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
ADMS
2601
DELISTED
Adamas Pharmaceuticals, Inc.
ADMS
$73K ﹤0.01%
3,679
GGB icon
2602
Gerdau
GGB
$6.13B
$72K ﹤0.01%
21,523
-14,541
-40% -$48.6K
INO icon
2603
Inovio Pharmaceuticals
INO
$135M
$72K ﹤0.01%
1,073
REVG icon
2604
REV Group
REVG
$3.1B
$72K ﹤0.01%
4,606
RILY icon
2605
B. Riley Financial
RILY
$188M
$72K ﹤0.01%
3,163
TOUR
2606
Tuniu
TOUR
$107M
$72K ﹤0.01%
10,000
FBMS
2607
DELISTED
The First Bancshares, Inc.
FBMS
$72K ﹤0.01%
1,853
TAST
2608
DELISTED
Carrols Restaurant Group, Inc.
TAST
$72K ﹤0.01%
4,938
SRNE
2609
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$72K ﹤0.01%
16,382
+3,414
+26% +$15K
LJPC
2610
DELISTED
La Jolla Pharmaceutical Company
LJPC
$72K ﹤0.01%
3,577
CMRE icon
2611
Costamare
CMRE
$1.48B
$71K ﹤0.01%
11,008
CNXN icon
2612
PC Connection
CNXN
$1.61B
$71K ﹤0.01%
1,824
+208
+13% +$8.1K
COLL icon
2613
Collegium Pharmaceutical
COLL
$1.2B
$71K ﹤0.01%
4,871
HSBC icon
2614
HSBC
HSBC
$238B
$71K ﹤0.01%
+1,685
New +$71K
CORR
2615
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$71K ﹤0.01%
1,888
+213
+13% +$8.01K
BBSI icon
2616
Barrett Business Services
BBSI
$1.21B
$70K ﹤0.01%
4,180
+100
+2% +$1.68K
IMKTA icon
2617
Ingles Markets
IMKTA
$1.32B
$70K ﹤0.01%
2,046
MNOV icon
2618
MediciNova
MNOV
$61.8M
$70K ﹤0.01%
5,616
-724
-11% -$9.02K
NIC icon
2619
Nicolet Bankshares
NIC
$2B
$70K ﹤0.01%
1,276
TTGT icon
2620
TechTarget
TTGT
$414M
$70K ﹤0.01%
3,599
ABTX
2621
DELISTED
Allegiance Bancshares, Inc.
ABTX
$70K ﹤0.01%
1,678
-183
-10% -$7.63K
COWN
2622
DELISTED
Cowen Inc. Class A Common Stock
COWN
$70K ﹤0.01%
4,276
AROW icon
2623
Arrow Financial
AROW
$479M
$69K ﹤0.01%
2,170
-1
-0% -$32
WSBF icon
2624
Waterstone Financial
WSBF
$274M
$69K ﹤0.01%
4,037
ONIT
2625
Onity Group Inc.
ONIT
$364M
$69K ﹤0.01%
1,167