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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TSC
2501
DELISTED
TriState Capital Holdings, Inc.
TSC
$105K ﹤0.01%
3,799
+317
+9% +$8.76K
FLXN
2502
DELISTED
Flexion Therapeutics, Inc.
FLXN
$104K ﹤0.01%
5,560
MCFT icon
2503
MasterCraft Boat Holdings
MCFT
$362M
$103K ﹤0.01%
2,859
+221
+8% +$7.96K
PEBO icon
2504
Peoples Bancorp
PEBO
$1.08B
$103K ﹤0.01%
2,957
TALO icon
2505
Talos Energy
TALO
$1.68B
$103K ﹤0.01%
3,160
-348
-10% -$11.3K
AGM icon
2506
Federal Agricultural Mortgage
AGM
$2.15B
$102K ﹤0.01%
1,421
-129
-8% -$9.26K
LRN icon
2507
Stride
LRN
$6.91B
$102K ﹤0.01%
5,769
RDNT icon
2508
RadNet
RDNT
$5.69B
$102K ﹤0.01%
6,801
+821
+14% +$12.3K
DRNA
2509
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
$101K ﹤0.01%
6,625
ADUS icon
2510
Addus HomeCare
ADUS
$2.03B
$100K ﹤0.01%
1,428
+350
+32% +$24.5K
PFC
2511
DELISTED
Premier Financial Corp. Common Stock
PFC
$100K ﹤0.01%
3,312
CNR
2512
DELISTED
Cornerstone Building Brands, Inc.
CNR
$100K ﹤0.01%
6,597
FFWM icon
2513
First Foundation Inc
FFWM
$493M
$99K ﹤0.01%
6,310
+659
+12% +$10.3K
HLNE icon
2514
Hamilton Lane
HLNE
$6.53B
$99K ﹤0.01%
2,230
OBK icon
2515
Origin Bancorp
OBK
$1.11B
$99K ﹤0.01%
2,636
+207
+9% +$7.77K
PGC icon
2516
Peapack-Gladstone Financial
PGC
$517M
$99K ﹤0.01%
3,190
+357
+13% +$11.1K
STEL icon
2517
Stellar Bancorp
STEL
$1.61B
$99K ﹤0.01%
2,777
ECVT icon
2518
Ecovyst
ECVT
$1.06B
$97K ﹤0.01%
5,574
-688
-11% -$12K
PACB icon
2519
Pacific Biosciences
PACB
$351M
$97K ﹤0.01%
17,990
MBWM icon
2520
Mercantile Bank Corp
MBWM
$775M
$96K ﹤0.01%
2,881
+566
+24% +$18.9K
SSL icon
2521
Sasol
SSL
$4.46B
$96K ﹤0.01%
2,484
AIFU
2522
AIFU Inc. Class A Ordinary Share
AIFU
$82.6M
$96K ﹤0.01%
178
-78
-30% -$42.1K
VNTR
2523
DELISTED
Venator Materials PLC
VNTR
$96K ﹤0.01%
10,619
BHBK
2524
DELISTED
Blue Hills Bancorp, Inc.
BHBK
$96K ﹤0.01%
3,983
+545
+16% +$13.1K
HK
2525
DELISTED
Halcon Resources Corporation
HK
$96K ﹤0.01%
21,562