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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BMRC icon
2501
Bank of Marin Bancorp
BMRC
$398M
$107K ﹤0.01%
2,623
+193
+8% +$7.87K
GRC icon
2502
Gorman-Rupp
GRC
$1.13B
$107K ﹤0.01%
3,247
MSBI icon
2503
Midland States Bancorp
MSBI
$385M
$107K ﹤0.01%
4,013
+306
+8% +$8.16K
RDNT icon
2504
RadNet
RDNT
$5.69B
$107K ﹤0.01%
7,780
+618
+9% +$8.5K
SEI
2505
Solaris Energy Infrastructure, Inc.
SEI
$1.39B
$107K ﹤0.01%
7,162
+2,756
+63% +$41.2K
ALTA
2506
DELISTED
Altabancorp Common Stock
ALTA
$107K ﹤0.01%
3,661
+274
+8% +$8.01K
ORBC
2507
DELISTED
ORBCOMM, Inc.
ORBC
$107K ﹤0.01%
14,707
+1,122
+8% +$8.16K
PLUG icon
2508
Plug Power
PLUG
$1.76B
$106K ﹤0.01%
47,288
+3,902
+9% +$8.75K
CTT
2509
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$106K ﹤0.01%
10,237
+793
+8% +$8.21K
MRNA icon
2510
Moderna
MRNA
$9.15B
$105K ﹤0.01%
7,168
-50,421
-88% -$739K
GTS
2511
DELISTED
Triple-S Management Corporation
GTS
$104K ﹤0.01%
4,621
SNR
2512
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
$104K ﹤0.01%
15,467
+1,936
+14% +$13K
UCFC
2513
DELISTED
United Community Financial Corp
UCFC
$104K ﹤0.01%
10,843
NEXA icon
2514
Nexa Resources
NEXA
$657M
$103K ﹤0.01%
10,720
TWST icon
2515
Twist Bioscience
TWST
$1.53B
$103K ﹤0.01%
3,550
+2,774
+357% +$80.5K
CRMT icon
2516
America's Car Mart
CRMT
$286M
$102K ﹤0.01%
1,187
+92
+8% +$7.91K
CTMX icon
2517
CytomX Therapeutics
CTMX
$330M
$102K ﹤0.01%
9,099
+757
+9% +$8.49K
FLIC
2518
DELISTED
First of Long Island Corp
FLIC
$102K ﹤0.01%
5,063
MBWM icon
2519
Mercantile Bank Corp
MBWM
$775M
$102K ﹤0.01%
3,134
+253
+9% +$8.23K
RC
2520
Ready Capital
RC
$689M
$102K ﹤0.01%
6,892
+529
+8% +$7.83K
PFC
2521
DELISTED
Premier Financial Corp. Common Stock
PFC
$102K ﹤0.01%
3,558
FLWS icon
2522
1-800-Flowers.com
FLWS
$343M
$101K ﹤0.01%
5,338
HTBK icon
2523
Heritage Commerce
HTBK
$624M
$101K ﹤0.01%
8,243
+665
+9% +$8.15K
ATRS
2524
DELISTED
Antares Pharma, Inc.
ATRS
$101K ﹤0.01%
30,554
+3,681
+14% +$12.2K
EBF icon
2525
Ennis
EBF
$463M
$100K ﹤0.01%
4,912
+392
+9% +$7.98K