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
PFC
2451
DELISTED
Premier Financial Corp. Common Stock
PFC
$54K ﹤0.01%
3,314
TCS
2452
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$54K ﹤0.01%
187
RNET
2453
DELISTED
RigNet, Inc.
RNET
$54K ﹤0.01%
1,903
ENOC
2454
DELISTED
EnerNOC, Inc.
ENOC
$54K ﹤0.01%
4,898
DDC
2455
DELISTED
Dominion Diamond Corporation
DDC
$54K ﹤0.01%
+3,180
New +$54K
DCO icon
2456
Ducommun
DCO
$1.35B
$53K ﹤0.01%
2,087
EBF icon
2457
Ennis
EBF
$475M
$53K ﹤0.01%
3,771
ERIE icon
2458
Erie Indemnity
ERIE
$17.6B
$53K ﹤0.01%
603
LADR
2459
Ladder Capital
LADR
$1.51B
$53K ﹤0.01%
3,570
MBWM icon
2460
Mercantile Bank Corp
MBWM
$789M
$53K ﹤0.01%
2,698
+1,021
+61% +$20.1K
NMIH icon
2461
NMI Holdings
NMIH
$3.09B
$53K ﹤0.01%
7,128
PPBI
2462
DELISTED
Pacific Premier Bancorp
PPBI
$53K ﹤0.01%
3,267
YORW icon
2463
York Water
YORW
$439M
$53K ﹤0.01%
2,166
SRGA
2464
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$53K ﹤0.01%
363
GWB
2465
DELISTED
Great Western Bancorp, Inc.
GWB
$53K ﹤0.01%
+2,398
New +$53K
SMRT
2466
DELISTED
Stein Mart Inc
SMRT
$53K ﹤0.01%
4,236
ADPT
2467
DELISTED
Adeptus Health Inc.
ADPT
$53K ﹤0.01%
+1,069
New +$53K
QLTY
2468
DELISTED
QUALITY DISTR INC FLA
QLTY
$53K ﹤0.01%
5,122
BMRC icon
2469
Bank of Marin Bancorp
BMRC
$405M
$52K ﹤0.01%
2,026
PFBC icon
2470
Preferred Bank
PFBC
$1.18B
$52K ﹤0.01%
1,948
OME
2471
DELISTED
Omega Protein
OME
$52K ﹤0.01%
3,791
TPLM
2472
DELISTED
Triangle Petroleum Corporation
TPLM
$52K ﹤0.01%
10,584
TLMR
2473
DELISTED
TALMER BANCORP INC (MI)
TLMR
$52K ﹤0.01%
3,390
PSTB
2474
DELISTED
Park Sterling Corp.
PSTB
$52K ﹤0.01%
7,306
AGEN
2475
Agenus
AGEN
$136M
$51K ﹤0.01%
+505
New +$51K