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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TDW icon
2476
Tidewater
TDW
$2.93B
$113K ﹤0.01%
3,632
-496
-12% -$15.4K
LE icon
2477
Lands' End
LE
$475M
$112K ﹤0.01%
6,407
MSBI icon
2478
Midland States Bancorp
MSBI
$385M
$112K ﹤0.01%
3,476
CVIA
2479
DELISTED
Covia Holdings Corporation Common Stock
CVIA
$112K ﹤0.01%
12,510
CAC icon
2480
Camden National
CAC
$684M
$111K ﹤0.01%
2,552
SCZ icon
2481
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
$111K ﹤0.01%
1,780
+120
+7% +$7.48K
NCOM
2482
DELISTED
National Commerce Corporation
NCOM
$111K ﹤0.01%
2,678
+153
+6% +$6.34K
AGS
2483
DELISTED
PlayAGS
AGS
$110K ﹤0.01%
3,701
+1,298
+54% +$38.6K
CRESY
2484
Cresud
CRESY
$518M
$110K ﹤0.01%
+8,589
New +$110K
CBAY
2485
DELISTED
Cymabay Therapeutics
CBAY
$110K ﹤0.01%
9,941
LOB icon
2486
Live Oak Bancshares
LOB
$1.67B
$109K ﹤0.01%
4,050
VBTX icon
2487
Veritex Holdings
VBTX
$1.88B
$109K ﹤0.01%
3,876
+399
+11% +$11.2K
APTS
2488
DELISTED
Preferred Apartment Communities, Inc.
APTS
$109K ﹤0.01%
6,152
+33
+0.5% +$585
INOV
2489
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
$109K ﹤0.01%
10,858
APLS icon
2490
Apellis Pharmaceuticals
APLS
$3.14B
$108K ﹤0.01%
6,038
+653
+12% +$11.7K
BF.A icon
2491
Brown-Forman Class A
BF.A
$13.2B
$108K ﹤0.01%
2,123
-596
-22% -$30.3K
SUPV
2492
Grupo Supervielle
SUPV
$484M
$108K ﹤0.01%
+14,028
New +$108K
CONN
2493
DELISTED
Conn's Inc.
CONN
$108K ﹤0.01%
3,060
-417
-12% -$14.7K
NEX
2494
DELISTED
NexTier Oilfield Solutions Inc.
NEX
$108K ﹤0.01%
8,783
FBK icon
2495
FB Financial Corp
FBK
$2.86B
$107K ﹤0.01%
2,747
+555
+25% +$21.6K
MLAB icon
2496
Mesa Laboratories
MLAB
$339M
$107K ﹤0.01%
575
NVAX icon
2497
Novavax
NVAX
$1.3B
$107K ﹤0.01%
2,841
CCS icon
2498
Century Communities
CCS
$2B
$106K ﹤0.01%
4,061
GRC icon
2499
Gorman-Rupp
GRC
$1.13B
$106K ﹤0.01%
2,910
-214
-7% -$7.8K
GSBC icon
2500
Great Southern Bancorp
GSBC
$710M
$106K ﹤0.01%
1,920