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
ERII icon
2526
Energy Recovery
ERII
$764M
$100K ﹤0.01%
9,554
+2,099
+28% +$22K
WSBF icon
2527
Waterstone Financial
WSBF
$275M
$100K ﹤0.01%
5,833
EB icon
2528
Eventbrite
EB
$262M
$99K ﹤0.01%
+6,086
New +$99K
FFWM icon
2529
First Foundation Inc
FFWM
$493M
$99K ﹤0.01%
7,394
+613
+9% +$8.21K
NOG icon
2530
Northern Oil and Gas
NOG
$2.48B
$99K ﹤0.01%
5,135
+1,495
+41% +$28.8K
PGC icon
2531
Peapack-Gladstone Financial
PGC
$517M
$99K ﹤0.01%
3,527
VALE icon
2532
Vale
VALE
$45.5B
$99K ﹤0.01%
7,384
ADVM icon
2533
Adverum Biotechnologies
ADVM
$63.4M
$98K ﹤0.01%
888
-88
-9% -$9.71K
DHIL icon
2534
Diamond Hill
DHIL
$387M
$98K ﹤0.01%
688
FCBC icon
2535
First Community Bankshares
FCBC
$680M
$98K ﹤0.01%
2,914
FMBH icon
2536
First Mid Bancshares
FMBH
$945M
$98K ﹤0.01%
2,817
+494
+21% +$17.2K
LXRX icon
2537
Lexicon Pharmaceuticals
LXRX
$418M
$98K ﹤0.01%
15,545
STEL icon
2538
Stellar Bancorp
STEL
$1.61B
$98K ﹤0.01%
3,465
VKTX icon
2539
Viking Therapeutics
VKTX
$2.79B
$98K ﹤0.01%
11,707
CBAY
2540
DELISTED
Cymabay Therapeutics
CBAY
$98K ﹤0.01%
13,746
+3,151
+30% +$22.5K
TSC
2541
DELISTED
TriState Capital Holdings, Inc.
TSC
$98K ﹤0.01%
4,611
MITT
2542
AG Mortgage Investment Trust
MITT
$244M
$97K ﹤0.01%
2,040
+322
+19% +$15.3K
WLDN icon
2543
Willdan Group
WLDN
$1.48B
$97K ﹤0.01%
2,582
+1,075
+71% +$40.4K
WMC
2544
DELISTED
Western Asset Mortgage Capital Corporation
WMC
$97K ﹤0.01%
970
-70
-7% -$7K
RST
2545
DELISTED
ROSETTA STONE INC
RST
$97K ﹤0.01%
4,257
COWN
2546
DELISTED
Cowen Inc. Class A Common Stock
COWN
$97K ﹤0.01%
5,648
+505
+10% +$8.67K
GOSS icon
2547
Gossamer Bio
GOSS
$787M
$96K ﹤0.01%
4,324
+2,577
+148% +$57.2K
QCRH icon
2548
QCR Holdings
QCRH
$1.3B
$96K ﹤0.01%
2,753
+398
+17% +$13.9K
VPG icon
2549
Vishay Precision Group
VPG
$416M
$96K ﹤0.01%
2,360
+710
+43% +$28.9K
AXNX
2550
DELISTED
Axonics, Inc. Common Stock
AXNX
$96K ﹤0.01%
2,575
+1,506
+141% +$56.1K