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
SSNI
2526
DELISTED
Silver Spring Networks, Inc.
SSNI
$117K ﹤0.01%
10,329
+1,005
+11% +$11.4K
MITT
2527
AG Mortgage Investment Trust
MITT
$246M
$116K ﹤0.01%
2,115
DFRG
2528
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
$116K ﹤0.01%
7,207
NOAH
2529
Noah Holdings
NOAH
$783M
$115K ﹤0.01%
4,000
YORW icon
2530
York Water
YORW
$445M
$115K ﹤0.01%
3,291
SWIR
2531
DELISTED
Sierra Wireless
SWIR
$115K ﹤0.01%
4,098
+198
+5% +$5.56K
GLBL
2532
DELISTED
TerraForm Global, Inc. Class A Common Stock
GLBL
$115K ﹤0.01%
22,878
MG icon
2533
Mistras Group
MG
$303M
$114K ﹤0.01%
5,268
TGTX icon
2534
TG Therapeutics
TGTX
$5.04B
$114K ﹤0.01%
11,264
+1,463
+15% +$14.8K
VVX icon
2535
V2X
VVX
$1.7B
$114K ﹤0.01%
3,549
ACBI
2536
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
$114K ﹤0.01%
5,954
+611
+11% +$11.7K
UCFC
2537
DELISTED
United Community Financial Corp
UCFC
$114K ﹤0.01%
13,608
GOLF icon
2538
Acushnet Holdings
GOLF
$4.38B
$113K ﹤0.01%
5,748
THFF icon
2539
First Financial Corporation Common Stock
THFF
$695M
$113K ﹤0.01%
2,381
PRTY
2540
DELISTED
Party City Holdco Inc.
PRTY
$113K ﹤0.01%
7,190
APTS
2541
DELISTED
Preferred Apartment Communities, Inc.
APTS
$113K ﹤0.01%
7,188
+845
+13% +$13.3K
ELF icon
2542
e.l.f. Beauty
ELF
$7.8B
$112K ﹤0.01%
4,155
+1,610
+63% +$43.4K
UMH
2543
UMH Properties
UMH
$1.29B
$112K ﹤0.01%
6,596
BAS
2544
DELISTED
Basis Energy Services, Inc.
BAS
$112K ﹤0.01%
+4,524
New +$112K
DDC
2545
DELISTED
Dominion Diamond Corporation
DDC
$112K ﹤0.01%
8,874
+594
+7% +$7.5K
AY
2546
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
$111K ﹤0.01%
5,194
-14,240
-73% -$304K
COWN
2547
DELISTED
Cowen Inc. Class A Common Stock
COWN
$111K ﹤0.01%
6,792
-286
-4% -$4.67K
EVC icon
2548
Entravision Communication
EVC
$214M
$110K ﹤0.01%
16,616
IMKTA icon
2549
Ingles Markets
IMKTA
$1.31B
$110K ﹤0.01%
3,296
PDFS icon
2550
PDF Solutions
PDFS
$773M
$110K ﹤0.01%
6,590