- ISIN
- US52463H1032
- Sector
- Financial Services
- Industry
- Asset Management
Highlights
- Year Range
- $15.25 - $19.45
Share Price Chart
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Performance
LGGNY Performance Chart
Legal & General Group Plc (LGGNY) is up 16.3% since the beginning of the year. At $19 per share, LGGNY is currently trading at its 52-week high. Investors who bought $1,000 worth of LGGNY shares 5 years ago would now be looking at an investment worth $1,530.
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Returns By Period
Legal & General Group Plc (LGGNY) has returned 16.30% so far this year and 24.04% over the past 12 months. Over the last ten years, LGGNY has returned 12.23% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Legal & General Group Plc
- 1D
- 0.31%
- 1M
- 6.08%
- YTD
- 16.30%
- 6M
- 19.20%
- 1Y
- 24.04%
- 3Y*
- 20.26%
- 5Y*
- 8.88%
- 10Y*
- 12.23%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LGGNY Monthly Returns History
Based on dividend-adjusted daily data since Jul 13, 2007, LGGNY's average daily return is +0.07%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.
Historically, 56% of months were positive and 44% were negative. The best month was Apr 2009 with a return of +52.9%, while the worst month was Oct 2008 at -53.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, LGGNY closed higher 46% of trading days. The best single day was Mar 19, 2009 with a return of +33.3%, while the worst single day was Oct 27, 2008 at -62.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.71% | 0.61% | -9.63% | 10.46% | 6.28% | 6.08% | 16.30% | ||||||
| 2025 | 5.24% | 2.43% | 3.01% | 3.72% | 6.82% | 4.29% | -3.32% | 1.95% | -4.39% | -2.67% | 4.66% | 7.87% | 32.85% |
| 2024 | 0.49% | -6.14% | 5.57% | -2.52% | 8.23% | -11.25% | 4.32% | 1.70% | 1.75% | -6.22% | -0.28% | 2.55% | -3.49% |
| 2023 | 4.08% | -1.95% | -3.05% | 3.89% | -1.56% | 1.42% | 3.99% | -5.45% | -3.31% | -5.66% | 15.51% | 10.39% | 17.36% |
| 2022 | -3.98% | -4.95% | -3.72% | -9.19% | 4.00% | -8.62% | 8.70% | -7.94% | -18.00% | 11.31% | 14.41% | -1.37% | -21.83% |
| 2021 | -9.28% | 9.58% | 5.54% | 2.18% | 7.27% | -11.46% | 2.59% | 4.33% | 1.64% | 3.82% | -3.98% | 7.62% | 18.83% |
Benchmark Metrics
Legal & General Group Plc has an annualized alpha of 9.37%, beta of 0.89, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.
- This stock captured 141.23% of S&P 500 Index gains and 134.27% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.16 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 9.37%
- Beta
- 0.89
- R²
- 0.16
- Upside Capture
- 141.23%
- Downside Capture
- 134.27%
Return for Risk
Risk / Return Rank
LGGNY ranks 70 for risk / return — better than 70% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Legal & General Group Plc (LGGNY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LGGNY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.78 | -1.34 |
| Martin ratioReturn relative to average drawdown | 3.92 | 12.44 | -8.52 |
Dividends
Dividend History
Legal & General Group Plc provided a 7.45% dividend yield over the last twelve months, with an annual payout of $1.44 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.44 | $1.40 | $1.31 | $1.20 | $1.15 | $1.17 | $1.08 | $1.01 | $1.00 | $1.57 | $1.86 | $0.90 |
Dividend yield | 7.45% | 7.92% | 9.06% | 7.34% | 7.62% | 5.68% | 5.86% | 4.97% | 6.77% | 8.42% | 12.35% | 4.47% |
Monthly Dividends
The table displays the monthly dividend distributions for Legal & General Group Plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.04 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $1.40 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $1.15 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Legal & General Group Plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Legal & General Group Plc was 89.75%, occurring on Mar 9, 2009. Recovery took 1037 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -89.75%Mar 2009 | 1y 7mo | 4y 1mo | 5y 9moJul 2007 - May 2013 |
COVID crash2020 | -62.54%Mar 2020 | 3mo 7d | 11mo 15d | 1y 2moDec 2019 - Mar 2021 |
2016 bear market2016 | -44.23%Jun 2016 | 10mo 15d | 1y 9d | 1y 10moAug 2015 - Jul 2017 |
Bear market2022 | -43.39%Oct 2022 | 9mo 3d | 2y 7mo | 3y 4moJan 2022 - May 2025 |
2019 bear market2019 | -27.05%Aug 2019 | 1y 3mo | 2mo 22d | 1y 5moMay 2018 - Nov 2019 |
Drawdown Indicators
| LGGNY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.75% | -56.78% | -32.97% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -9.10% | -7.60% |
Max Drawdown (3Y)Largest decline over 3 years | -18.03% | -18.90% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -43.39% | -25.43% | -17.96% |
Max Drawdown (10Y)Largest decline over 10 years | -62.54% | -33.92% | -28.62% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -20.38% | -10.71% | -9.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.14% | 2.03% | +4.11% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Legal & General Group Plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Legal & General Group Plc is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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