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
+4.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.13B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
463
Increased
2,302
Reduced
421
Closed
50

Top Sells

1
LNKD
LinkedIn Corporation
LNKD
+$87.2M
2
CVX icon
Chevron
CVX
+$60.4M
3
AA icon
Alcoa
AA
+$55.1M
4
YUM icon
Yum! Brands
YUM
+$47.4M
5
T icon
AT&T
T
+$43.1M

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.3%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GSBC icon
2351
Great Southern Bancorp
GSBC
$721M
$144K ﹤0.01%
2,628
+860
+49% +$47.1K
JBSS icon
2352
John B. Sanfilippo & Son
JBSS
$745M
$144K ﹤0.01%
2,050
+634
+45% +$44.5K
TSL
2353
DELISTED
Trina Solar Limited
TSL
$144K ﹤0.01%
15,500
TMHC icon
2354
Taylor Morrison
TMHC
$7.03B
$143K ﹤0.01%
7,432
+1,608
+28% +$30.9K
ANH
2355
DELISTED
Anworth Mortgage Asset Corporation
ANH
$143K ﹤0.01%
27,555
+12,765
+86% +$66.2K
FIT
2356
DELISTED
Fitbit, Inc. Class A common stock
FIT
$143K ﹤0.01%
19,552
+6,283
+47% +$46K
GKOS icon
2357
Glaukos
GKOS
$5.02B
$142K ﹤0.01%
4,149
+1,673
+68% +$57.3K
CUNB
2358
DELISTED
CU Bancorp
CUNB
$142K ﹤0.01%
3,978
+1,610
+68% +$57.5K
MG icon
2359
Mistras Group
MG
$307M
$141K ﹤0.01%
5,478
+2,329
+74% +$59.9K
GSAT icon
2360
Globalstar
GSAT
$3.84B
$141K ﹤0.01%
6,011
+2,471
+70% +$58K
LRN icon
2361
Stride
LRN
$7.03B
$141K ﹤0.01%
8,195
+3,707
+83% +$63.8K
QDEL icon
2362
QuidelOrtho
QDEL
$2.03B
$141K ﹤0.01%
6,625
+3,322
+101% +$70.7K
CCF
2363
DELISTED
Chase Corporation
CCF
$141K ﹤0.01%
1,678
+758
+82% +$63.7K
PVG
2364
DELISTED
PRETIUM RESOURCES INC.
PVG
$141K ﹤0.01%
17,000
GNMK
2365
DELISTED
GenMark Diagnostics, Inc
GNMK
$141K ﹤0.01%
11,430
+4,343
+61% +$53.6K
CWEN.A icon
2366
Clearway Energy Class A
CWEN.A
$3.21B
$140K ﹤0.01%
9,067
+2,556
+39% +$39.5K
KFRC icon
2367
Kforce
KFRC
$583M
$140K ﹤0.01%
6,087
+2,408
+65% +$55.4K
JOBS
2368
DELISTED
51job, Inc.
JOBS
$139K ﹤0.01%
4,100
-1,500
-27% -$50.9K
TOWR
2369
DELISTED
Tower International, Inc.
TOWR
$139K ﹤0.01%
4,922
+1,990
+68% +$56.2K
CDI
2370
DELISTED
CDI Corp.
CDI
$139K ﹤0.01%
18,376
+9,076
+98% +$68.7K
LILA icon
2371
Liberty Latin America Class A
LILA
$1.53B
$138K ﹤0.01%
+6,664
New +$138K
MMI icon
2372
Marcus & Millichap
MMI
$1.29B
$138K ﹤0.01%
5,170
+2,024
+64% +$54K
PEBO icon
2373
Peoples Bancorp
PEBO
$1.09B
$138K ﹤0.01%
4,237
+1,517
+56% +$49.4K
KOS icon
2374
Kosmos Energy
KOS
$827M
$137K ﹤0.01%
+19,460
New +$137K
ONIT
2375
Onity Group Inc.
ONIT
$366M
$137K ﹤0.01%
1,696
+648
+62% +$52.3K