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
LION
2476
DELISTED
Fidelity Southern Corporation
LION
$55K ﹤0.01%
3,013
BV
2477
DELISTED
Bazaarvoice, Inc.
BV
$55K ﹤0.01%
9,538
IXYS
2478
DELISTED
IXYS Corp
IXYS
$55K ﹤0.01%
4,617
HSKA
2479
DELISTED
Heska Corp
HSKA
$55K ﹤0.01%
1,016
AROW icon
2480
Arrow Financial
AROW
$482M
$54K ﹤0.01%
2,042
-289
-12% -$7.64K
PFIS icon
2481
Peoples Financial Services
PFIS
$525M
$54K ﹤0.01%
1,351
-182
-12% -$7.28K
PLNT icon
2482
Planet Fitness
PLNT
$8.53B
$54K ﹤0.01%
2,716
RIGL icon
2483
Rigel Pharmaceuticals
RIGL
$655M
$54K ﹤0.01%
1,530
-201
-12% -$7.09K
VOXX
2484
DELISTED
VOXX International Corporation Class A
VOXX
$54K ﹤0.01%
+17,942
New +$54K
CNR
2485
DELISTED
Cornerstone Building Brands, Inc.
CNR
$54K ﹤0.01%
3,748
-412
-10% -$5.94K
WIFI
2486
DELISTED
Boingo Wireless, Inc.
WIFI
$54K ﹤0.01%
+5,378
New +$54K
AIMT
2487
DELISTED
Aimmune Therapeutics, Inc.
AIMT
$54K ﹤0.01%
3,749
-4,527
-55% -$65.2K
SCMP
2488
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
$54K ﹤0.01%
4,431
-557
-11% -$6.79K
CUNB
2489
DELISTED
CU Bancorp
CUNB
$54K ﹤0.01%
2,368
-249
-10% -$5.68K
MPG
2490
DELISTED
Metaldyne Performance Group Inc.
MPG
$54K ﹤0.01%
3,399
CCNE icon
2491
CNB Financial Corp
CCNE
$765M
$53K ﹤0.01%
2,574
-384
-13% -$7.91K
HRTG icon
2492
Heritage Insurance Holdings
HRTG
$693M
$53K ﹤0.01%
3,713
KOF icon
2493
Coca-Cola Femsa
KOF
$17.6B
$53K ﹤0.01%
700
NXRT
2494
NexPoint Residential Trust
NXRT
$859M
$53K ﹤0.01%
2,684
-331
-11% -$6.54K
WTBA icon
2495
West Bancorporation
WTBA
$344M
$53K ﹤0.01%
2,722
-381
-12% -$7.42K
AIFU
2496
AIFU Inc. Class A Ordinary Share
AIFU
$79.4M
$53K ﹤0.01%
345
LUMO
2497
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$53K ﹤0.01%
403
FSB
2498
DELISTED
Franklin Financial Network, Inc.
FSB
$53K ﹤0.01%
1,458
OMN
2499
DELISTED
OMNOVA Solutions Inc.
OMN
$53K ﹤0.01%
6,462
-1,282
-17% -$10.5K
CDI
2500
DELISTED
CDI Corp.
CDI
$53K ﹤0.01%
+9,300
New +$53K