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
+2.62%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$90.3B
AUM Growth
+$1.82B
Cap. Flow
+$555M
Cap. Flow %
0.62%
Top 10 Hldgs %
16.33%
Holding
2,833
New
35
Increased
1,396
Reduced
840
Closed
50

Sector Composition

1 Financials 15.33%
2 Technology 13.14%
3 Healthcare 12.88%
4 Communication Services 10.05%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EZPW icon
2601
Ezcorp Inc
EZPW
$1.03B
$28K ﹤0.01%
9,407
MCHX icon
2602
Marchex
MCHX
$89.7M
$28K ﹤0.01%
6,234
VTOL icon
2603
Bristow Group
VTOL
$1.08B
$28K ﹤0.01%
1,501
VIVS
2604
VivoSim Labs, Inc. Common Stock
VIVS
$6.47M
$28K ﹤0.01%
52
TLGT
2605
DELISTED
Teligent, Inc
TLGT
$28K ﹤0.01%
572
+419
+274% +$20.5K
CLMS
2606
DELISTED
Calamos Asset Management, Inc.
CLMS
$28K ﹤0.01%
3,230
NTLS
2607
DELISTED
NTELOS HLDGS CORP COM
NTLS
$28K ﹤0.01%
3,020
IIP
2608
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
$28K ﹤0.01%
10,229
JMBA
2609
DELISTED
Jamba, Inc.
JMBA
$28K ﹤0.01%
2,234
NEWS
2610
DELISTED
NewStar Financial, Inc.
NEWS
$28K ﹤0.01%
3,172
BELFB
2611
Bel Fuse Class B
BELFB
$1.8B
$27K ﹤0.01%
1,816
CVI icon
2612
CVR Energy
CVI
$3.1B
$27K ﹤0.01%
1,033
+36
+4% +$941
FC icon
2613
Franklin Covey
FC
$242M
$27K ﹤0.01%
1,533
-566
-27% -$9.97K
FSTR icon
2614
Foster
FSTR
$283M
$27K ﹤0.01%
1,552
KVHI icon
2615
KVH Industries
KVHI
$122M
$27K ﹤0.01%
2,816
LC icon
2616
LendingClub
LC
$1.89B
$27K ﹤0.01%
667
-21,287
-97% -$862K
LQDT icon
2617
Liquidity Services
LQDT
$833M
$27K ﹤0.01%
4,942
OPCH icon
2618
Option Care Health
OPCH
$4.76B
$27K ﹤0.01%
3,115
ORN icon
2619
Orion Group Holdings
ORN
$296M
$27K ﹤0.01%
5,059
ACGN
2620
DELISTED
Aceragen, Inc. Common Stock
ACGN
$27K ﹤0.01%
101
ZIXI
2621
DELISTED
Zix Corporation
ZIXI
$27K ﹤0.01%
6,917
TRK
2622
DELISTED
Speedway Motorsports, Inc.
TRK
$27K ﹤0.01%
1,420
GEOS icon
2623
Geospace Technologies
GEOS
$215M
$26K ﹤0.01%
1,956
HOV icon
2624
Hovnanian Enterprises
HOV
$903M
$26K ﹤0.01%
674
NDLS icon
2625
Noodles & Co
NDLS
$30.9M
$26K ﹤0.01%
2,114