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
+4.98%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$354B
AUM Growth
+$6.65B
Cap. Flow
-$4.56B
Cap. Flow %
-1.29%
Top 10 Hldgs %
31.11%
Holding
3,587
New
227
Increased
1,326
Reduced
1,538
Closed
175

Top Buys

1
UBS icon
UBS Group
UBS
+$813M
2
ALC icon
Alcon
ALC
+$368M
3
STLA icon
Stellantis
STLA
+$301M
4
FER icon
Ferrovial SE
FER
+$289M
5
CRH icon
CRH
CRH
+$267M

Sector Composition

1 Technology 32.51%
2 Financials 12.19%
3 Healthcare 11.56%
4 Consumer Discretionary 9.43%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MTW icon
2526
Manitowoc
MTW
$362M
$371K ﹤0.01%
32,206
-718
-2% -$8.28K
EDIT icon
2527
Editas Medicine
EDIT
$242M
$371K ﹤0.01%
79,428
NXDR
2528
Nextdoor Holdings
NXDR
$805M
$370K ﹤0.01%
133,278
+30,433
+30% +$84.6K
NFBK icon
2529
Northfield Bancorp
NFBK
$492M
$370K ﹤0.01%
39,061
-69,146
-64% -$656K
CVAC icon
2530
CureVac
CVAC
$1.2B
$370K ﹤0.01%
+111,525
New +$370K
BRSL
2531
Brightstar Lottery PLC
BRSL
$3.12B
$370K ﹤0.01%
18,080
-334
-2% -$6.83K
SMBC icon
2532
Southern Missouri Bancorp
SMBC
$628M
$368K ﹤0.01%
8,185
CCB icon
2533
Coastal Financial
CCB
$1.65B
$364K ﹤0.01%
7,888
+22
+0.3% +$1.02K
LXU icon
2534
LSB Industries
LXU
$576M
$364K ﹤0.01%
44,493
-4,221
-9% -$34.5K
TIPT icon
2535
Tiptree Inc
TIPT
$956M
$364K ﹤0.01%
22,068
KEN icon
2536
Kenon Holdings
KEN
$2.43B
$364K ﹤0.01%
14,585
+13,664
+1,484% +$341K
CATX icon
2537
Perspective Therapeutics
CATX
$258M
$363K ﹤0.01%
+36,375
New +$363K
IWO icon
2538
iShares Russell 2000 Growth ETF
IWO
$12.6B
$360K ﹤0.01%
1,370
+1,345
+5,380% +$353K
ENIC icon
2539
Enel Chile
ENIC
$5.2B
$358K ﹤0.01%
128,172
ADV icon
2540
Advantage Solutions
ADV
$619M
$357K ﹤0.01%
110,922
+1,705
+2% +$5.49K
FLWS icon
2541
1-800-Flowers.com
FLWS
$343M
$357K ﹤0.01%
37,459
+15,495
+71% +$148K
SN icon
2542
SharkNinja
SN
$16.1B
$356K ﹤0.01%
+4,737
New +$356K
PHAT icon
2543
Phathom Pharmaceuticals
PHAT
$840M
$354K ﹤0.01%
34,325
+223
+0.7% +$2.3K
EB icon
2544
Eventbrite
EB
$262M
$353K ﹤0.01%
72,975
+212
+0.3% +$1.03K
EBR.B icon
2545
Eletrobras Preferred Shares
EBR.B
$20.4B
$353K ﹤0.01%
49,500
ITRN icon
2546
Ituran Location and Control
ITRN
$696M
$351K ﹤0.01%
14,265
+1,812
+15% +$44.6K
PL icon
2547
Planet Labs
PL
$3.01B
$351K ﹤0.01%
188,780
-4,933
-3% -$9.18K
PERI icon
2548
Perion Network
PERI
$418M
$351K ﹤0.01%
42,422
+41,610
+5,124% +$344K
ARKO icon
2549
ARKO Corp
ARKO
$567M
$350K ﹤0.01%
55,890
-6,389
-10% -$40.1K
EYPT icon
2550
EyePoint Pharmaceuticals
EYPT
$920M
$350K ﹤0.01%
40,279
+3,364
+9% +$29.3K