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
+12.71%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$322B
AUM Growth
+$35.2B
Cap. Flow
+$2.36B
Cap. Flow %
0.73%
Top 10 Hldgs %
26.34%
Holding
3,426
New
15
Increased
1,304
Reduced
1,475
Closed
47

Sector Composition

1 Technology 29.63%
2 Healthcare 12.35%
3 Financials 12.25%
4 Consumer Discretionary 9.98%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
OLPX icon
2626
Olaplex Holdings
OLPX
$941M
$298K ﹤0.01%
117,207
MCBS icon
2627
MetroCity Bankshares
MCBS
$742M
$298K ﹤0.01%
12,394
LIND icon
2628
Lindblad Expeditions
LIND
$717M
$298K ﹤0.01%
26,408
TRTX
2629
TPG RE Finance Trust
TRTX
$744M
$297K ﹤0.01%
45,757
MPB icon
2630
Mid Penn Bancorp
MPB
$691M
$297K ﹤0.01%
12,214
+1,014
+9% +$24.6K
SKE
2631
Skeena Resources
SKE
$2.05B
$296K ﹤0.01%
60,427
+3,300
+6% +$16.1K
IVR icon
2632
Invesco Mortgage Capital
IVR
$515M
$296K ﹤0.01%
33,356
-79,636
-70% -$706K
REPL icon
2633
Replimune Group
REPL
$468M
$293K ﹤0.01%
34,742
+647
+2% +$5.45K
NGMS
2634
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
$291K ﹤0.01%
10,180
+600
+6% +$17.2K
BMEA icon
2635
Biomea Fusion
BMEA
$109M
$289K ﹤0.01%
19,902
APGE icon
2636
Apogee Therapeutics
APGE
$2.23B
$289K ﹤0.01%
10,337
+7,157
+225% +$200K
SHCR
2637
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
$288K ﹤0.01%
266,675
DSGR icon
2638
Distribution Solutions Group
DSGR
$1.43B
$286K ﹤0.01%
9,050
+75
+0.8% +$2.37K
SENEA icon
2639
Seneca Foods Class A
SENEA
$756M
$284K ﹤0.01%
5,422
+1,896
+54% +$99.4K
LLYVA icon
2640
Liberty Live Group Series A
LLYVA
$8.99B
$283K ﹤0.01%
7,747
+3,679
+90% +$134K
BOOM icon
2641
DMC Global
BOOM
$141M
$281K ﹤0.01%
14,930
TGB
2642
Taseko Mines
TGB
$1.08B
$279K ﹤0.01%
197,732
+12,200
+7% +$17.2K
QVCGA
2643
QVC Group, Inc. Series A Common Stock
QVCGA
$83.7M
$279K ﹤0.01%
6,363
-6,331
-50% -$277K
CHRS icon
2644
Coherus Oncology, Inc. Common Stock
CHRS
$152M
$279K ﹤0.01%
83,637
SGU icon
2645
Star Group
SGU
$389M
$276K ﹤0.01%
23,970
WTI icon
2646
W&T Offshore
WTI
$261M
$272K ﹤0.01%
83,506
-1,153
-1% -$3.76K
ELVN icon
2647
Enliven Therapeutics
ELVN
$1.14B
$272K ﹤0.01%
19,665
WEAV icon
2648
Weave Communications
WEAV
$584M
$272K ﹤0.01%
23,671
-252
-1% -$2.89K
DOMO icon
2649
Domo
DOMO
$643M
$270K ﹤0.01%
26,266
NNOX icon
2650
Nano X Imaging
NNOX
$242M
$269K ﹤0.01%
42,197
+2,100
+5% +$13.4K