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
FRPH icon
2601
FRP Holdings
FRPH
$483M
$81K ﹤0.01%
2,862
BSTC
2602
DELISTED
BioSpecifics Technologies Corp.
BSTC
$81K ﹤0.01%
1,349
+138
+11% +$8.29K
CSV icon
2603
Carriage Services
CSV
$670M
$80K ﹤0.01%
4,177
HRTG icon
2604
Heritage Insurance Holdings
HRTG
$763M
$80K ﹤0.01%
5,215
+1,307
+33% +$20.1K
SRNE
2605
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$80K ﹤0.01%
23,489
CAI
2606
DELISTED
CAI International, Inc.
CAI
$80K ﹤0.01%
3,223
CLNE icon
2607
Clean Energy Fuels
CLNE
$526M
$79K ﹤0.01%
29,636
CNXN icon
2608
PC Connection
CNXN
$1.6B
$79K ﹤0.01%
2,255
CYRX icon
2609
CryoPort
CYRX
$433M
$79K ﹤0.01%
4,312
RIGL icon
2610
Rigel Pharmaceuticals
RIGL
$681M
$79K ﹤0.01%
3,019
SMTA
2611
DELISTED
Spirit MTA REIT Common Shares of Beneficial Interest
SMTA
$79K ﹤0.01%
9,450
PDLI
2612
DELISTED
PDL BioPharma, Inc.
PDLI
$79K ﹤0.01%
25,136
-3,100
-11% -$9.74K
COLL icon
2613
Collegium Pharmaceutical
COLL
$1.18B
$78K ﹤0.01%
5,879
+634
+12% +$8.41K
CWH icon
2614
Camping World
CWH
$1.04B
$78K ﹤0.01%
6,275
TBHC
2615
The Brand House Collective, Inc. Common Stock
TBHC
$53.2M
$78K ﹤0.01%
34,484
YMAB icon
2616
Y-mAbs Therapeutics
YMAB
$390M
$78K ﹤0.01%
3,392
+2,318
+216% +$53.3K
BEST
2617
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$78K ﹤0.01%
710
CCXI
2618
DELISTED
ChemoCentryx, Inc.
CCXI
$78K ﹤0.01%
8,358
+3,175
+61% +$29.6K
OLBK
2619
DELISTED
Old Line Bancshares, Inc.
OLBK
$78K ﹤0.01%
2,942
CIO
2620
City Office REIT
CIO
$280M
$77K ﹤0.01%
6,396
KE icon
2621
Kimball Electronics
KE
$741M
$77K ﹤0.01%
4,746
PI icon
2622
Impinj
PI
$5.2B
$77K ﹤0.01%
2,695
TPB icon
2623
Turning Point Brands
TPB
$1.84B
$77K ﹤0.01%
1,574
HCCI
2624
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
$77K ﹤0.01%
2,944
RFP
2625
DELISTED
Resolute Forest Products Inc.
RFP
$77K ﹤0.01%
10,709