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
PTX
2401
DELISTED
Pernix Therapeutics Holdings, Inc.
PTX
$60K ﹤0.01%
573
STFC
2402
DELISTED
State Auto Financial Corp
STFC
$60K ﹤0.01%
2,485
BBOX
2403
DELISTED
Black Box Corp
BBOX
$60K ﹤0.01%
2,891
ACRE
2404
Ares Commercial Real Estate
ACRE
$267M
$59K ﹤0.01%
5,354
BRKR icon
2405
Bruker
BRKR
$4.73B
$59K ﹤0.01%
+3,178
New +$59K
COTY icon
2406
Coty
COTY
$3.71B
$59K ﹤0.01%
+2,417
New +$59K
HWKN icon
2407
Hawkins
HWKN
$3.59B
$59K ﹤0.01%
3,122
KOP icon
2408
Koppers
KOP
$566M
$59K ﹤0.01%
3,058
PGC icon
2409
Peapack-Gladstone Financial
PGC
$510M
$59K ﹤0.01%
2,762
+912
+49% +$19.5K
SPPI
2410
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$59K ﹤0.01%
9,680
BKMU
2411
DELISTED
Bank Mutual Corp
BKMU
$59K ﹤0.01%
8,236
PNX
2412
DELISTED
PHOENIX COMPANIES INC. NEW
PNX
$59K ﹤0.01%
1,122
OKSB
2413
DELISTED
Southwest Bancorp Inc/OK
OKSB
$59K ﹤0.01%
3,420
CIGI icon
2414
Colliers International
CIGI
$8.45B
$58K ﹤0.01%
+1,519
New +$58K
NPK icon
2415
National Presto Industries
NPK
$778M
$58K ﹤0.01%
912
SGI
2416
DELISTED
Silicon Graphics Intl.
SGI
$58K ﹤0.01%
6,693
ASEI
2417
DELISTED
AMER SCIENCE & ENGR INC.
ASEI
$58K ﹤0.01%
1,174
DWA
2418
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
$58K ﹤0.01%
+2,402
New +$58K
BLDR icon
2419
Builders FirstSource
BLDR
$15.5B
$57K ﹤0.01%
8,510
LFCR icon
2420
Lifecore Biomedical
LFCR
$272M
$57K ﹤0.01%
4,107
OLP
2421
One Liberty Properties
OLP
$497M
$57K ﹤0.01%
2,291
UVSP icon
2422
Univest Financial
UVSP
$890M
$57K ﹤0.01%
2,909
SGBK
2423
DELISTED
Stonegate Bank
SGBK
$57K ﹤0.01%
1,907
+624
+49% +$18.7K
FBC
2424
DELISTED
Flagstar Bancorp, Inc. New
FBC
$57K ﹤0.01%
3,885
ARWR icon
2425
Arrowhead Research
ARWR
$3.83B
$56K ﹤0.01%
8,254