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
CHEF icon
2651
Chefs' Warehouse
CHEF
$2.61B
$37K ﹤0.01%
3,379
OSBC icon
2652
Old Second Bancorp
OSBC
$970M
$37K ﹤0.01%
4,523
PWOD
2653
DELISTED
Penns Woods Bancorp
PWOD
$37K ﹤0.01%
1,251
RDI icon
2654
Reading International Class A
RDI
$33.8M
$37K ﹤0.01%
2,776
UMH
2655
UMH Properties
UMH
$1.29B
$37K ﹤0.01%
3,137
UTMD icon
2656
Utah Medical Products
UTMD
$203M
$37K ﹤0.01%
598
SRNE
2657
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$37K ﹤0.01%
4,908
-946
-16% -$7.13K
BSTC
2658
DELISTED
BioSpecifics Technologies Corp.
BSTC
$37K ﹤0.01%
816
-1,371
-63% -$62.2K
RAS
2659
DELISTED
RAIT Financial Trust
RAS
$37K ﹤0.01%
11,301
CCS icon
2660
Century Communities
CCS
$2.07B
$36K ﹤0.01%
1,687
EBTC
2661
DELISTED
Enterprise Bancorp
EBTC
$36K ﹤0.01%
1,318
FLWS icon
2662
1-800-Flowers.com
FLWS
$324M
$36K ﹤0.01%
3,943
B
2663
Barrick Mining Corporation
B
$48.5B
$36K ﹤0.01%
2,024
LAB icon
2664
Standard BioTools
LAB
$497M
$36K ﹤0.01%
4,371
MGNI icon
2665
Magnite
MGNI
$3.54B
$36K ﹤0.01%
4,332
MITK icon
2666
Mitek Systems
MITK
$448M
$36K ﹤0.01%
4,410
TBNK
2667
DELISTED
Territorial Bancorp Inc.
TBNK
$36K ﹤0.01%
1,255
PRTY
2668
DELISTED
Party City Holdco Inc.
PRTY
$36K ﹤0.01%
2,155
CARO
2669
DELISTED
Carolina Financial Corp.
CARO
$36K ﹤0.01%
1,620
LTS
2670
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$36K ﹤0.01%
16,252
TIS
2671
DELISTED
Orchids Paper Products, Inc.
TIS
$36K ﹤0.01%
1,314
-232
-15% -$6.36K
GNBC
2672
DELISTED
Green Bancorp, Inc
GNBC
$36K ﹤0.01%
3,265
TUBE
2673
DELISTED
TubeMogul, Inc.
TUBE
$36K ﹤0.01%
3,802
AMNB
2674
DELISTED
American National Bankshares Inc
AMNB
$36K ﹤0.01%
1,288
CZNC icon
2675
Citizens & Northern Corp
CZNC
$313M
$35K ﹤0.01%
1,592
-299
-16% -$6.57K