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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SPNE
2601
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
$107K ﹤0.01%
3,128
+819
+35% +$28K
FMTX
2602
DELISTED
Forma Therapeutics Holdings, Inc. Common Stock
FMTX
$107K ﹤0.01%
3,828
+1,238
+48% +$34.6K
WIFI
2603
DELISTED
Boingo Wireless, Inc.
WIFI
$106K ﹤0.01%
7,514
+682
+10% +$9.62K
ACEL icon
2604
Accel Entertainment
ACEL
$935M
$105K ﹤0.01%
9,680
+2,103
+28% +$22.8K
ECVT icon
2605
Ecovyst
ECVT
$1.05B
$105K ﹤0.01%
6,294
+2,080
+49% +$34.7K
ASTH icon
2606
Astrana Health
ASTH
$1.34B
$105K ﹤0.01%
3,870
+940
+32% +$25.5K
BMRC icon
2607
Bank of Marin Bancorp
BMRC
$399M
$104K ﹤0.01%
2,659
NRC icon
2608
National Research Corp
NRC
$366M
$104K ﹤0.01%
2,450
+471
+24% +$20K
REPL icon
2609
Replimune Group
REPL
$468M
$104K ﹤0.01%
3,414
-122
-3% -$3.72K
ACRE
2610
Ares Commercial Real Estate
ACRE
$267M
$103K ﹤0.01%
7,518
FRG
2611
DELISTED
Franchise Group, Inc.
FRG
$103K ﹤0.01%
2,851
+900
+46% +$32.5K
CLVS
2612
DELISTED
Clovis Oncology, Inc.
CLVS
$103K ﹤0.01%
14,721
+214
+1% +$1.5K
FLIC
2613
DELISTED
First of Long Island Corp
FLIC
$102K ﹤0.01%
4,800
-194
-4% -$4.12K
NIC icon
2614
Nicolet Bankshares
NIC
$2B
$101K ﹤0.01%
1,204
+56
+5% +$4.7K
OTRK
2615
DELISTED
Ontrak
OTRK
$101K ﹤0.01%
35
WOW icon
2616
WideOpenWest
WOW
$440M
$101K ﹤0.01%
7,419
+1,927
+35% +$26.2K
GERN icon
2617
Geron
GERN
$823M
$100K ﹤0.01%
62,531
+4,115
+7% +$6.58K
FBMS
2618
DELISTED
The First Bancshares, Inc.
FBMS
$100K ﹤0.01%
2,731
+272
+11% +$9.96K
ALBO
2619
DELISTED
Albireo Pharma, Inc. Common Stock
ALBO
$100K ﹤0.01%
2,832
+149
+6% +$5.26K
NPTN
2620
DELISTED
NEOPHOTONICS CORP
NPTN
$100K ﹤0.01%
8,317
+948
+13% +$11.4K
FPRX
2621
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$100K ﹤0.01%
2,646
-2,846
-52% -$108K
ANAB icon
2622
AnaptysBio
ANAB
$637M
$99K ﹤0.01%
4,628
-155
-3% -$3.32K
AFMD
2623
DELISTED
Affimed
AFMD
$98K ﹤0.01%
1,231
-3,107
-72% -$247K
CVE.WS icon
2624
Cenovus Energy Inc. Warrants (each warrant entitles the holder to purchase one common share at an exercise price of C$6.54 per share)
CVE.WS
$41.5M
$98K ﹤0.01%
+24,552
New +$98K
MNKD icon
2625
MannKind Corp
MNKD
$1.71B
$98K ﹤0.01%
25,050
-1,094
-4% -$4.28K