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
THFF icon
2401
First Financial Corporation Common Stock
THFF
$697M
$130K ﹤0.01%
2,457
+920
+60% +$48.7K
FLXN
2402
DELISTED
Flexion Therapeutics, Inc.
FLXN
$130K ﹤0.01%
6,811
+3,600
+112% +$68.7K
SHOR
2403
DELISTED
ShoreTel, Inc.
SHOR
$130K ﹤0.01%
18,228
+7,342
+67% +$52.4K
CMCO icon
2404
Columbus McKinnon
CMCO
$428M
$129K ﹤0.01%
4,818
+948
+24% +$25.4K
PGC icon
2405
Peapack-Gladstone Financial
PGC
$520M
$129K ﹤0.01%
4,162
+1,400
+51% +$43.4K
TSG
2406
DELISTED
The Stars Group Inc.
TSG
$129K ﹤0.01%
9,074
FISI icon
2407
Financial Institutions
FISI
$548M
$128K ﹤0.01%
3,749
+1,405
+60% +$48K
KE icon
2408
Kimball Electronics
KE
$742M
$128K ﹤0.01%
6,979
+3,544
+103% +$65K
AIMT
2409
DELISTED
Aimmune Therapeutics, Inc.
AIMT
$128K ﹤0.01%
6,238
+2,489
+66% +$51.1K
PCBK
2410
DELISTED
Pacific Continental Corp
PCBK
$128K ﹤0.01%
5,853
+3,039
+108% +$66.5K
ORBC
2411
DELISTED
ORBCOMM, Inc.
ORBC
$128K ﹤0.01%
15,438
+6,143
+66% +$50.9K
CPA icon
2412
Copa Holdings
CPA
$4.82B
$127K ﹤0.01%
+1,398
New +$127K
ITCI
2413
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$127K ﹤0.01%
8,350
+3,952
+90% +$60.1K
SSNI
2414
DELISTED
Silver Spring Networks, Inc.
SSNI
$127K ﹤0.01%
9,471
+3,165
+50% +$42.4K
CSW
2415
CSW Industrials, Inc.
CSW
$4.28B
$126K ﹤0.01%
3,417
+1,191
+54% +$43.9K
WSBF icon
2416
Waterstone Financial
WSBF
$276M
$126K ﹤0.01%
6,832
+1,350
+25% +$24.9K
YORW icon
2417
York Water
YORW
$446M
$126K ﹤0.01%
3,311
+1,384
+72% +$52.7K
ADSW
2418
DELISTED
Advanced Disposal Services, Inc.
ADSW
$126K ﹤0.01%
+5,723
New +$126K
DFRG
2419
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
$126K ﹤0.01%
7,381
+2,788
+61% +$47.6K
AEPI
2420
DELISTED
AEP Industries Inc
AEPI
$126K ﹤0.01%
1,085
+411
+61% +$47.7K
OKSB
2421
DELISTED
Southwest Bancorp Inc/OK
OKSB
$126K ﹤0.01%
4,328
+1,270
+42% +$37K
BPMC
2422
DELISTED
Blueprint Medicines
BPMC
$125K ﹤0.01%
4,465
+1,341
+43% +$37.5K
NG icon
2423
NovaGold Resources
NG
$2.84B
$125K ﹤0.01%
27,323
QCRH icon
2424
QCR Holdings
QCRH
$1.32B
$125K ﹤0.01%
2,901
+1,054
+57% +$45.4K
NVAX icon
2425
Novavax
NVAX
$1.34B
$124K ﹤0.01%
4,918
+1,827
+59% +$46.1K