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
PLNT icon
2426
Planet Fitness
PLNT
$8.78B
$124K ﹤0.01%
6,183
+3,467
+128% +$69.5K
REI icon
2427
Ring Energy
REI
$211M
$124K ﹤0.01%
9,484
+2,901
+44% +$37.9K
GHDX
2428
DELISTED
Genomic Health, Inc.
GHDX
$124K ﹤0.01%
4,184
+1,252
+43% +$37.1K
ELGX
2429
DELISTED
Endologix Inc
ELGX
$124K ﹤0.01%
2,137
+880
+70% +$51.1K
KTWO
2430
DELISTED
K2M Group Holdings, Inc
KTWO
$124K ﹤0.01%
6,199
+2,409
+64% +$48.2K
SGBK
2431
DELISTED
Stonegate Bank
SGBK
$124K ﹤0.01%
2,966
+1,059
+56% +$44.3K
ACLS icon
2432
Axcelis
ACLS
$2.74B
$123K ﹤0.01%
+8,474
New +$123K
SN
2433
DELISTED
Sanchez Energy Corporation
SN
$123K ﹤0.01%
13,615
+6,415
+89% +$58K
ACTA
2434
DELISTED
Actua Corporation
ACTA
$123K ﹤0.01%
8,686
+1,453
+20% +$20.6K
CWST icon
2435
Casella Waste Systems
CWST
$5.92B
$122K ﹤0.01%
9,901
+2,704
+38% +$33.3K
GOGO icon
2436
Gogo Inc
GOGO
$1.4B
$122K ﹤0.01%
13,158
+6,370
+94% +$59.1K
IBCP icon
2437
Independent Bank Corp
IBCP
$665M
$122K ﹤0.01%
5,575
+1,835
+49% +$40.2K
PFC
2438
DELISTED
Premier Financial Corp. Common Stock
PFC
$121K ﹤0.01%
4,754
+1,892
+66% +$48.2K
TPCO
2439
DELISTED
Tribune Publishing Company Common Stock
TPCO
$121K ﹤0.01%
8,731
+3,477
+66% +$48.2K
OR icon
2440
OR Royalties Inc.
OR
$6.72B
$120K ﹤0.01%
12,286
ERIE icon
2441
Erie Indemnity
ERIE
$17.5B
$119K ﹤0.01%
1,054
+317
+43% +$35.8K
HRTG icon
2442
Heritage Insurance Holdings
HRTG
$722M
$119K ﹤0.01%
7,547
+3,834
+103% +$60.5K
TSC
2443
DELISTED
TriState Capital Holdings, Inc.
TSC
$119K ﹤0.01%
5,407
+2,266
+72% +$49.9K
OSB
2444
DELISTED
Norbord Inc.
OSB
$119K ﹤0.01%
4,691
LBY
2445
DELISTED
Libbey, Inc.
LBY
$119K ﹤0.01%
6,116
+2,960
+94% +$57.6K
ZOES
2446
DELISTED
Zoe's Kitchen, Inc.
ZOES
$119K ﹤0.01%
4,934
+2,341
+90% +$56.5K
AROW icon
2447
Arrow Financial
AROW
$484M
$118K ﹤0.01%
3,576
+1,534
+75% +$50.6K
CLDX icon
2448
Celldex Therapeutics
CLDX
$1.66B
$118K ﹤0.01%
2,220
+576
+35% +$30.6K
FIVN icon
2449
FIVE9
FIVN
$2.01B
$118K ﹤0.01%
8,317
+3,356
+68% +$47.6K
PARR icon
2450
Par Pacific Holdings
PARR
$1.74B
$118K ﹤0.01%
8,090
+3,216
+66% +$46.9K