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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FLIC
2551
DELISTED
First of Long Island Corp
FLIC
$88K ﹤0.01%
4,009
MITT
2552
AG Mortgage Investment Trust
MITT
$245M
$87K ﹤0.01%
1,594
CTT
2553
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
$87K ﹤0.01%
7,579
EVRI
2554
DELISTED
Everi Holdings
EVRI
$86K ﹤0.01%
9,415
SLDB icon
2555
Solid Biosciences
SLDB
$426M
$86K ﹤0.01%
122
+40
+49% +$28.2K
TCX icon
2556
Tucows
TCX
$204M
$86K ﹤0.01%
1,527
ALTA
2557
DELISTED
Altabancorp Common Stock
ALTA
$86K ﹤0.01%
2,554
TOWR
2558
DELISTED
Tower International, Inc.
TOWR
$86K ﹤0.01%
2,853
DHIL icon
2559
Diamond Hill
DHIL
$389M
$84K ﹤0.01%
506
+5
+1% +$830
TBBK icon
2560
The Bancorp
TBBK
$3.51B
$84K ﹤0.01%
8,785
+1,146
+15% +$11K
BEST
2561
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$84K ﹤0.01%
+710
New +$84K
DESP
2562
DELISTED
Despegar.com
DESP
$83K ﹤0.01%
+4,923
New +$83K
SIEN
2563
DELISTED
Sientra, Inc.
SIEN
$83K ﹤0.01%
346
SWIR
2564
DELISTED
Sierra Wireless
SWIR
$83K ﹤0.01%
4,098
QADA
2565
DELISTED
QAD Inc.
QADA
$83K ﹤0.01%
1,465
-139
-9% -$7.88K
CBIO
2566
Crescent Biopharma, Inc. Common Stock
CBIO
$179M
$82K ﹤0.01%
57
FCBC icon
2567
First Community Bankshares
FCBC
$683M
$81K ﹤0.01%
2,394
NXRT
2568
NexPoint Residential Trust
NXRT
$864M
$81K ﹤0.01%
2,446
WTTR icon
2569
Select Water Solutions
WTTR
$949M
$81K ﹤0.01%
6,826
-1,023
-13% -$12.1K
BITA
2570
DELISTED
Bitauto Holdings Limited
BITA
$81K ﹤0.01%
3,500
FMBH icon
2571
First Mid Bancshares
FMBH
$951M
$80K ﹤0.01%
1,979
+196
+11% +$7.92K
KE icon
2572
Kimball Electronics
KE
$738M
$80K ﹤0.01%
4,094
EGIO
2573
DELISTED
Edgio, Inc. Common Stock
EGIO
$80K ﹤0.01%
401
MNTV
2574
DELISTED
Momentive Global Inc. Common Stock
MNTV
$80K ﹤0.01%
+5,000
New +$80K
VNET
2575
VNET Group
VNET
$2.57B
$79K ﹤0.01%
7,804
-96
-1% -$972