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
BND icon
2426
Vanguard Total Bond Market
BND
$135B
$56K ﹤0.01%
667
CHH icon
2427
Choice Hotels
CHH
$5.27B
$56K ﹤0.01%
+868
New +$56K
PPC icon
2428
Pilgrim's Pride
PPC
$10.4B
$56K ﹤0.01%
+2,463
New +$56K
AUD
2429
DELISTED
Audacy, Inc.
AUD
$56K ﹤0.01%
4,732
TESO
2430
DELISTED
Tesco Corp
TESO
$56K ﹤0.01%
5,008
VMEM
2431
DELISTED
VIOLIN MEMORY, INC.
VMEM
$56K ﹤0.01%
3,723
MCF
2432
DELISTED
Contango Oil & Gas Co.
MCF
$56K ﹤0.01%
2,553
GLF
2433
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
$56K ﹤0.01%
4,252
AGM icon
2434
Federal Agricultural Mortgage
AGM
$2.18B
$55K ﹤0.01%
1,944
IBCP icon
2435
Independent Bank Corp
IBCP
$669M
$55K ﹤0.01%
4,284
PINC icon
2436
Premier
PINC
$2.24B
$55K ﹤0.01%
+1,469
New +$55K
TBBK icon
2437
The Bancorp
TBBK
$3.47B
$55K ﹤0.01%
6,128
VSEC icon
2438
VSE Corp
VSEC
$3.38B
$55K ﹤0.01%
1,364
KBAL
2439
DELISTED
Kimball International
KBAL
$55K ﹤0.01%
5,302
BV
2440
DELISTED
Bazaarvoice, Inc.
BV
$55K ﹤0.01%
9,538
IXYS
2441
DELISTED
IXYS Corp
IXYS
$55K ﹤0.01%
4,617
ZSPH
2442
DELISTED
ZS PHARMA INC COMS TK (DE)
ZSPH
$55K ﹤0.01%
+1,304
New +$55K
BKYF
2443
DELISTED
BK KY FINL CORP
BKYF
$55K ﹤0.01%
1,141
FRP
2444
DELISTED
Fairpoint Communications, Inc.
FRP
$55K ﹤0.01%
3,101
CLNE icon
2445
Clean Energy Fuels
CLNE
$544M
$54K ﹤0.01%
10,258
FBNC icon
2446
First Bancorp
FBNC
$2.28B
$54K ﹤0.01%
3,090
IBKR icon
2447
Interactive Brokers
IBKR
$27.7B
$54K ﹤0.01%
6,364
-209,420
-97% -$1.78M
KE icon
2448
Kimball Electronics
KE
$721M
$54K ﹤0.01%
3,976
OPCH icon
2449
Option Care Health
OPCH
$4.75B
$54K ﹤0.01%
3,115
+667
+27% +$11.6K
PSIX
2450
Power Solutions International, Inc. Common Stock
PSIX
$2.14B
$54K ﹤0.01%
854