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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TV icon
2501
Televisa
TV
$1.48B
$121K ﹤0.01%
4,972
INST
2502
DELISTED
Instructure, Inc.
INST
$121K ﹤0.01%
4,076
+1,440
+55% +$42.7K
CMCO icon
2503
Columbus McKinnon
CMCO
$417M
$120K ﹤0.01%
4,711
NEO icon
2504
NeoGenomics
NEO
$966M
$120K ﹤0.01%
13,224
NEX
2505
DELISTED
NexTier Oilfield Solutions Inc.
NEX
$120K ﹤0.01%
7,638
+2,985
+64% +$46.9K
CALA
2506
DELISTED
Calithera Biosciences, Inc
CALA
$120K ﹤0.01%
+405
New +$120K
ATRS
2507
DELISTED
Antares Pharma, Inc.
ATRS
$120K ﹤0.01%
+37,430
New +$120K
CDI
2508
DELISTED
CDI Corp.
CDI
$120K ﹤0.01%
20,431
+2,055
+11% +$12.1K
EBF icon
2509
Ennis
EBF
$463M
$119K ﹤0.01%
6,261
VSEC icon
2510
VSE Corp
VSEC
$3.45B
$119K ﹤0.01%
2,660
ENZ
2511
DELISTED
Enzo Biochem, Inc.
ENZ
$119K ﹤0.01%
10,663
+1,022
+11% +$11.4K
OTIC
2512
DELISTED
Otonomy, Inc.
OTIC
$119K ﹤0.01%
6,348
+746
+13% +$14K
KE icon
2513
Kimball Electronics
KE
$735M
$118K ﹤0.01%
6,466
WIT icon
2514
Wipro
WIT
$29.4B
$118K ﹤0.01%
60,587
XPRO icon
2515
Expro
XPRO
$1.42B
$118K ﹤0.01%
2,384
+2,027
+568% +$100K
TVRD
2516
Tvardi Therapeutics, Inc. Common Stock
TVRD
$308M
$118K ﹤0.01%
199
+19
+11% +$11.3K
KDNY
2517
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
$118K ﹤0.01%
2,072
+209
+11% +$11.9K
CTT
2518
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$118K ﹤0.01%
10,432
VWTR
2519
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$118K ﹤0.01%
6,827
GERN icon
2520
Geron
GERN
$842M
$117K ﹤0.01%
41,980
KFRC icon
2521
Kforce
KFRC
$550M
$117K ﹤0.01%
5,983
MBUU icon
2522
Malibu Boats
MBUU
$618M
$117K ﹤0.01%
4,504
ARNA
2523
DELISTED
Arena Pharmaceuticals Inc
ARNA
$117K ﹤0.01%
7,054
+1,140
+19% +$18.9K
CAI
2524
DELISTED
CAI International, Inc.
CAI
$117K ﹤0.01%
5,011
FSB
2525
DELISTED
Franklin Financial Network, Inc.
FSB
$117K ﹤0.01%
2,814