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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PRTA icon
2476
Prothena Corp
PRTA
$454M
$179K ﹤0.01%
7,128
+479
+7% +$12K
LGTY
2477
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
$177K ﹤0.01%
8,544
+337
+4% +$6.98K
ACCD
2478
DELISTED
Accolade, Inc. Common Stock
ACCD
$176K ﹤0.01%
3,875
+1,909
+97% +$86.7K
OCDX
2479
DELISTED
Ortho Clinical Diagnostics Holdings plc Ordinary Shares
OCDX
$176K ﹤0.01%
+9,102
New +$176K
AMRC icon
2480
Ameresco
AMRC
$1.44B
$174K ﹤0.01%
3,593
-146
-4% -$7.07K
CASS icon
2481
Cass Information Systems
CASS
$575M
$174K ﹤0.01%
3,763
+109
+3% +$5.04K
EVRI
2482
DELISTED
Everi Holdings
EVRI
$172K ﹤0.01%
12,195
+827
+7% +$11.7K
EBSB
2483
DELISTED
Meridian Bancorp, Inc.
EBSB
$170K ﹤0.01%
9,212
+498
+6% +$9.19K
LASR icon
2484
nLIGHT
LASR
$1.46B
$169K ﹤0.01%
5,229
-330
-6% -$10.7K
PSNL icon
2485
Personalis
PSNL
$541M
$169K ﹤0.01%
6,845
+44
+0.6% +$1.09K
MORF
2486
DELISTED
Morphic Holding, Inc. Common Stock
MORF
$169K ﹤0.01%
2,667
+267
+11% +$16.9K
CMCO icon
2487
Columbus McKinnon
CMCO
$428M
$168K ﹤0.01%
3,185
+322
+11% +$17K
SWBI icon
2488
Smith & Wesson
SWBI
$416M
$168K ﹤0.01%
9,609
+671
+8% +$11.7K
FRLN
2489
DELISTED
Freeline Therapeutics Holdings plc American Depositary Shares
FRLN
$168K ﹤0.01%
872
AGX icon
2490
Argan
AGX
$3.21B
$167K ﹤0.01%
3,126
+143
+5% +$7.64K
SITM icon
2491
SiTime
SITM
$6.72B
$164K ﹤0.01%
1,671
+227
+16% +$22.3K
RFP
2492
DELISTED
Resolute Forest Products Inc.
RFP
$164K ﹤0.01%
+14,963
New +$164K
TVRD
2493
Tvardi Therapeutics, Inc. Common Stock
TVRD
$332M
$163K ﹤0.01%
209
UMH
2494
UMH Properties
UMH
$1.3B
$162K ﹤0.01%
8,446
+154
+2% +$2.95K
UTL icon
2495
Unitil
UTL
$832M
$160K ﹤0.01%
3,504
+222
+7% +$10.1K
NVEE
2496
DELISTED
NV5 Global
NVEE
$159K ﹤0.01%
6,608
+392
+6% +$9.43K
ECOM
2497
DELISTED
CHANNELADVISOR CORPORATION
ECOM
$157K ﹤0.01%
6,641
+136
+2% +$3.22K
PRPL icon
2498
Purple Innovation
PRPL
$116M
$156K ﹤0.01%
4,942
+1,578
+47% +$49.8K
ALXO icon
2499
ALX Oncology
ALXO
$63.2M
$155K ﹤0.01%
2,105
+746
+55% +$54.9K
GTS
2500
DELISTED
Triple-S Management Corporation
GTS
$155K ﹤0.01%
5,939
+462
+8% +$12.1K