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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CMCO icon
2351
Columbus McKinnon
CMCO
$415M
$197K ﹤0.01%
4,697
+247
+6% +$10.4K
PJT icon
2352
PJT Partners
PJT
$4.47B
$197K ﹤0.01%
4,841
+1,065
+28% +$43.3K
TRUP icon
2353
Trupanion
TRUP
$1.87B
$197K ﹤0.01%
5,472
+707
+15% +$25.5K
IBN icon
2354
ICICI Bank
IBN
$115B
$196K ﹤0.01%
15,574
RBCAA icon
2355
Republic Bancorp
RBCAA
$1.48B
$196K ﹤0.01%
3,947
+168
+4% +$8.34K
CSTE icon
2356
Caesarstone
CSTE
$48.4M
$195K ﹤0.01%
12,969
TTM
2357
DELISTED
Tata Motors Limited
TTM
$193K ﹤0.01%
16,540
CPLG
2358
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
$192K ﹤0.01%
15,511
+634
+4% +$7.85K
ATRO icon
2359
Astronics
ATRO
$1.41B
$191K ﹤0.01%
4,753
+575
+14% +$23.1K
BRSS
2360
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
$190K ﹤0.01%
4,344
+432
+11% +$18.9K
LAB icon
2361
Standard BioTools
LAB
$493M
$189K ﹤0.01%
15,285
+9,905
+184% +$122K
GTHX
2362
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
$189K ﹤0.01%
6,172
+2,112
+52% +$64.7K
ARD
2363
DELISTED
Ardagh Group S.A. Class A Common Shares
ARD
$189K ﹤0.01%
10,856
ABR icon
2364
Arbor Realty Trust
ABR
$2.25B
$188K ﹤0.01%
15,511
TRTX
2365
TPG RE Finance Trust
TRTX
$742M
$188K ﹤0.01%
9,773
+2,757
+39% +$53K
EPZM
2366
DELISTED
Epizyme, Inc
EPZM
$188K ﹤0.01%
14,931
+3,270
+28% +$41.2K
TDW icon
2367
Tidewater
TDW
$2.93B
$187K ﹤0.01%
7,982
+1,302
+19% +$30.5K
MGP
2368
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
$187K ﹤0.01%
6,092
LXU icon
2369
LSB Industries
LXU
$576M
$186K ﹤0.01%
62,049
-2,049
-3% -$6.14K
VCRA
2370
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$186K ﹤0.01%
5,807
+335
+6% +$10.7K
NHC icon
2371
National Healthcare
NHC
$1.78B
$183K ﹤0.01%
2,259
PLOW icon
2372
Douglas Dynamics
PLOW
$752M
$182K ﹤0.01%
4,581
+217
+5% +$8.62K
UTL icon
2373
Unitil
UTL
$827M
$182K ﹤0.01%
3,039
SUP
2374
DELISTED
Superior Industries International
SUP
$180K ﹤0.01%
52,054
TCRT icon
2375
Alaunos Therapeutics
TCRT
$5.1M
$179K ﹤0.01%
205
+33
+19% +$28.8K