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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TECX
2651
Tectonic Therapeutic, Inc. Common Stock
TECX
$337M
$57K ﹤0.01%
364
-106
-23% -$16.6K
ARCE
2652
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$57K ﹤0.01%
+1,397
New +$57K
ARCO icon
2653
Arcos Dorados Holdings
ARCO
$1.49B
$56K ﹤0.01%
13,772
-1
-0% -$4
DRRX icon
2654
DURECT Corp
DRRX
$59.3M
$56K ﹤0.01%
3,274
-829
-20% -$14.2K
FSM icon
2655
Fortuna Silver Mines
FSM
$2.59B
$56K ﹤0.01%
8,765
LFCR icon
2656
Lifecore Biomedical
LFCR
$291M
$56K ﹤0.01%
5,833
-1,124
-16% -$10.8K
SRG
2657
Seritage Growth Properties
SRG
$247M
$56K ﹤0.01%
4,190
-1,261
-23% -$16.9K
CAI
2658
DELISTED
CAI International, Inc.
CAI
$56K ﹤0.01%
2,047
-716
-26% -$19.6K
MTW icon
2659
Manitowoc
MTW
$363M
$55K ﹤0.01%
6,564
-21,137
-76% -$177K
NKTX icon
2660
Nkarta
NKTX
$147M
$55K ﹤0.01%
+1,822
New +$55K
NVEC icon
2661
NVE Corp
NVEC
$328M
$55K ﹤0.01%
1,114
-210
-16% -$10.4K
OCUL icon
2662
Ocular Therapeutix
OCUL
$2.22B
$55K ﹤0.01%
7,217
-1,237
-15% -$9.43K
SIGA icon
2663
SIGA Technologies
SIGA
$649M
$55K ﹤0.01%
8,090
-2,494
-24% -$17K
KLRS
2664
Kalaris Therapeutics, Inc. Common Stock
KLRS
$80M
$55K ﹤0.01%
+88
New +$55K
GTHX
2665
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
$55K ﹤0.01%
4,761
-1,407
-23% -$16.3K
OLP
2666
One Liberty Properties
OLP
$502M
$54K ﹤0.01%
3,309
-657
-17% -$10.7K
RBBN icon
2667
Ribbon Communications
RBBN
$698M
$54K ﹤0.01%
14,007
-2,775
-17% -$10.7K
TRTX
2668
TPG RE Finance Trust
TRTX
$741M
$54K ﹤0.01%
6,473
-2,581
-29% -$21.5K
XPEL icon
2669
XPEL
XPEL
$993M
$54K ﹤0.01%
2,058
-693
-25% -$18.2K
CFB
2670
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
$54K ﹤0.01%
6,231
-1,949
-24% -$16.9K
QTNT
2671
DELISTED
Quotient Limited Ordinary Shares
QTNT
$54K ﹤0.01%
261
-76
-23% -$15.7K
BMTC
2672
DELISTED
Bryn Mawr Bank Corp
BMTC
$54K ﹤0.01%
2,169
-829
-28% -$20.6K
CLCT
2673
DELISTED
Collectors Universe
CLCT
$54K ﹤0.01%
1,097
-380
-26% -$18.7K
DCOM icon
2674
Dime Community Bancshares
DCOM
$1.36B
$53K ﹤0.01%
2,996
-625
-17% -$11.1K
RILY icon
2675
B. Riley Financial
RILY
$190M
$53K ﹤0.01%
2,114
-928
-31% -$23.3K