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
+4.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,756
Closed
140

Sector Composition

1 Technology 16.79%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NEXA icon
2526
Nexa Resources
NEXA
$657M
$91K ﹤0.01%
+7,700
New +$91K
SSL icon
2527
Sasol
SSL
$4.46B
$91K ﹤0.01%
2,484
TSC
2528
DELISTED
TriState Capital Holdings, Inc.
TSC
$91K ﹤0.01%
3,482
-417
-11% -$10.9K
ALTA
2529
DELISTED
Altabancorp Common Stock
ALTA
$91K ﹤0.01%
2,554
+90
+4% +$3.21K
TOWR
2530
DELISTED
Tower International, Inc.
TOWR
$91K ﹤0.01%
2,853
-704
-20% -$22.5K
BCRX icon
2531
BioCryst Pharmaceuticals
BCRX
$1.66B
$90K ﹤0.01%
15,730
-2,119
-12% -$12.1K
FBK icon
2532
FB Financial Corp
FBK
$2.86B
$90K ﹤0.01%
2,192
-166
-7% -$6.82K
MITT
2533
AG Mortgage Investment Trust
MITT
$244M
$90K ﹤0.01%
1,594
-151
-9% -$8.53K
NVEE
2534
DELISTED
NV5 Global
NVEE
$90K ﹤0.01%
5,208
-236
-4% -$4.08K
RDNT icon
2535
RadNet
RDNT
$5.69B
$90K ﹤0.01%
5,980
-903
-13% -$13.6K
KBAL
2536
DELISTED
Kimball International
KBAL
$90K ﹤0.01%
5,579
-1,094
-16% -$17.6K
BVH
2537
DELISTED
Bluegreen Vacations Holding Corporation
BVH
$89K ﹤0.01%
+1,964
New +$89K
CMRE icon
2538
Costamare
CMRE
$1.48B
$88K ﹤0.01%
11,008
-1,245
-10% -$9.95K
ENPH icon
2539
Enphase Energy
ENPH
$4.92B
$87K ﹤0.01%
+12,895
New +$87K
FATE icon
2540
Fate Therapeutics
FATE
$111M
$87K ﹤0.01%
7,657
-886
-10% -$10.1K
CISN
2541
DELISTED
Cision Ltd. Ordinary Share
CISN
$87K ﹤0.01%
+5,835
New +$87K
MBWM icon
2542
Mercantile Bank Corp
MBWM
$775M
$86K ﹤0.01%
2,315
-524
-18% -$19.5K
RETA
2543
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$86K ﹤0.01%
2,465
+497
+25% +$17.3K
TOUR
2544
Tuniu
TOUR
$109M
$85K ﹤0.01%
10,000
KERX
2545
DELISTED
Keryx Biopharmaceuticals Inc
KERX
$85K ﹤0.01%
22,546
-2,034
-8% -$7.67K
IBCP icon
2546
Independent Bank Corp
IBCP
$657M
$84K ﹤0.01%
3,295
-483
-13% -$12.3K
EQBK icon
2547
Equity Bancshares
EQBK
$800M
$83K ﹤0.01%
1,999
+23
+1% +$955
HOFT icon
2548
Hooker Furnishings Corp
HOFT
$111M
$83K ﹤0.01%
1,767
-264
-13% -$12.4K
BITA
2549
DELISTED
Bitauto Holdings Limited
BITA
$83K ﹤0.01%
3,500
GERN icon
2550
Geron
GERN
$810M
$82K ﹤0.01%
23,798
-1,078
-4% -$3.71K