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
+1.07%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$83.7B
AUM Growth
-$1.35B
Cap. Flow
-$1.41B
Cap. Flow %
-1.69%
Top 10 Hldgs %
15.6%
Holding
2,835
New
167
Increased
1,177
Reduced
645
Closed
47

Sector Composition

1 Financials 15.97%
2 Healthcare 13.86%
3 Technology 13.18%
4 Industrials 9.26%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MC icon
2576
Moelis & Co
MC
$5.24B
$41K ﹤0.01%
1,370
RBCAA icon
2577
Republic Bancorp
RBCAA
$1.5B
$41K ﹤0.01%
1,680
UCTT icon
2578
Ultra Clean Holdings
UCTT
$1.11B
$41K ﹤0.01%
5,706
VIVS
2579
VivoSim Labs, Inc. Common Stock
VIVS
$6.53M
$41K ﹤0.01%
52
AAMC
2580
DELISTED
Altisource Asset Mgmt Corp
AAMC
$41K ﹤0.01%
372
ECOM
2581
DELISTED
CHANNELADVISOR CORPORATION
ECOM
$41K ﹤0.01%
4,163
SREV
2582
DELISTED
ServiceSource International, Inc.
SREV
$41K ﹤0.01%
13,178
VCRA
2583
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$41K ﹤0.01%
4,138
CWEI
2584
DELISTED
Clayton Williams Energy, Inc.
CWEI
$41K ﹤0.01%
816
GLPW
2585
DELISTED
GLOBAL POWER EQUIPMENT GROUP INC COMMON NEW
GLPW
$41K ﹤0.01%
3,169
IO
2586
DELISTED
ION Geophysical Corporation
IO
$41K ﹤0.01%
1,231
HILL
2587
DELISTED
DOT HILL SYSTEMS CORP
HILL
$41K ﹤0.01%
+7,738
New +$41K
ORBC
2588
DELISTED
ORBCOMM, Inc.
ORBC
$41K ﹤0.01%
6,893
FC icon
2589
Franklin Covey
FC
$244M
$40K ﹤0.01%
2,099
PWOD
2590
DELISTED
Penns Woods Bancorp
PWOD
$40K ﹤0.01%
1,251
MTUS icon
2591
Metallus
MTUS
$713M
$40K ﹤0.01%
1,512
-9,696
-87% -$257K
MTEM
2592
DELISTED
Molecular Templates, Inc.
MTEM
$40K ﹤0.01%
60
TIS
2593
DELISTED
Orchids Paper Products, Inc.
TIS
$40K ﹤0.01%
1,546
XCO
2594
DELISTED
Exco Resources
XCO
$40K ﹤0.01%
1,535
NWPX icon
2595
NWPX Infrastructure, Inc. Common Stock
NWPX
$504M
$39K ﹤0.01%
1,703
TREE icon
2596
LendingTree
TREE
$978M
$39K ﹤0.01%
+703
New +$39K
DEST
2597
DELISTED
Destination Maternity Corporation
DEST
$39K ﹤0.01%
2,602
RPRX
2598
DELISTED
Repros Therapeutics Inc.
RPRX
$39K ﹤0.01%
4,530
CZNC icon
2599
Citizens & Northern Corp
CZNC
$313M
$38K ﹤0.01%
1,891
MLAB icon
2600
Mesa Laboratories
MLAB
$356M
$38K ﹤0.01%
531