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
ALRM icon
2576
Alarm.com
ALRM
$2.84B
$44K ﹤0.01%
1,548
BMRC icon
2577
Bank of Marin Bancorp
BMRC
$400M
$44K ﹤0.01%
1,772
-254
-13% -$6.31K
CECO icon
2578
Ceco Environmental
CECO
$1.67B
$44K ﹤0.01%
3,966
HTBK icon
2579
Heritage Commerce
HTBK
$628M
$44K ﹤0.01%
4,025
-1,109
-22% -$12.1K
LOB icon
2580
Live Oak Bancshares
LOB
$1.75B
$44K ﹤0.01%
3,059
-784
-20% -$11.3K
CMRX
2581
DELISTED
Chimerix, Inc.
CMRX
$44K ﹤0.01%
8,097
-4,336
-35% -$23.6K
LGTY
2582
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
$44K ﹤0.01%
4,044
-476
-11% -$5.18K
AVID
2583
DELISTED
Avid Technology Inc
AVID
$44K ﹤0.01%
5,637
-794
-12% -$6.2K
XENT
2584
DELISTED
Intersect ENT, Inc
XENT
$44K ﹤0.01%
2,803
SQBG
2585
DELISTED
Sequential Brands Group, Inc.
SQBG
$44K ﹤0.01%
136
SIGM
2586
DELISTED
Sigma Designs Inc
SIGM
$44K ﹤0.01%
5,811
EXAC
2587
DELISTED
Exactech Inc
EXAC
$44K ﹤0.01%
1,674
-207
-11% -$5.44K
ATEX icon
2588
Anterix
ATEX
$412M
$43K ﹤0.01%
1,848
CHT icon
2589
Chunghwa Telecom
CHT
$34.3B
$43K ﹤0.01%
1,240
-5,967
-83% -$207K
COLL icon
2590
Collegium Pharmaceutical
COLL
$1.21B
$43K ﹤0.01%
2,416
CYTK icon
2591
Cytokinetics
CYTK
$6.34B
$43K ﹤0.01%
4,803
DLTH icon
2592
Duluth Holdings
DLTH
$142M
$43K ﹤0.01%
1,645
IPI icon
2593
Intrepid Potash
IPI
$379M
$43K ﹤0.01%
+3,780
New +$43K
KPTI icon
2594
Karyopharm Therapeutics
KPTI
$57.2M
$43K ﹤0.01%
297
LCTX icon
2595
Lineage Cell Therapeutics
LCTX
$279M
$43K ﹤0.01%
13,499
LYTS icon
2596
LSI Industries
LYTS
$699M
$43K ﹤0.01%
3,845
CONN
2597
DELISTED
Conn's Inc.
CONN
$43K ﹤0.01%
4,143
ACRS icon
2598
Aclaris Therapeutics
ACRS
$227M
$42K ﹤0.01%
1,638
COOP icon
2599
Mr. Cooper
COOP
$13.6B
$42K ﹤0.01%
1,549
LE icon
2600
Lands' End
LE
$439M
$42K ﹤0.01%
2,897
-311
-10% -$4.51K