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
DX
2576
Dynex Capital
DX
$1.63B
$87K ﹤0.01%
5,178
FISI icon
2577
Financial Institutions
FISI
$545M
$87K ﹤0.01%
2,968
LEN.B icon
2578
Lennar Class B
LEN.B
$34B
$87K ﹤0.01%
2,361
+390
+20% +$14.4K
MGTX icon
2579
MeiraGTx Holdings
MGTX
$612M
$87K ﹤0.01%
3,418
+1,404
+70% +$35.7K
QADA
2580
DELISTED
QAD Inc.
QADA
$87K ﹤0.01%
2,165
+218
+11% +$8.76K
BY icon
2581
Byline Bancorp
BY
$1.33B
$86K ﹤0.01%
4,499
+1,263
+39% +$24.1K
DHT icon
2582
DHT Holdings
DHT
$1.98B
$86K ﹤0.01%
14,536
LIND icon
2583
Lindblad Expeditions
LIND
$735M
$86K ﹤0.01%
4,761
+475
+11% +$8.58K
OLP
2584
One Liberty Properties
OLP
$494M
$86K ﹤0.01%
2,969
RCKT icon
2585
Rocket Pharmaceuticals
RCKT
$341M
$85K ﹤0.01%
5,691
+914
+19% +$13.7K
TITN icon
2586
Titan Machinery
TITN
$451M
$85K ﹤0.01%
4,110
ANH
2587
DELISTED
Anworth Mortgage Asset Corporation
ANH
$85K ﹤0.01%
22,403
+2,128
+10% +$8.07K
IMKTA icon
2588
Ingles Markets
IMKTA
$1.32B
$84K ﹤0.01%
2,720
JOUT icon
2589
Johnson Outdoors
JOUT
$422M
$84K ﹤0.01%
1,127
+333
+42% +$24.8K
WINA icon
2590
Winmark
WINA
$1.74B
$84K ﹤0.01%
488
ACBI
2591
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
$84K ﹤0.01%
4,928
PRMW
2592
DELISTED
Primo Water Corporation
PRMW
$84K ﹤0.01%
6,850
+637
+10% +$7.81K
PRTA icon
2593
Prothena Corp
PRTA
$442M
$83K ﹤0.01%
7,846
TBBK icon
2594
The Bancorp
TBBK
$3.5B
$83K ﹤0.01%
9,364
BCRX icon
2595
BioCryst Pharmaceuticals
BCRX
$1.66B
$82K ﹤0.01%
21,525
+2,210
+11% +$8.42K
HCKT icon
2596
Hackett Group
HCKT
$575M
$82K ﹤0.01%
4,873
+490
+11% +$8.25K
LTS
2597
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$82K ﹤0.01%
24,046
+4,286
+22% +$14.6K
EMCI
2598
DELISTED
EMC INS Group Inc
EMCI
$82K ﹤0.01%
2,280
+222
+11% +$7.98K
EFC
2599
Ellington Financial
EFC
$1.34B
$81K ﹤0.01%
+4,510
New +$81K
EQBK icon
2600
Equity Bancshares
EQBK
$800M
$81K ﹤0.01%
3,033
+383
+14% +$10.2K