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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WSR
2626
Whitestone REIT
WSR
$670M
$96K ﹤0.01%
7,795
+1,003
+15% +$12.4K
OME
2627
DELISTED
Omega Protein
OME
$96K ﹤0.01%
5,277
ZGNX
2628
DELISTED
Zogenix, Inc.
ZGNX
$96K ﹤0.01%
6,630
TPCO
2629
DELISTED
Tribune Publishing Company Common Stock
TPCO
$95K ﹤0.01%
7,390
-1,258
-15% -$16.2K
GNBC
2630
DELISTED
Green Bancorp, Inc
GNBC
$95K ﹤0.01%
4,928
CNXN icon
2631
PC Connection
CNXN
$1.65B
$94K ﹤0.01%
3,483
MCFT icon
2632
MasterCraft Boat Holdings
MCFT
$378M
$94K ﹤0.01%
4,799
+3,370
+236% +$66K
ATEN icon
2633
A10 Networks
ATEN
$1.29B
$93K ﹤0.01%
11,061
DX
2634
Dynex Capital
DX
$1.63B
$93K ﹤0.01%
4,372
PUMP icon
2635
ProPetro Holding
PUMP
$506M
$93K ﹤0.01%
6,684
+6,417
+2,403% +$89.3K
TBBK icon
2636
The Bancorp
TBBK
$3.53B
$93K ﹤0.01%
12,218
-1,561
-11% -$11.9K
KEYW
2637
DELISTED
The KEYW Holding Corporation
KEYW
$93K ﹤0.01%
9,971
CCNE icon
2638
CNB Financial Corp
CCNE
$768M
$92K ﹤0.01%
3,862
CMRE icon
2639
Costamare
CMRE
$1.47B
$92K ﹤0.01%
12,679
FMNB icon
2640
Farmers National Banc Corp
FMNB
$570M
$92K ﹤0.01%
6,319
NOG icon
2641
Northern Oil and Gas
NOG
$2.51B
$92K ﹤0.01%
6,588
-786
-11% -$11K
RMR icon
2642
The RMR Group
RMR
$289M
$92K ﹤0.01%
1,891
SNDA icon
2643
Sonida Senior Living
SNDA
$491M
$92K ﹤0.01%
401
-48
-11% -$11K
TFIN icon
2644
Triumph Financial, Inc.
TFIN
$1.35B
$92K ﹤0.01%
3,753
BMRC icon
2645
Bank of Marin Bancorp
BMRC
$402M
$91K ﹤0.01%
2,934
EBTC
2646
DELISTED
Enterprise Bancorp
EBTC
$91K ﹤0.01%
2,579
EWC icon
2647
iShares MSCI Canada ETF
EWC
$3.28B
$91K ﹤0.01%
3,400
-16,500
-83% -$442K
FRO icon
2648
Frontline
FRO
$5.12B
$91K ﹤0.01%
16,056
NTRA icon
2649
Natera
NTRA
$23.9B
$91K ﹤0.01%
8,460
+1,049
+14% +$11.3K
NVEC icon
2650
NVE Corp
NVEC
$327M
$91K ﹤0.01%
1,181