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
LIOX
2501
DELISTED
Lionbridge Technologies
LIOX
$53K ﹤0.01%
10,812
-1,388
-11% -$6.8K
OB
2502
DELISTED
Onebeacon Insurance Group Ltd
OB
$53K ﹤0.01%
3,618
-607
-14% -$8.89K
RPD icon
2503
Rapid7
RPD
$1.32B
$52K ﹤0.01%
2,987
VIRT icon
2504
Virtu Financial
VIRT
$3.22B
$52K ﹤0.01%
3,488
WSR
2505
Whitestone REIT
WSR
$654M
$52K ﹤0.01%
3,712
-436
-11% -$6.11K
HDP
2506
DELISTED
Hortonworks, Inc.
HDP
$52K ﹤0.01%
6,063
-1,390
-19% -$11.9K
UAM
2507
DELISTED
Universal American Corp
UAM
$52K ﹤0.01%
6,869
-905
-12% -$6.85K
SGI
2508
DELISTED
Silicon Graphics Intl.
SGI
$52K ﹤0.01%
6,693
CSIQ icon
2509
Canadian Solar
CSIQ
$739M
$51K ﹤0.01%
3,689
HBNC icon
2510
Horizon Bancorp
HBNC
$842M
$51K ﹤0.01%
3,940
RUN icon
2511
Sunrun
RUN
$3.7B
$51K ﹤0.01%
8,198
HZN
2512
DELISTED
Horizon Global Corporation
HZN
$51K ﹤0.01%
2,580
FMI
2513
DELISTED
Foundation Medicine, Inc.
FMI
$51K ﹤0.01%
2,227
BHR
2514
Braemar Hotels & Resorts
BHR
$199M
$50K ﹤0.01%
3,548
-530
-13% -$7.47K
FFWM icon
2515
First Foundation Inc
FFWM
$487M
$50K ﹤0.01%
4,110
OCFC icon
2516
OceanFirst Financial
OCFC
$1.03B
$50K ﹤0.01%
2,575
RGNX icon
2517
Regenxbio
RGNX
$500M
$50K ﹤0.01%
3,617
CALX icon
2518
Calix
CALX
$4.03B
$49K ﹤0.01%
6,715
-858
-11% -$6.26K
CTRN icon
2519
Citi Trends
CTRN
$292M
$49K ﹤0.01%
2,509
-403
-14% -$7.87K
KTOS icon
2520
Kratos Defense & Security Solutions
KTOS
$10.9B
$49K ﹤0.01%
7,278
-1,049
-13% -$7.06K
OLP
2521
One Liberty Properties
OLP
$497M
$49K ﹤0.01%
2,016
-275
-12% -$6.68K
ARAV
2522
DELISTED
Aravive, Inc. Common Stock
ARAV
$49K ﹤0.01%
680
-70
-9% -$5.04K
CFMS
2523
DELISTED
Conformis, Inc. Common Stock
CFMS
$49K ﹤0.01%
208
TSC
2524
DELISTED
TriState Capital Holdings, Inc.
TSC
$49K ﹤0.01%
3,141
-472
-13% -$7.36K
VWTR
2525
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$49K ﹤0.01%
4,272