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
+6.52%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$88.5B
AUM Growth
+$6.46B
Cap. Flow
+$2.09B
Cap. Flow %
2.36%
Top 10 Hldgs %
15.91%
Holding
2,846
New
52
Increased
1,289
Reduced
301
Closed
48

Sector Composition

1 Financials 16.44%
2 Healthcare 13.78%
3 Technology 12.76%
4 Communication Services 9.72%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ADPT
2376
DELISTED
Adeptus Health Inc.
ADPT
$59K ﹤0.01%
1,069
TNGO
2377
DELISTED
Tangoe, Inc.
TNGO
$59K ﹤0.01%
6,990
BHR
2378
Braemar Hotels & Resorts
BHR
$196M
$58K ﹤0.01%
4,078
COHU icon
2379
Cohu
COHU
$971M
$58K ﹤0.01%
4,671
ERIE icon
2380
Erie Indemnity
ERIE
$17.3B
$58K ﹤0.01%
603
FLIC
2381
DELISTED
First of Long Island Corp
FLIC
$58K ﹤0.01%
2,768
RYAM icon
2382
Rayonier Advanced Materials
RYAM
$405M
$58K ﹤0.01%
6,001
STAY
2383
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
$58K ﹤0.01%
3,649
ZOES
2384
DELISTED
Zoe's Kitchen, Inc.
ZOES
$58K ﹤0.01%
2,083
REV
2385
DELISTED
Revlon, Inc.
REV
$58K ﹤0.01%
2,086
ARDX icon
2386
Ardelyx
ARDX
$1.57B
$57K ﹤0.01%
+2,986
New +$57K
HLIT icon
2387
Harmonic Inc
HLIT
$1.12B
$57K ﹤0.01%
13,715
MYE icon
2388
Myers Industries
MYE
$594M
$57K ﹤0.01%
4,151
PGC icon
2389
Peapack-Gladstone Financial
PGC
$510M
$57K ﹤0.01%
2,762
QUOT
2390
DELISTED
Quotient Technology Inc
QUOT
$57K ﹤0.01%
8,011
CBPX
2391
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
$57K ﹤0.01%
3,312
VA
2392
DELISTED
Virgin America Inc.
VA
$57K ﹤0.01%
1,563
PSG
2393
DELISTED
Performance Sports Group Ltd.
PSG
$57K ﹤0.01%
5,838
ACIC icon
2394
American Coastal Insurance
ACIC
$529M
$56K ﹤0.01%
3,214
BZH icon
2395
Beazer Homes USA
BZH
$755M
$56K ﹤0.01%
4,883
CAC icon
2396
Camden National
CAC
$679M
$56K ﹤0.01%
1,874
CHEF icon
2397
Chefs' Warehouse
CHEF
$2.6B
$56K ﹤0.01%
3,379
CMCO icon
2398
Columbus McKinnon
CMCO
$415M
$56K ﹤0.01%
2,954
DGII icon
2399
Digi International
DGII
$1.27B
$56K ﹤0.01%
4,804
FORR icon
2400
Forrester Research
FORR
$192M
$56K ﹤0.01%
1,928