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
PRTY
2626
DELISTED
Party City Holdco Inc.
PRTY
$77K ﹤0.01%
10,442
ELP icon
2627
Copel
ELP
$6.92B
$76K ﹤0.01%
15,003
TACO
2628
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
$76K ﹤0.01%
5,896
CARE icon
2629
Carter Bankshares
CARE
$450M
$75K ﹤0.01%
+3,807
New +$75K
QURE icon
2630
uniQure
QURE
$904M
$75K ﹤0.01%
965
REVG icon
2631
REV Group
REVG
$3.02B
$75K ﹤0.01%
5,198
SHYF
2632
DELISTED
The Shyft Group
SHYF
$75K ﹤0.01%
6,845
VVX icon
2633
V2X
VVX
$1.7B
$75K ﹤0.01%
1,851
LYFT icon
2634
Lyft
LYFT
$7.73B
$74K ﹤0.01%
1,119
+907
+428% +$60K
MCFT icon
2635
MasterCraft Boat Holdings
MCFT
$362M
$74K ﹤0.01%
3,750
+401
+12% +$7.91K
NNBR icon
2636
NN Inc
NNBR
$117M
$74K ﹤0.01%
8,208
+905
+12% +$8.16K
RILY icon
2637
B. Riley Financial
RILY
$190M
$74K ﹤0.01%
3,562
+399
+13% +$8.29K
ZLAB icon
2638
Zai Lab
ZLAB
$3.65B
$74K ﹤0.01%
2,132
PRNB
2639
DELISTED
Principia Biopharma Inc. Common Stock
PRNB
$74K ﹤0.01%
2,233
+1,351
+153% +$44.8K
BBBY
2640
Bed Bath & Beyond, Inc.
BBBY
$596M
$73K ﹤0.01%
6,438
+1,083
+20% +$12.3K
CBIO
2641
Crescent Biopharma, Inc. Common Stock
CBIO
$174M
$73K ﹤0.01%
61
FLXN
2642
DELISTED
Flexion Therapeutics, Inc.
FLXN
$73K ﹤0.01%
5,915
JCAP
2643
DELISTED
Jernigan Capital, Inc.
JCAP
$73K ﹤0.01%
3,543
+631
+22% +$13K
ASAP
2644
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$72K ﹤0.01%
+566
New +$72K
GWPH
2645
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
$72K ﹤0.01%
420
+271
+182% +$46.5K
ACR
2646
ACRES Commercial Realty
ACR
$154M
$71K ﹤0.01%
2,071
ARAY icon
2647
Accuray
ARAY
$177M
$71K ﹤0.01%
18,408
+2,111
+13% +$8.14K
HONE icon
2648
HarborOne Bancorp
HONE
$563M
$71K ﹤0.01%
6,832
KPTI icon
2649
Karyopharm Therapeutics
KPTI
$55.9M
$71K ﹤0.01%
790
+116
+17% +$10.4K
KRO icon
2650
KRONOS Worldwide
KRO
$694M
$71K ﹤0.01%
4,660