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
VBTX icon
2651
Veritex Holdings
VBTX
$1.88B
$91K ﹤0.01%
3,415
+439
+15% +$11.7K
NETI
2652
DELISTED
Eneti Inc.
NETI
$91K ﹤0.01%
1,396
ANCX
2653
DELISTED
Access National Corporation
ANCX
$91K ﹤0.01%
3,401
+937
+38% +$25.1K
FRP
2654
DELISTED
Fairpoint Communications, Inc.
FRP
$91K ﹤0.01%
5,801
OB
2655
DELISTED
Onebeacon Insurance Group Ltd
OB
$91K ﹤0.01%
4,987
AROW icon
2656
Arrow Financial
AROW
$482M
$90K ﹤0.01%
3,456
TITN icon
2657
Titan Machinery
TITN
$466M
$90K ﹤0.01%
5,001
NVTA
2658
DELISTED
Invitae Corporation
NVTA
$90K ﹤0.01%
9,391
+1,474
+19% +$14.1K
FFKT
2659
DELISTED
Farmers Capital Bank Corp
FFKT
$90K ﹤0.01%
2,295
CIO
2660
City Office REIT
CIO
$280M
$89K ﹤0.01%
7,021
+894
+15% +$11.3K
DHT icon
2661
DHT Holdings
DHT
$1.96B
$89K ﹤0.01%
21,632
-3,051
-12% -$12.6K
ACRE
2662
Ares Commercial Real Estate
ACRE
$268M
$88K ﹤0.01%
6,622
-840
-11% -$11.2K
HOV icon
2663
Hovnanian Enterprises
HOV
$914M
$88K ﹤0.01%
1,258
MOFG icon
2664
MidWestOne Financial Group
MOFG
$610M
$88K ﹤0.01%
2,568
+337
+15% +$11.5K
NVAX icon
2665
Novavax
NVAX
$1.32B
$88K ﹤0.01%
3,813
MODN
2666
DELISTED
MODEL N, INC.
MODN
$88K ﹤0.01%
6,678
FNLC icon
2667
First Bancorp
FNLC
$304M
$87K ﹤0.01%
3,171
GGB icon
2668
Gerdau
GGB
$6.23B
$87K ﹤0.01%
36,064
RBCAA icon
2669
Republic Bancorp
RBCAA
$1.49B
$87K ﹤0.01%
2,427
RDNT icon
2670
RadNet
RDNT
$5.67B
$87K ﹤0.01%
11,212
REVG icon
2671
REV Group
REVG
$3.11B
$87K ﹤0.01%
3,152
+615
+24% +$17K
GPX
2672
DELISTED
GP Strategies Corp.
GPX
$87K ﹤0.01%
3,307
BL icon
2673
BlackLine
BL
$3.41B
$86K ﹤0.01%
2,390
CULP icon
2674
Culp
CULP
$58M
$86K ﹤0.01%
2,623
FBNK
2675
DELISTED
First Connecticut Bancorp, Inc
FBNK
$86K ﹤0.01%
3,387