ﹤0.01%
7,401
+470
+7% +$14.3K
CBPO
2321
DELISTED
China Biologic Products Holdings, Inc.
CBPO
$225K ﹤0.01%
2,357
ATNX
2322
DELISTED
Athenex, Inc. Common Stock
ATNX
$224K ﹤0.01%
600
+208
+53% +$77.7K
ASNA
2323
DELISTED
Ascena Retail Group, Inc.
ASNA
$224K ﹤0.01%
19,982
-580
-3% -$6.5K
CTWS
2324
DELISTED
Connecticut Water Service Inc
CTWS
$224K ﹤0.01%
3,223
+778
+32% +$54.1K
HZNP
2325
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$223K ﹤0.01%
9,280
-77,138
-89% -$1.85M