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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
REI icon
2476
Ring Energy
REI
$217M
$128K ﹤0.01%
9,869
+463
+5% +$6.01K
SMHI icon
2477
SEACOR Marine Holdings
SMHI
$178M
$128K ﹤0.01%
+6,307
New +$128K
WSBF icon
2478
Waterstone Financial
WSBF
$275M
$128K ﹤0.01%
6,770
AGM icon
2479
Federal Agricultural Mortgage
AGM
$2.15B
$127K ﹤0.01%
1,950
BSET icon
2480
Bassett Furniture
BSET
$142M
$127K ﹤0.01%
3,339
EBR.B icon
2481
Eletrobras Preferred Shares
EBR.B
$20.4B
$127K ﹤0.01%
26,022
-1,500
-5% -$7.32K
INO icon
2482
Inovio Pharmaceuticals
INO
$128M
$127K ﹤0.01%
1,345
NIC icon
2483
Nicolet Bankshares
NIC
$2B
$127K ﹤0.01%
2,321
+212
+10% +$11.6K
PFC
2484
DELISTED
Premier Financial Corp. Common Stock
PFC
$127K ﹤0.01%
4,800
GLOB icon
2485
Globant
GLOB
$2.48B
$126K ﹤0.01%
2,900
-6,139
-68% -$267K
NXRT
2486
NexPoint Residential Trust
NXRT
$862M
$126K ﹤0.01%
5,050
PLUG icon
2487
Plug Power
PLUG
$1.74B
$125K ﹤0.01%
61,013
CSIQ icon
2488
Canadian Solar
CSIQ
$725M
$124K ﹤0.01%
7,789
+4,100
+111% +$65.3K
MBWM icon
2489
Mercantile Bank Corp
MBWM
$777M
$124K ﹤0.01%
3,898
INWK
2490
DELISTED
InnerWorkings, Inc.
INWK
$124K ﹤0.01%
10,713
+1,007
+10% +$11.7K
SN
2491
DELISTED
Sanchez Energy Corporation
SN
$124K ﹤0.01%
17,348
LOB icon
2492
Live Oak Bancshares
LOB
$1.68B
$123K ﹤0.01%
5,045
HIMX
2493
Himax Technologies
HIMX
$1.44B
$122K ﹤0.01%
14,900
IBCP icon
2494
Independent Bank Corp
IBCP
$659M
$122K ﹤0.01%
5,616
SGRY icon
2495
Surgery Partners
SGRY
$2.81B
$122K ﹤0.01%
5,328
FRBK
2496
DELISTED
Republic First Bancorp Inc
FRBK
$122K ﹤0.01%
13,150
CARO
2497
DELISTED
Carolina Financial Corp.
CARO
$122K ﹤0.01%
3,786
+607
+19% +$19.6K
BHB icon
2498
Bar Harbor Bankshares
BHB
$542M
$121K ﹤0.01%
3,919
DVAX icon
2499
Dynavax Technologies
DVAX
$1.11B
$121K ﹤0.01%
12,501
+1,950
+18% +$18.9K
EVRI
2500
DELISTED
Everi Holdings
EVRI
$121K ﹤0.01%
+16,563
New +$121K