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
+1.07%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$83.7B
AUM Growth
-$1.35B
Cap. Flow
-$1.41B
Cap. Flow %
-1.69%
Top 10 Hldgs %
15.6%
Holding
2,835
New
167
Increased
1,177
Reduced
645
Closed
47

Sector Composition

1 Financials 15.97%
2 Healthcare 13.86%
3 Technology 13.18%
4 Industrials 9.26%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CHFN
2501
DELISTED
Charter Financial Corp
CHFN
$49K ﹤0.01%
4,225
WLB
2502
DELISTED
Westmoreland Coal Company
WLB
$49K ﹤0.01%
1,870
LDR
2503
DELISTED
Landauer Inc
LDR
$49K ﹤0.01%
1,401
ANGI icon
2504
Angi Inc
ANGI
$811M
$48K ﹤0.01%
780
DGII icon
2505
Digi International
DGII
$1.29B
$48K ﹤0.01%
4,804
EXTR icon
2506
Extreme Networks
EXTR
$2.87B
$48K ﹤0.01%
15,387
LMNR icon
2507
Limoneira
LMNR
$285M
$48K ﹤0.01%
2,136
LQDT icon
2508
Liquidity Services
LQDT
$836M
$48K ﹤0.01%
4,942
EPZM
2509
DELISTED
Epizyme, Inc
EPZM
$48K ﹤0.01%
2,538
CSS
2510
DELISTED
CSS Industries, Inc.
CSS
$48K ﹤0.01%
1,572
PES
2511
DELISTED
Pioneer Energy Services Corp.
PES
$48K ﹤0.01%
8,829
MXWL
2512
DELISTED
Maxwell Technologies Inc
MXWL
$48K ﹤0.01%
5,866
EXAC
2513
DELISTED
Exactech Inc
EXAC
$48K ﹤0.01%
1,881
ZQK
2514
DELISTED
QUICKSILVER,INC.
ZQK
$48K ﹤0.01%
25,053
RTK
2515
DELISTED
Rentech, Inc.
RTK
$48K ﹤0.01%
4,225
BBSI icon
2516
Barrett Business Services
BBSI
$1.24B
$47K ﹤0.01%
4,548
BGFV icon
2517
Big 5 Sporting Goods
BGFV
$32.8M
$47K ﹤0.01%
3,542
CASH icon
2518
Pathward Financial
CASH
$1.74B
$47K ﹤0.01%
3,552
FCBC icon
2519
First Community Bankshares
FCBC
$688M
$47K ﹤0.01%
2,667
FGEN icon
2520
FibroGen
FGEN
$48.9M
$47K ﹤0.01%
+59
New +$47K
FIZZ icon
2521
National Beverage
FIZZ
$3.75B
$47K ﹤0.01%
3,848
+694
+22% +$8.48K
FLIC
2522
DELISTED
First of Long Island Corp
FLIC
$47K ﹤0.01%
2,768
FLWS icon
2523
1-800-Flowers.com
FLWS
$324M
$47K ﹤0.01%
+3,943
New +$47K
KLIC icon
2524
Kulicke & Soffa
KLIC
$1.99B
$47K ﹤0.01%
+2,977
New +$47K
LGIH icon
2525
LGI Homes
LGIH
$1.55B
$47K ﹤0.01%
2,798