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
+4.16%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$98.7B
AUM Growth
+$3.81B
Cap. Flow
+$842M
Cap. Flow %
0.85%
Top 10 Hldgs %
16.13%
Holding
2,939
New
32
Increased
1,614
Reduced
690
Closed
67

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FLIC
2326
DELISTED
First of Long Island Corp
FLIC
$75K ﹤0.01%
3,384
-303
-8% -$6.72K
UVSP icon
2327
Univest Financial
UVSP
$896M
$75K ﹤0.01%
3,184
-613
-16% -$14.4K
CTT
2328
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$75K ﹤0.01%
6,505
-491
-7% -$5.66K
CACQ
2329
DELISTED
Caesars Acquisition Company
CACQ
$75K ﹤0.01%
6,060
-724
-11% -$8.96K
YELL
2330
DELISTED
Yellow Corporation Common Stock
YELL
$75K ﹤0.01%
6,208
ANGI icon
2331
Angi Inc
ANGI
$784M
$74K ﹤0.01%
736
-100
-12% -$10.1K
MG icon
2332
Mistras Group
MG
$304M
$74K ﹤0.01%
3,149
ISLE
2333
DELISTED
Isle of Capri Casinos Inc
ISLE
$74K ﹤0.01%
3,288
SCNB
2334
DELISTED
Suffolk Bancorp
SCNB
$74K ﹤0.01%
2,152
-202
-9% -$6.95K
AEPI
2335
DELISTED
AEP Industries Inc
AEPI
$74K ﹤0.01%
674
CWST icon
2336
Casella Waste Systems
CWST
$5.84B
$73K ﹤0.01%
7,197
DCOM icon
2337
Dime Community Bancshares
DCOM
$1.34B
$73K ﹤0.01%
2,556
JBSS icon
2338
John B. Sanfilippo & Son
JBSS
$728M
$73K ﹤0.01%
1,416
KFRC icon
2339
Kforce
KFRC
$563M
$73K ﹤0.01%
3,679
-337
-8% -$6.69K
LADR
2340
Ladder Capital
LADR
$1.51B
$73K ﹤0.01%
5,553
-536
-9% -$7.05K
SBCF icon
2341
Seacoast Banking Corp of Florida
SBCF
$2.71B
$73K ﹤0.01%
4,575
AD
2342
Array Digital Infrastructure, Inc.
AD
$4.44B
$73K ﹤0.01%
2,015
+1,212
+151% +$43.9K
BNFT
2343
DELISTED
Benefitfocus, Inc.
BNFT
$73K ﹤0.01%
1,861
-79
-4% -$3.1K
ANH
2344
DELISTED
Anworth Mortgage Asset Corporation
ANH
$73K ﹤0.01%
14,790
-5,471
-27% -$27K
RPXC
2345
DELISTED
RPX Corporation
RPXC
$73K ﹤0.01%
6,965
-782
-10% -$8.2K
CASH icon
2346
Pathward Financial
CASH
$1.75B
$72K ﹤0.01%
3,552
CNOB icon
2347
Center Bancorp
CNOB
$1.25B
$72K ﹤0.01%
3,990
-1,761
-31% -$31.8K
CSW
2348
CSW Industrials, Inc.
CSW
$4.31B
$72K ﹤0.01%
2,226
+196
+10% +$6.34K
GSBC icon
2349
Great Southern Bancorp
GSBC
$714M
$72K ﹤0.01%
1,768
KAI icon
2350
Kadant
KAI
$3.85B
$72K ﹤0.01%
1,392
-610
-30% -$31.6K