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
+0.77%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$83.4B
AUM Growth
-$2.44B
Cap. Flow
-$2.52B
Cap. Flow %
-3.02%
Top 10 Hldgs %
16.17%
Holding
2,646
New
1,317
Increased
725
Reduced
456
Closed
16

Sector Composition

1 Financials 16.2%
2 Healthcare 13.32%
3 Technology 13.19%
4 Energy 10.35%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KRO icon
2326
KRONOS Worldwide
KRO
$713M
$55K ﹤0.01%
+3,948
New +$55K
LADR
2327
Ladder Capital
LADR
$1.51B
$55K ﹤0.01%
+3,570
New +$55K
PACB icon
2328
Pacific Biosciences
PACB
$381M
$55K ﹤0.01%
+11,113
New +$55K
TOWN icon
2329
Towne Bank
TOWN
$2.87B
$55K ﹤0.01%
+3,995
New +$55K
UVSP icon
2330
Univest Financial
UVSP
$898M
$55K ﹤0.01%
+2,909
New +$55K
ATSG
2331
DELISTED
Air Transport Services Group, Inc.
ATSG
$55K ﹤0.01%
+7,537
New +$55K
SP
2332
DELISTED
SP Plus Corporation
SP
$55K ﹤0.01%
+2,959
New +$55K
LHCG
2333
DELISTED
LHC Group LLC
LHCG
$55K ﹤0.01%
+2,345
New +$55K
LIOX
2334
DELISTED
Lionbridge Technologies
LIOX
$55K ﹤0.01%
+12,200
New +$55K
RLYP
2335
DELISTED
RELYPSA INC COM
RLYP
$55K ﹤0.01%
+2,562
New +$55K
MIG
2336
DELISTED
MEADOWBROOK INSURANCE GRP INC
MIG
$55K ﹤0.01%
+9,450
New +$55K
ZEP
2337
DELISTED
ZEP INC COM STK (DE)
ZEP
$55K ﹤0.01%
+3,872
New +$55K
CDW icon
2338
CDW
CDW
$22.2B
$54K ﹤0.01%
+1,733
New +$54K
CECO icon
2339
Ceco Environmental
CECO
$1.67B
$54K ﹤0.01%
+3,966
New +$54K
CENTA icon
2340
Central Garden & Pet Class A
CENTA
$2.15B
$54K ﹤0.01%
+8,384
New +$54K
CEVA icon
2341
CEVA Inc
CEVA
$543M
$54K ﹤0.01%
+3,902
New +$54K
SRGA
2342
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$54K ﹤0.01%
+363
New +$54K
QTS
2343
DELISTED
QTS REALTY TRUST, INC.
QTS
$54K ﹤0.01%
+1,769
New +$54K
ARO
2344
DELISTED
AEROPOSTALE INC
ARO
$54K ﹤0.01%
16,360
-9,496
-37% -$31.3K
IO
2345
DELISTED
ION Geophysical Corporation
IO
$54K ﹤0.01%
+1,231
New +$54K
CSV icon
2346
Carriage Services
CSV
$671M
$53K ﹤0.01%
+3,005
New +$53K
EFSC icon
2347
Enterprise Financial Services Corp
EFSC
$2.24B
$53K ﹤0.01%
+3,131
New +$53K
LGIH icon
2348
LGI Homes
LGIH
$1.55B
$53K ﹤0.01%
+2,798
New +$53K
PETS icon
2349
PetMed Express
PETS
$63M
$53K ﹤0.01%
+3,837
New +$53K
PFIS icon
2350
Peoples Financial Services
PFIS
$529M
$53K ﹤0.01%
+1,130
New +$53K