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
CORR
2451
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$118K ﹤0.01%
3,385
+1,359
+67% +$47.4K
CTT
2452
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$118K ﹤0.01%
10,359
+3,854
+59% +$43.9K
SCNB
2453
DELISTED
Suffolk Bancorp
SCNB
$118K ﹤0.01%
2,753
+601
+28% +$25.8K
SNC
2454
DELISTED
State National Companies, Inc.
SNC
$118K ﹤0.01%
8,417
+3,196
+61% +$44.8K
GOLF icon
2455
Acushnet Holdings
GOLF
$4.47B
$117K ﹤0.01%
+5,984
New +$117K
OSUR icon
2456
OraSure Technologies
OSUR
$243M
$117K ﹤0.01%
13,329
+4,794
+56% +$42.1K
HTB
2457
HomeTrust Bancshares, Inc.
HTB
$725M
$117K ﹤0.01%
4,518
+982
+28% +$25.4K
FSB
2458
DELISTED
Franklin Financial Network, Inc.
FSB
$117K ﹤0.01%
2,784
+1,326
+91% +$55.7K
ACHN
2459
DELISTED
Achillion Pharmaceuticals, Inc.
ACHN
$117K ﹤0.01%
28,327
+11,166
+65% +$46.1K
VDTH
2460
DELISTED
Videocon d2h Limited
VDTH
$117K ﹤0.01%
14,100
SALE
2461
DELISTED
RetailMeNot, Inc. Series 1
SALE
$117K ﹤0.01%
12,505
+3,959
+46% +$37K
HSKA
2462
DELISTED
Heska Corp
HSKA
$117K ﹤0.01%
1,618
+602
+59% +$43.5K
AGM icon
2463
Federal Agricultural Mortgage
AGM
$2.16B
$116K ﹤0.01%
2,030
+263
+15% +$15K
AHH
2464
Armada Hoffler Properties
AHH
$596M
$116K ﹤0.01%
7,991
+3,349
+72% +$48.6K
CSV icon
2465
Carriage Services
CSV
$671M
$116K ﹤0.01%
4,013
+1,335
+50% +$38.6K
FCBC icon
2466
First Community Bankshares
FCBC
$691M
$116K ﹤0.01%
3,850
+1,545
+67% +$46.6K
FFWM icon
2467
First Foundation Inc
FFWM
$497M
$116K ﹤0.01%
8,108
+3,998
+97% +$57.2K
NEO icon
2468
NeoGenomics
NEO
$1.08B
$116K ﹤0.01%
13,516
+6,156
+84% +$52.8K
NXRT
2469
NexPoint Residential Trust
NXRT
$870M
$116K ﹤0.01%
5,223
+2,539
+95% +$56.4K
WHG icon
2470
Westwood Holdings Group
WHG
$163M
$116K ﹤0.01%
1,924
+621
+48% +$37.4K
GBNK
2471
DELISTED
Guaranty Bancorp
GBNK
$116K ﹤0.01%
4,772
+2,421
+103% +$58.9K
NSU
2472
DELISTED
Nevsun Resources Ltd.
NSU
$116K ﹤0.01%
37,635
BBSI icon
2473
Barrett Business Services
BBSI
$1.22B
$115K ﹤0.01%
7,152
+2,604
+57% +$41.9K
CYTK icon
2474
Cytokinetics
CYTK
$6.38B
$115K ﹤0.01%
9,328
+4,525
+94% +$55.8K
CZR icon
2475
Caesars Entertainment
CZR
$5.39B
$115K ﹤0.01%
6,833
+2,802
+70% +$47.2K