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
+4.16%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$98.7B
AUM Growth
+$3.81B
Cap. Flow
+$842M
Cap. Flow %
0.85%
Top 10 Hldgs %
16.13%
Holding
2,939
New
32
Increased
1,614
Reduced
690
Closed
67

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PCBK
2551
DELISTED
Pacific Continental Corp
PCBK
$47K ﹤0.01%
2,814
-376
-12% -$6.28K
GSH
2552
DELISTED
Guangshen Railway Co. Ltd
GSH
$47K ﹤0.01%
1,789
PGEM
2553
DELISTED
Ply Gem Holdings, Inc.
PGEM
$47K ﹤0.01%
3,559
-569
-14% -$7.51K
FARM icon
2554
Farmer Brothers
FARM
$43.5M
$46K ﹤0.01%
1,282
HCKT icon
2555
Hackett Group
HCKT
$576M
$46K ﹤0.01%
2,832
NGS icon
2556
Natural Gas Services Group
NGS
$332M
$46K ﹤0.01%
1,933
NVEC icon
2557
NVE Corp
NVEC
$323M
$46K ﹤0.01%
787
-123
-14% -$7.19K
VSEC icon
2558
VSE Corp
VSEC
$3.44B
$46K ﹤0.01%
1,364
VIVS
2559
VivoSim Labs, Inc. Common Stock
VIVS
$6.53M
$46K ﹤0.01%
52
ECOM
2560
DELISTED
CHANNELADVISOR CORPORATION
ECOM
$46K ﹤0.01%
3,708
-455
-11% -$5.65K
ABTX
2561
DELISTED
Allegiance Bancshares, Inc.
ABTX
$46K ﹤0.01%
1,712
STS
2562
DELISTED
Supreme Industries Inc Class A
STS
$46K ﹤0.01%
2,401
NATL
2563
DELISTED
National Interstate Corporation
NATL
$46K ﹤0.01%
1,417
+469
+49% +$15.2K
WLH
2564
DELISTED
WILLIAM LYON HOMES
WLH
$46K ﹤0.01%
2,531
FRP
2565
DELISTED
Fairpoint Communications, Inc.
FRP
$46K ﹤0.01%
3,101
CHCT
2566
Community Healthcare Trust
CHCT
$444M
$45K ﹤0.01%
2,042
CLNE icon
2567
Clean Energy Fuels
CLNE
$546M
$45K ﹤0.01%
10,258
CRAI icon
2568
CRA International
CRAI
$1.28B
$45K ﹤0.01%
1,674
-257
-13% -$6.91K
IDT icon
2569
IDT Corp
IDT
$1.64B
$45K ﹤0.01%
3,050
IMMR icon
2570
Immersion
IMMR
$230M
$45K ﹤0.01%
5,590
PHX
2571
DELISTED
PHX Minerals
PHX
$45K ﹤0.01%
2,554
RBCAA icon
2572
Republic Bancorp
RBCAA
$1.5B
$45K ﹤0.01%
1,459
-221
-13% -$6.82K
IMMU
2573
DELISTED
Immunomedics Inc
IMMU
$45K ﹤0.01%
14,097
-2,123
-13% -$6.78K
CHFN
2574
DELISTED
Charter Financial Corp
CHFN
$45K ﹤0.01%
3,554
ACTG icon
2575
Acacia Research
ACTG
$318M
$44K ﹤0.01%
7,138