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
+1.07%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$83.7B
AUM Growth
-$1.35B
Cap. Flow
-$1.41B
Cap. Flow %
-1.69%
Top 10 Hldgs %
15.6%
Holding
2,835
New
167
Increased
1,177
Reduced
645
Closed
47

Sector Composition

1 Financials 15.97%
2 Healthcare 13.86%
3 Technology 13.18%
4 Industrials 9.24%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EFSC icon
2351
Enterprise Financial Services Corp
EFSC
$2.26B
$64K ﹤0.01%
3,131
MSEX icon
2352
Middlesex Water
MSEX
$957M
$64K ﹤0.01%
2,828
PRDO icon
2353
Perdoceo Education
PRDO
$2.18B
$64K ﹤0.01%
12,525
RAIL icon
2354
FreightCar America
RAIL
$158M
$64K ﹤0.01%
2,116
SUP
2355
DELISTED
Superior Industries International
SUP
$64K ﹤0.01%
3,377
CMLS
2356
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$64K ﹤0.01%
3,222
+734
+30% +$14.6K
GLUU
2357
DELISTED
Glu Mobile Inc.
GLUU
$64K ﹤0.01%
12,983
USG
2358
DELISTED
Usg
USG
$64K ﹤0.01%
+2,415
New +$64K
BNCN
2359
DELISTED
BNC Bancorp
BNCN
$64K ﹤0.01%
3,568
MESG
2360
DELISTED
XURA INC COM (DE)
MESG
$64K ﹤0.01%
3,265
CKP
2361
DELISTED
CHECKPOINT SYSTEMS INC
CKP
$64K ﹤0.01%
5,951
UNIS
2362
DELISTED
Unilife Corporation
UNIS
$64K ﹤0.01%
1,635
IBTX
2363
DELISTED
Independent Bank Group, Inc.
IBTX
$64K ﹤0.01%
1,664
OSIR
2364
DELISTED
Osiris Therapeutics, Inc. Common Stock
OSIR
$64K ﹤0.01%
3,629
OB
2365
DELISTED
Onebeacon Insurance Group Ltd
OB
$64K ﹤0.01%
4,225
ALK icon
2366
Alaska Air
ALK
$7.34B
$63K ﹤0.01%
956
-48,086
-98% -$3.17M
PETS icon
2367
PetMed Express
PETS
$58.9M
$63K ﹤0.01%
3,837
SPOK icon
2368
Spok Holdings
SPOK
$357M
$63K ﹤0.01%
3,216
VTOL icon
2369
Bristow Group
VTOL
$1.1B
$63K ﹤0.01%
1,501
XOMA icon
2370
Xoma
XOMA
$427M
$63K ﹤0.01%
843
OMED
2371
DELISTED
OncoMed Pharmaceuticals, Inc.
OMED
$63K ﹤0.01%
2,417
CALX icon
2372
Calix
CALX
$3.99B
$62K ﹤0.01%
7,573
ENTA icon
2373
Enanta Pharmaceuticals
ENTA
$190M
$62K ﹤0.01%
1,990
HOV icon
2374
Hovnanian Enterprises
HOV
$906M
$62K ﹤0.01%
674
NVEC icon
2375
NVE Corp
NVEC
$324M
$62K ﹤0.01%
910