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
ATEX icon
2551
Anterix
ATEX
$395M
$95K ﹤0.01%
2,018
IBCP icon
2552
Independent Bank Corp
IBCP
$657M
$95K ﹤0.01%
4,373
+375
+9% +$8.15K
TALO icon
2553
Talos Energy
TALO
$1.68B
$95K ﹤0.01%
3,969
XIFR
2554
XPLR Infrastructure, LP
XIFR
$947M
$95K ﹤0.01%
1,965
ACRE
2555
Ares Commercial Real Estate
ACRE
$266M
$93K ﹤0.01%
6,307
+1,983
+46% +$29.2K
CPRX icon
2556
Catalyst Pharmaceutical
CPRX
$2.44B
$93K ﹤0.01%
24,188
+9,450
+64% +$36.3K
RYTM icon
2557
Rhythm Pharmaceuticals
RYTM
$6.39B
$93K ﹤0.01%
4,217
+1,362
+48% +$30K
HTB
2558
HomeTrust Bancshares, Inc.
HTB
$713M
$93K ﹤0.01%
3,672
WTRE
2559
DELISTED
Watford Holdings Ltd. Common Shares
WTRE
$93K ﹤0.01%
+3,374
New +$93K
CYCN icon
2560
Cyclerion Therapeutics
CYCN
$7.88M
$92K ﹤0.01%
+402
New +$92K
INSW icon
2561
International Seaways
INSW
$2.33B
$92K ﹤0.01%
4,849
+645
+15% +$12.2K
ENLC
2562
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$92K ﹤0.01%
9,141
+1,205
+15% +$12.1K
LOB icon
2563
Live Oak Bancshares
LOB
$1.67B
$91K ﹤0.01%
5,270
+892
+20% +$15.4K
DERM
2564
DELISTED
Dermira, Inc.
DERM
$91K ﹤0.01%
9,520
+2,247
+31% +$21.5K
DCOM icon
2565
Dime Community Bancshares
DCOM
$1.35B
$90K ﹤0.01%
3,030
DOMO icon
2566
Domo
DOMO
$701M
$90K ﹤0.01%
3,304
+558
+20% +$15.2K
YORW icon
2567
York Water
YORW
$445M
$90K ﹤0.01%
2,516
HUD
2568
DELISTED
Hudson Ltd. Class A Common Shares
HUD
$90K ﹤0.01%
6,480
-102,698
-94% -$1.43M
DMRC icon
2569
Digimarc
DMRC
$204M
$89K ﹤0.01%
1,998
+191
+11% +$8.51K
GSHD icon
2570
Goosehead Insurance
GSHD
$2.05B
$89K ﹤0.01%
1,864
+223
+14% +$10.6K
UMH
2571
UMH Properties
UMH
$1.29B
$89K ﹤0.01%
7,182
+635
+10% +$7.87K
QTTB icon
2572
Q32 Bio
QTTB
$23.5M
$89K ﹤0.01%
252
+77
+44% +$27.2K
AROW icon
2573
Arrow Financial
AROW
$478M
$88K ﹤0.01%
2,921
+285
+11% +$8.59K
WTI icon
2574
W&T Offshore
WTI
$257M
$88K ﹤0.01%
17,914
GNMK
2575
DELISTED
GenMark Diagnostics, Inc
GNMK
$88K ﹤0.01%
13,487
+1,274
+10% +$8.31K