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
+4.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,756
Closed
140

Sector Composition

1 Technology 16.79%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FCBC icon
2576
First Community Bankshares
FCBC
$680M
$76K ﹤0.01%
2,394
-474
-17% -$15K
FISI icon
2577
Financial Institutions
FISI
$545M
$76K ﹤0.01%
2,314
-319
-12% -$10.5K
MCFT icon
2578
MasterCraft Boat Holdings
MCFT
$362M
$76K ﹤0.01%
2,638
-747
-22% -$21.5K
NVAX icon
2579
Novavax
NVAX
$1.3B
$76K ﹤0.01%
2,841
+79
+3% +$2.11K
TRC icon
2580
Tejon Ranch
TRC
$448M
$76K ﹤0.01%
3,137
-242
-7% -$5.86K
UMH
2581
UMH Properties
UMH
$1.29B
$76K ﹤0.01%
4,958
-812
-14% -$12.4K
WHG icon
2582
Westwood Holdings Group
WHG
$160M
$76K ﹤0.01%
1,271
-167
-12% -$9.99K
UCFC
2583
DELISTED
United Community Financial Corp
UCFC
$76K ﹤0.01%
6,941
-1,813
-21% -$19.9K
BHBK
2584
DELISTED
Blue Hills Bancorp, Inc.
BHBK
$76K ﹤0.01%
3,438
-594
-15% -$13.1K
AKBA icon
2585
Akebia Therapeutics
AKBA
$782M
$75K ﹤0.01%
7,515
-744
-9% -$7.43K
INSW icon
2586
International Seaways
INSW
$2.33B
$75K ﹤0.01%
3,245
-1,850
-36% -$42.8K
KE icon
2587
Kimball Electronics
KE
$741M
$75K ﹤0.01%
4,094
-629
-13% -$11.5K
ACBI
2588
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
$75K ﹤0.01%
3,813
+339
+10% +$6.67K
ABEO icon
2589
Abeona Therapeutics
ABEO
$330M
$74K ﹤0.01%
185
-19
-9% -$7.6K
CLNE icon
2590
Clean Energy Fuels
CLNE
$526M
$74K ﹤0.01%
19,962
-5,988
-23% -$22.2K
SHYF
2591
DELISTED
The Shyft Group
SHYF
$74K ﹤0.01%
4,928
-1,360
-22% -$20.4K
HTB
2592
HomeTrust Bancshares, Inc.
HTB
$713M
$74K ﹤0.01%
2,628
-342
-12% -$9.63K
MODN
2593
DELISTED
MODEL N, INC.
MODN
$74K ﹤0.01%
4,023
-222
-5% -$4.08K
EBF icon
2594
Ennis
EBF
$463M
$73K ﹤0.01%
3,585
-917
-20% -$18.7K
GDEN icon
2595
Golden Entertainment
GDEN
$638M
$73K ﹤0.01%
2,713
-422
-13% -$11.4K
KRO icon
2596
KRONOS Worldwide
KRO
$694M
$73K ﹤0.01%
3,252
-608
-16% -$13.6K
TAST
2597
DELISTED
Carrols Restaurant Group, Inc.
TAST
$73K ﹤0.01%
4,938
-806
-14% -$11.9K
IMMR icon
2598
Immersion
IMMR
$221M
$72K ﹤0.01%
4,683
-229
-5% -$3.52K
WSC icon
2599
WillScot Mobile Mini Holdings
WSC
$4.19B
$72K ﹤0.01%
+4,877
New +$72K
EGIO
2600
DELISTED
Edgio, Inc. Common Stock
EGIO
$72K ﹤0.01%
401
+4
+1% +$718