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
+4.85%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$133B
AUM Growth
+$9.19B
Cap. Flow
+$3.94B
Cap. Flow %
2.96%
Top 10 Hldgs %
15.39%
Holding
3,394
New
41
Increased
2,480
Reduced
322
Closed
89

Sector Composition

1 Financials 16.93%
2 Technology 15.14%
3 Healthcare 13.23%
4 Industrials 9.39%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SD icon
2351
SandRidge Energy
SD
$420M
$193K ﹤0.01%
9,611
+748
+8% +$15K
KBAL
2352
DELISTED
Kimball International
KBAL
$193K ﹤0.01%
9,671
-389
-4% -$7.76K
AG icon
2353
First Majestic Silver
AG
$5.15B
$192K ﹤0.01%
28,252
CTBI icon
2354
Community Trust Bancorp
CTBI
$1.03B
$192K ﹤0.01%
4,124
+331
+9% +$15.4K
SPWR
2355
DELISTED
SunPower Corporation Common Stock
SPWR
$192K ﹤0.01%
40,152
+12,292
+44% +$58.8K
BRSS
2356
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
$192K ﹤0.01%
5,685
+62
+1% +$2.09K
IRTC icon
2357
iRhythm Technologies
IRTC
$5.78B
$191K ﹤0.01%
3,668
+295
+9% +$15.4K
BMTC
2358
DELISTED
Bryn Mawr Bank Corp
BMTC
$191K ﹤0.01%
4,353
+87
+2% +$3.82K
DEA
2359
Easterly Government Properties
DEA
$1.07B
$190K ﹤0.01%
3,678
+267
+8% +$13.8K
NAT icon
2360
Nordic American Tanker
NAT
$669M
$189K ﹤0.01%
35,354
+479
+1% +$2.56K
NCMI icon
2361
National CineMedia
NCMI
$455M
$189K ﹤0.01%
2,706
+203
+8% +$14.2K
UGP icon
2362
Ultrapar
UGP
$4.1B
$189K ﹤0.01%
15,868
ATRC icon
2363
AtriCure
ATRC
$1.74B
$188K ﹤0.01%
8,386
-142
-2% -$3.18K
NHC icon
2364
National Healthcare
NHC
$1.78B
$187K ﹤0.01%
3,001
+232
+8% +$14.5K
HRTX icon
2365
Heron Therapeutics
HRTX
$193M
$186K ﹤0.01%
11,590
+236
+2% +$3.79K
PTCT icon
2366
PTC Therapeutics
PTCT
$4.85B
$186K ﹤0.01%
9,414
+1,302
+16% +$25.7K
EBR.B icon
2367
Eletrobras Preferred Shares
EBR.B
$20.4B
$185K ﹤0.01%
26,022
STGW icon
2368
Stagwell
STGW
$1.35B
$185K ﹤0.01%
16,919
+2,152
+15% +$23.5K
CASS icon
2369
Cass Information Systems
CASS
$565M
$184K ﹤0.01%
3,798
-10
-0.3% -$484
CIVI icon
2370
Civitas Resources
CIVI
$3.02B
$184K ﹤0.01%
5,585
+465
+9% +$15.3K
CWEN.A icon
2371
Clearway Energy Class A
CWEN.A
$3.21B
$184K ﹤0.01%
9,689
+768
+9% +$14.6K
CAC icon
2372
Camden National
CAC
$684M
$183K ﹤0.01%
4,165
+348
+9% +$15.3K
REN
2373
DELISTED
Resolute Energy Corporaton
REN
$183K ﹤0.01%
6,123
+477
+8% +$14.3K
PJT icon
2374
PJT Partners
PJT
$4.47B
$182K ﹤0.01%
4,759
+384
+9% +$14.7K
RDUS
2375
DELISTED
Radius Recycling
RDUS
$182K ﹤0.01%
6,439
+162
+3% +$4.58K