Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+$98.7B
Cap. Flow
+$925M
Cap. Flow %
0.94%
Top 10 Hldgs %
16.13%
Holding
2,939
New
33
Increased
1,622
Reduced
685
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
GLDD icon
2676
Great Lakes Dredge & Dock
GLDD
$787M
$35K ﹤0.01%
9,807
-1,540
-14% -$5.5K
GRBK icon
2677
Green Brick Partners
GRBK
$3.02B
$35K ﹤0.01%
4,383
MCRB icon
2678
Seres Therapeutics
MCRB
$170M
$35K ﹤0.01%
2,878
MODN
2679
DELISTED
MODEL N, INC.
MODN
$35K ﹤0.01%
3,279
-974
-23% -$10.4K
NVTA
2680
DELISTED
Invitae Corporation
NVTA
$35K ﹤0.01%
4,120
ZIXI
2681
DELISTED
Zix Corporation
ZIXI
$35K ﹤0.01%
8,783
NCOM
2682
DELISTED
National Commerce Corporation
NCOM
$35K ﹤0.01%
1,331
JIVE
2683
DELISTED
Jive Software, Inc.
JIVE
$35K ﹤0.01%
8,312
PSG
2684
DELISTED
Performance Sports Group Ltd.
PSG
$35K ﹤0.01%
9,216
BHB icon
2685
Bar Harbor Bankshares
BHB
$529M
$34K ﹤0.01%
935
BSRR icon
2686
Sierra Bancorp
BSRR
$410M
$34K ﹤0.01%
1,832
CNXN icon
2687
PC Connection
CNXN
$1.62B
$34K ﹤0.01%
1,323
CTO
2688
CTO Realty Growth
CTO
$560M
$34K ﹤0.01%
668
GORO icon
2689
Gold Resource Corp
GORO
$81.6M
$34K ﹤0.01%
+4,290
New +$34K
ENZ
2690
DELISTED
Enzo Biochem, Inc.
ENZ
$34K ﹤0.01%
6,966
RFP
2691
DELISTED
Resolute Forest Products Inc.
RFP
$34K ﹤0.01%
7,277
SRGA
2692
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$34K ﹤0.01%
10,891
LOXO
2693
DELISTED
Loxo Oncology, Inc
LOXO
$34K ﹤0.01%
1,346
FFKT
2694
DELISTED
Farmers Capital Bank Corp
FFKT
$34K ﹤0.01%
1,160
AVXS
2695
DELISTED
AveXis, Inc. Common Stock
AVXS
$34K ﹤0.01%
839
-121
-13% -$4.9K
ALJ
2696
DELISTED
Alon U S A Energy Inc
ALJ
$34K ﹤0.01%
4,388
-920
-17% -$7.13K
ALT icon
2697
Altimmune
ALT
$324M
$33K ﹤0.01%
11,799
KRO icon
2698
KRONOS Worldwide
KRO
$698M
$33K ﹤0.01%
3,948
MNOV icon
2699
MediciNova
MNOV
$64.3M
$33K ﹤0.01%
4,483
-7,110
-61% -$52.3K
MOFG icon
2700
MidWestOne Financial Group
MOFG
$612M
$33K ﹤0.01%
1,111