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
AC icon
2626
Associated Capital Group
AC
$704M
$39K ﹤0.01%
1,143
CRIS icon
2627
Curis
CRIS
$21.4M
$39K ﹤0.01%
154
DCO icon
2628
Ducommun
DCO
$1.36B
$39K ﹤0.01%
1,792
-295
-14% -$6.42K
GEF.B icon
2629
Greif Class B
GEF.B
$2.49B
$39K ﹤0.01%
642
OPCH icon
2630
Option Care Health
OPCH
$4.67B
$39K ﹤0.01%
3,464
+349
+11% +$3.93K
TBBK icon
2631
The Bancorp
TBBK
$3.53B
$39K ﹤0.01%
6,128
ADXS
2632
DELISTED
Advaxis, Inc.
ADXS
$39K ﹤0.01%
257
-33
-11% -$5.01K
PTVCB
2633
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
$39K ﹤0.01%
1,527
CSS
2634
DELISTED
CSS Industries, Inc.
CSS
$39K ﹤0.01%
1,572
UCFC
2635
DELISTED
United Community Financial Corp
UCFC
$39K ﹤0.01%
5,478
FBNK
2636
DELISTED
First Connecticut Bancorp, Inc
FBNK
$39K ﹤0.01%
2,258
-423
-16% -$7.31K
NVIV
2637
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
0
-$33K
GLBL
2638
DELISTED
TerraForm Global, Inc. Class A Common Stock
GLBL
$39K ﹤0.01%
9,878
ASCMA
2639
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
$39K ﹤0.01%
1,747
-287
-14% -$6.41K
MEET
2640
DELISTED
The Meet Group, Inc. Common Stock
MEET
$38K ﹤0.01%
6,174
AKBA icon
2641
Akebia Therapeutics
AKBA
$801M
$38K ﹤0.01%
4,322
ARDX icon
2642
Ardelyx
ARDX
$1.58B
$38K ﹤0.01%
2,986
FNLC icon
2643
First Bancorp
FNLC
$309M
$38K ﹤0.01%
1,600
LMNR icon
2644
Limoneira
LMNR
$288M
$38K ﹤0.01%
2,136
MLR icon
2645
Miller Industries
MLR
$479M
$38K ﹤0.01%
1,663
-308
-16% -$7.04K
XBIT icon
2646
XBiotech
XBIT
$90.9M
$38K ﹤0.01%
2,975
MGI
2647
DELISTED
MoneyGram International, Inc. New
MGI
$38K ﹤0.01%
5,390
PKD
2648
DELISTED
Parker Drilling Company
PKD
$38K ﹤0.01%
1,189
SNBC
2649
DELISTED
Sun Bancorp Inc
SNBC
$38K ﹤0.01%
1,681
ATLO icon
2650
AMES National
ATLO
$179M
$37K ﹤0.01%
1,344