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
+4.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.13B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
463
Increased
2,302
Reduced
421
Closed
50

Top Sells

1
LNKD
LinkedIn Corporation
LNKD
+$87.2M
2
CVX icon
Chevron
CVX
+$60.4M
3
AA icon
Alcoa
AA
+$55.1M
4
YUM icon
Yum! Brands
YUM
+$47.4M
5
T icon
AT&T
T
+$43.1M

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.3%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WK icon
2651
Workiva
WK
$4.24B
$87K ﹤0.01%
6,402
+3,101
+94% +$42.1K
MB
2652
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
$87K ﹤0.01%
4,052
+1,895
+88% +$40.7K
HDP
2653
DELISTED
Hortonworks, Inc.
HDP
$87K ﹤0.01%
10,575
+4,512
+74% +$37.1K
ATRA icon
2654
Atara Biotherapeutics
ATRA
$82.7M
$86K ﹤0.01%
242
+99
+69% +$35.2K
CCS icon
2655
Century Communities
CCS
$1.99B
$86K ﹤0.01%
4,045
+2,358
+140% +$50.1K
NKSH icon
2656
National Bankshares
NKSH
$194M
$86K ﹤0.01%
1,942
+1,032
+113% +$45.7K
NVEC icon
2657
NVE Corp
NVEC
$317M
$86K ﹤0.01%
1,204
+417
+53% +$29.8K
SGRY icon
2658
Surgery Partners
SGRY
$2.75B
$86K ﹤0.01%
5,406
+2,579
+91% +$41K
SPNS icon
2659
Sapiens International
SPNS
$2.4B
$86K ﹤0.01%
+6,017
New +$86K
BSTC
2660
DELISTED
BioSpecifics Technologies Corp.
BSTC
$86K ﹤0.01%
1,558
+742
+91% +$41K
GNBC
2661
DELISTED
Green Bancorp, Inc
GNBC
$86K ﹤0.01%
5,619
+2,354
+72% +$36K
CRMT icon
2662
America's Car Mart
CRMT
$285M
$85K ﹤0.01%
1,928
+583
+43% +$25.7K
TURN
2663
180 Degree Capital
TURN
$46M
$85K ﹤0.01%
20,370
VVX icon
2664
V2X
VVX
$1.73B
$85K ﹤0.01%
3,576
+1,442
+68% +$34.3K
RAS
2665
DELISTED
RAIT Financial Trust
RAS
$85K ﹤0.01%
25,230
+13,929
+123% +$46.9K
OB
2666
DELISTED
Onebeacon Insurance Group Ltd
OB
$85K ﹤0.01%
5,269
+1,651
+46% +$26.6K
LMNR icon
2667
Limoneira
LMNR
$269M
$84K ﹤0.01%
3,994
+1,858
+87% +$39.1K
OLP
2668
One Liberty Properties
OLP
$492M
$84K ﹤0.01%
3,362
+1,346
+67% +$33.6K
CFMS
2669
DELISTED
Conformis, Inc. Common Stock
CFMS
$84K ﹤0.01%
407
+199
+96% +$41.1K
MPSX
2670
DELISTED
Multi Packaging Solutions Intl.
MPSX
$84K ﹤0.01%
+5,902
New +$84K
CACB
2671
DELISTED
Cascade Bancorp
CACB
$84K ﹤0.01%
10,377
+5,407
+109% +$43.8K
AGEN
2672
Agenus
AGEN
$154M
$83K ﹤0.01%
1,027
+522
+103% +$42.2K
CRAI icon
2673
CRA International
CRAI
$1.27B
$83K ﹤0.01%
2,250
+576
+34% +$21.2K
OSBC icon
2674
Old Second Bancorp
OSBC
$963M
$83K ﹤0.01%
7,489
+2,966
+66% +$32.9K
VRNS icon
2675
Varonis Systems
VRNS
$6.31B
$83K ﹤0.01%
9,336
+4,524
+94% +$40.2K