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
+4.16%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$98.7B
AUM Growth
+$3.81B
Cap. Flow
+$842M
Cap. Flow %
0.85%
Top 10 Hldgs %
16.13%
Holding
2,939
New
32
Increased
1,614
Reduced
690
Closed
67

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
QCRH icon
2451
QCR Holdings
QCRH
$1.32B
$57K ﹤0.01%
1,847
SHYF
2452
DELISTED
The Shyft Group
SHYF
$57K ﹤0.01%
5,908
YORW icon
2453
York Water
YORW
$435M
$57K ﹤0.01%
1,927
-239
-11% -$7.07K
KEYW
2454
DELISTED
The KEYW Holding Corporation
KEYW
$57K ﹤0.01%
5,249
-515
-9% -$5.59K
ZOES
2455
DELISTED
Zoe's Kitchen, Inc.
ZOES
$57K ﹤0.01%
2,593
-232
-8% -$5.1K
BND icon
2456
Vanguard Total Bond Market
BND
$135B
$56K ﹤0.01%
667
BZH icon
2457
Beazer Homes USA
BZH
$751M
$56K ﹤0.01%
4,883
DX
2458
Dynex Capital
DX
$1.66B
$56K ﹤0.01%
2,550
EBF icon
2459
Ennis
EBF
$460M
$56K ﹤0.01%
3,332
-439
-12% -$7.38K
PLUG icon
2460
Plug Power
PLUG
$1.67B
$56K ﹤0.01%
33,359
TRC icon
2461
Tejon Ranch
TRC
$448M
$56K ﹤0.01%
2,369
-311
-12% -$7.35K
ONIT
2462
Onity Group Inc.
ONIT
$356M
$56K ﹤0.01%
1,048
-2,257
-68% -$121K
BLCM
2463
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$56K ﹤0.01%
286
SREV
2464
DELISTED
ServiceSource International, Inc.
SREV
$56K ﹤0.01%
11,657
-1,521
-12% -$7.31K
ENT
2465
DELISTED
Global Eagle Entertainment Inc.
ENT
$56K ﹤0.01%
276
-29
-10% -$5.88K
CBR
2466
DELISTED
CIBER Inc.
CBR
$56K ﹤0.01%
+48,700
New +$56K
AAOI icon
2467
Applied Optoelectronics
AAOI
$1.62B
$55K ﹤0.01%
2,624
-362
-12% -$7.59K
BBSI icon
2468
Barrett Business Services
BBSI
$1.19B
$55K ﹤0.01%
4,548
EVH icon
2469
Evolent Health
EVH
$1.09B
$55K ﹤0.01%
2,284
LFCR icon
2470
Lifecore Biomedical
LFCR
$265M
$55K ﹤0.01%
4,107
NC icon
2471
NACCO Industries
NC
$294M
$55K ﹤0.01%
3,611
PKOH icon
2472
Park-Ohio Holdings
PKOH
$314M
$55K ﹤0.01%
1,513
SGRY icon
2473
Surgery Partners
SGRY
$2.76B
$55K ﹤0.01%
2,827
STAA icon
2474
STAAR Surgical
STAA
$1.38B
$55K ﹤0.01%
5,959
LBY
2475
DELISTED
Libbey, Inc.
LBY
$55K ﹤0.01%
3,156