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
+6.53%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$138B
AUM Growth
+$5.23B
Cap. Flow
-$2.31B
Cap. Flow %
-1.67%
Top 10 Hldgs %
15.72%
Holding
3,344
New
39
Increased
1,542
Reduced
1,278
Closed
61

Top Buys

1
BABA icon
Alibaba
BABA
+$192M
2
BIDU icon
Baidu
BIDU
+$53.7M
3
LUMN icon
Lumen
LUMN
+$38.8M
4
JD icon
JD.com
JD
+$28.6M
5
CME icon
CME Group
CME
+$28.3M

Sector Composition

1 Financials 17.16%
2 Technology 15.52%
3 Healthcare 12.53%
4 Consumer Discretionary 9.49%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UCFC
2501
DELISTED
United Community Financial Corp
UCFC
$119K ﹤0.01%
12,915
NCOM
2502
DELISTED
National Commerce Corporation
NCOM
$119K ﹤0.01%
2,966
-142
-5% -$5.7K
VIA
2503
DELISTED
Viacom Inc. Class A
VIA
$119K ﹤0.01%
3,428
FRPT icon
2504
Freshpet
FRPT
$2.7B
$118K ﹤0.01%
6,233
-131
-2% -$2.48K
CNCE
2505
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
$118K ﹤0.01%
4,552
-862
-16% -$22.3K
KNSL icon
2506
Kinsale Capital Group
KNSL
$10.3B
$117K ﹤0.01%
2,600
UMH
2507
UMH Properties
UMH
$1.28B
$117K ﹤0.01%
7,866
YORW icon
2508
York Water
YORW
$444M
$117K ﹤0.01%
3,435
-282
-8% -$9.61K
YELL
2509
DELISTED
Yellow Corporation Common Stock
YELL
$117K ﹤0.01%
8,164
-652
-7% -$9.34K
COLL icon
2510
Collegium Pharmaceutical
COLL
$1.18B
$116K ﹤0.01%
6,245
+640
+11% +$11.9K
FISI icon
2511
Financial Institutions
FISI
$552M
$116K ﹤0.01%
3,702
-441
-11% -$13.8K
BV
2512
DELISTED
Bazaarvoice, Inc.
BV
$116K ﹤0.01%
21,291
-3,174
-13% -$17.3K
ABEO icon
2513
Abeona Therapeutics
ABEO
$348M
$115K ﹤0.01%
289
+22
+8% +$8.75K
BBSI icon
2514
Barrett Business Services
BBSI
$1.2B
$115K ﹤0.01%
7,120
-776
-10% -$12.5K
BMRC icon
2515
Bank of Marin Bancorp
BMRC
$404M
$115K ﹤0.01%
3,368
HOFT icon
2516
Hooker Furnishings Corp
HOFT
$115M
$115K ﹤0.01%
2,724
RDWR icon
2517
Radware
RDWR
$1.11B
$115K ﹤0.01%
5,927
-219
-4% -$4.25K
CAI
2518
DELISTED
CAI International, Inc.
CAI
$115K ﹤0.01%
4,020
-161
-4% -$4.61K
GNBC
2519
DELISTED
Green Bancorp, Inc
GNBC
$115K ﹤0.01%
5,591
EVC icon
2520
Entravision Communication
EVC
$222M
$114K ﹤0.01%
15,846
-3,209
-17% -$23.1K
IMKTA icon
2521
Ingles Markets
IMKTA
$1.3B
$114K ﹤0.01%
3,274
-578
-15% -$20.1K
TGTX icon
2522
TG Therapeutics
TGTX
$5.05B
$114K ﹤0.01%
13,559
+1,059
+8% +$8.9K
BETR
2523
DELISTED
Amplify Snack Brands, Inc.
BETR
$114K ﹤0.01%
9,474
REGI
2524
DELISTED
Renewable Energy Group, Inc.
REGI
$114K ﹤0.01%
9,624
MSBI icon
2525
Midland States Bancorp
MSBI
$386M
$113K ﹤0.01%
3,479
-916
-21% -$29.8K