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
+4.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.13B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
463
Increased
2,302
Reduced
421
Closed
50

Top Sells

1
LNKD
LinkedIn Corporation
LNKD
+$87.2M
2
CVX icon
Chevron
CVX
+$60.4M
3
AA icon
Alcoa
AA
+$55.1M
4
YUM icon
Yum! Brands
YUM
+$47.4M
5
T icon
AT&T
T
+$43.1M

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.3%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WIT icon
2501
Wipro
WIT
$29.4B
$110K ﹤0.01%
60,587
ARAV
2502
DELISTED
Aravive, Inc. Common Stock
ARAV
$110K ﹤0.01%
1,244
+564
+83% +$49.9K
HZN
2503
DELISTED
Horizon Global Corporation
HZN
$110K ﹤0.01%
4,565
+1,985
+77% +$47.8K
VWTR
2504
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$110K ﹤0.01%
7,229
+2,957
+69% +$45K
ALTA
2505
DELISTED
Altabancorp Common Stock
ALTA
$110K ﹤0.01%
4,071
+2,032
+100% +$54.9K
COWN
2506
DELISTED
Cowen Inc. Class A Common Stock
COWN
$110K ﹤0.01%
7,097
+2,381
+50% +$36.9K
CERS icon
2507
Cerus
CERS
$226M
$109K ﹤0.01%
25,071
+11,078
+79% +$48.2K
FRO icon
2508
Frontline
FRO
$5.02B
$109K ﹤0.01%
+15,475
New +$109K
FRBK
2509
DELISTED
Republic First Bancorp Inc
FRBK
$109K ﹤0.01%
+13,052
New +$109K
MGI
2510
DELISTED
MoneyGram International, Inc. New
MGI
$109K ﹤0.01%
9,134
+3,744
+69% +$44.7K
WIFI
2511
DELISTED
Boingo Wireless, Inc.
WIFI
$109K ﹤0.01%
8,900
+3,522
+65% +$43.1K
FRP
2512
DELISTED
Fairpoint Communications, Inc.
FRP
$109K ﹤0.01%
5,803
+2,702
+87% +$50.8K
AXDX
2513
DELISTED
Accelerate Diagnostics
AXDX
$108K ﹤0.01%
511
+121
+31% +$25.6K
KDNY
2514
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
$108K ﹤0.01%
1,891
+724
+62% +$41.4K
EPZM
2515
DELISTED
Epizyme, Inc
EPZM
$108K ﹤0.01%
8,889
+1,414
+19% +$17.2K
FRTA
2516
DELISTED
Forterra, Inc
FRTA
$108K ﹤0.01%
+4,947
New +$108K
ANW
2517
DELISTED
Aegean Marine Petroleum Network
ANW
$108K ﹤0.01%
+10,600
New +$108K
XCRA
2518
DELISTED
Xcerra Corporation
XCRA
$108K ﹤0.01%
14,078
+4,369
+45% +$33.5K
CSBK
2519
DELISTED
Clifton Bancorp Inc.
CSBK
$108K ﹤0.01%
6,372
+1,296
+26% +$22K
KTOS icon
2520
Kratos Defense & Security Solutions
KTOS
$11.1B
$107K ﹤0.01%
14,332
+7,054
+97% +$52.7K
LFCR icon
2521
Lifecore Biomedical
LFCR
$262M
$107K ﹤0.01%
7,676
+3,569
+87% +$49.8K
AUD
2522
DELISTED
Audacy, Inc.
AUD
$107K ﹤0.01%
6,978
+2,246
+47% +$34.4K
BZH icon
2523
Beazer Homes USA
BZH
$758M
$106K ﹤0.01%
7,937
+3,054
+63% +$40.8K
CCNE icon
2524
CNB Financial Corp
CCNE
$762M
$106K ﹤0.01%
3,947
+1,373
+53% +$36.9K
ARDX icon
2525
Ardelyx
ARDX
$1.6B
$105K ﹤0.01%
7,344
+4,358
+146% +$62.3K