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
AKCA
2576
DELISTED
Akcea Therapeutics, Inc. Common Stock
AKCA
$79K ﹤0.01%
2,237
+338
+18% +$11.9K
ACHN
2577
DELISTED
Achillion Pharmaceuticals, Inc.
ACHN
$79K ﹤0.01%
21,357
+2,454
+13% +$9.08K
EQBK icon
2578
Equity Bancshares
EQBK
$792M
$78K ﹤0.01%
1,999
RCKT icon
2579
Rocket Pharmaceuticals
RCKT
$351M
$78K ﹤0.01%
3,165
RYTM icon
2580
Rhythm Pharmaceuticals
RYTM
$6.48B
$78K ﹤0.01%
2,675
+850
+47% +$24.8K
UMH
2581
UMH Properties
UMH
$1.29B
$78K ﹤0.01%
4,958
NIHD
2582
DELISTED
NII Holdings, Inc. Common Stock
NIHD
$78K ﹤0.01%
13,261
EPRT icon
2583
Essential Properties Realty Trust
EPRT
$5.91B
$77K ﹤0.01%
5,399
+1,399
+35% +$20K
GOOD
2584
Gladstone Commercial Corp
GOOD
$606M
$77K ﹤0.01%
4,041
SOHU
2585
Sohu.com
SOHU
$480M
$77K ﹤0.01%
3,893
+593
+18% +$11.7K
HTB
2586
HomeTrust Bancshares, Inc.
HTB
$710M
$77K ﹤0.01%
2,628
HCKT icon
2587
Hackett Group
HCKT
$579M
$76K ﹤0.01%
3,783
UPLD icon
2588
Upland Software
UPLD
$70.5M
$76K ﹤0.01%
2,337
BH icon
2589
Biglari Holdings Class B
BH
$968M
$75K ﹤0.01%
418
VSTM icon
2590
Verastem
VSTM
$574M
$75K ﹤0.01%
858
+202
+31% +$17.7K
BHB icon
2591
Bar Harbor Bankshares
BHB
$542M
$74K ﹤0.01%
2,570
KURA icon
2592
Kura Oncology
KURA
$728M
$74K ﹤0.01%
4,252
+519
+14% +$9.03K
UGP icon
2593
Ultrapar
UGP
$4.07B
$74K ﹤0.01%
15,868
BVH
2594
DELISTED
Bluegreen Vacations Holding Corporation
BVH
$74K ﹤0.01%
1,981
+17
+0.9% +$635
ANH
2595
DELISTED
Anworth Mortgage Asset Corporation
ANH
$74K ﹤0.01%
16,129
-13,200
-45% -$60.6K
OLBK
2596
DELISTED
Old Line Bancshares, Inc.
OLBK
$74K ﹤0.01%
2,342
FISI icon
2597
Financial Institutions
FISI
$544M
$73K ﹤0.01%
2,314
SHYF
2598
DELISTED
The Shyft Group
SHYF
$73K ﹤0.01%
4,928
SEI
2599
Solaris Energy Infrastructure, Inc.
SEI
$1.38B
$73K ﹤0.01%
3,888
ATRS
2600
DELISTED
Antares Pharma, Inc.
ATRS
$73K ﹤0.01%
21,657