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
MBUU icon
2601
Malibu Boats
MBUU
$648M
$42K ﹤0.01%
2,854
TRVN
2602
DELISTED
Trevena, Inc.
TRVN
$42K ﹤0.01%
10
TREC
2603
DELISTED
Trecora Resources
TREC
$42K ﹤0.01%
3,652
TLGT
2604
DELISTED
Teligent, Inc
TLGT
$42K ﹤0.01%
572
MB
2605
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
$42K ﹤0.01%
2,157
GBNK
2606
DELISTED
Guaranty Bancorp
GBNK
$42K ﹤0.01%
2,351
PHIIK
2607
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
$42K ﹤0.01%
2,312
FMNB icon
2608
Farmers National Banc Corp
FMNB
$567M
$41K ﹤0.01%
3,898
HLI icon
2609
Houlihan Lokey
HLI
$13.9B
$41K ﹤0.01%
1,673
WW
2610
DELISTED
WW International
WW
$41K ﹤0.01%
3,969
NSTG
2611
DELISTED
NanoString Technologies, Inc.
NSTG
$41K ﹤0.01%
2,126
ACBI
2612
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
$41K ﹤0.01%
2,708
AT
2613
DELISTED
Atlantic Power Corporation
AT
$41K ﹤0.01%
16,584
INWK
2614
DELISTED
InnerWorkings, Inc.
INWK
$41K ﹤0.01%
4,357
-582
-12% -$5.48K
SPA
2615
DELISTED
Sparton
SPA
$41K ﹤0.01%
1,591
-270
-15% -$6.96K
NERV icon
2616
Minerva Neurosciences
NERV
$16.4M
$40K ﹤0.01%
366
NIC icon
2617
Nicolet Bankshares
NIC
$2.02B
$40K ﹤0.01%
1,055
NTRA icon
2618
Natera
NTRA
$23.1B
$40K ﹤0.01%
3,790
-4,492
-54% -$47.4K
SITE icon
2619
SiteOne Landscape Supply
SITE
$6.82B
$40K ﹤0.01%
1,136
+403
+55% +$14.2K
UCTT icon
2620
Ultra Clean Holdings
UCTT
$1.11B
$40K ﹤0.01%
5,706
RPT
2621
Rithm Property Trust Inc.
RPT
$121M
$40K ﹤0.01%
3,034
IMGN
2622
DELISTED
Immunogen Inc
IMGN
$40K ﹤0.01%
14,858
-6,866
-32% -$18.5K
FNHC
2623
DELISTED
FedNat Holding Company Common Stock
FNHC
$40K ﹤0.01%
2,182
ALTA
2624
DELISTED
Altabancorp Common Stock
ALTA
$40K ﹤0.01%
2,039
APIC
2625
DELISTED
Apigee Corporation Common Stock
APIC
$40K ﹤0.01%
2,304