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
-14.36%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$283B
AUM Growth
-$46.2B
Cap. Flow
+$7.52B
Cap. Flow %
2.66%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,979
Reduced
1,148
Closed
276

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Tesla
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MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BROS icon
2676
Dutch Bros
BROS
$8.2B
$174K ﹤0.01%
+5,472
New +$174K
MSBI icon
2677
Midland States Bancorp
MSBI
$385M
$172K ﹤0.01%
7,161
+672
+10% +$16.1K
LOVE icon
2678
LoveSac
LOVE
$258M
$171K ﹤0.01%
6,211
+3
+0% +$83
MAPS icon
2679
WM Technology
MAPS
$131M
$171K ﹤0.01%
52,026
+10,474
+25% +$34.4K
AVDX icon
2680
AvidXchange
AVDX
$2.06B
$170K ﹤0.01%
27,752
+25,150
+967% +$154K
MNTS icon
2681
Momentus
MNTS
$14.5M
$170K ﹤0.01%
112
-8
-7% -$12.1K
PDS
2682
Precision Drilling
PDS
$765M
$170K ﹤0.01%
2,655
+1,805
+212% +$116K
TRTX
2683
TPG RE Finance Trust
TRTX
$742M
$170K ﹤0.01%
18,822
+2,671
+17% +$24.1K
ECOM
2684
DELISTED
CHANNELADVISOR CORPORATION
ECOM
$170K ﹤0.01%
11,622
-683
-6% -$9.99K
ACB
2685
Aurora Cannabis
ACB
$277M
$169K ﹤0.01%
12,855
+516
+4% +$6.78K
ANAB icon
2686
AnaptysBio
ANAB
$655M
$169K ﹤0.01%
8,334
-329
-4% -$6.67K
AVPT icon
2687
AvePoint
AVPT
$3.31B
$169K ﹤0.01%
39,013
+18,263
+88% +$79.1K
BFC icon
2688
Bank First Corp
BFC
$1.26B
$169K ﹤0.01%
2,224
+16
+0.7% +$1.22K
CCO icon
2689
Clear Channel Outdoor Holdings
CCO
$651M
$169K ﹤0.01%
158,126
-17,341
-10% -$18.5K
PRCH icon
2690
Porch Group
PRCH
$1.82B
$169K ﹤0.01%
66,037
+25,456
+63% +$65.1K
CLAR icon
2691
Clarus
CLAR
$147M
$168K ﹤0.01%
8,889
+252
+3% +$4.76K
FLIC
2692
DELISTED
First of Long Island Corp
FLIC
$168K ﹤0.01%
9,615
+79
+0.8% +$1.38K
SLDP icon
2693
Solid Power
SLDP
$689M
$168K ﹤0.01%
+31,233
New +$168K
PGC icon
2694
Peapack-Gladstone Financial
PGC
$517M
$167K ﹤0.01%
5,630
-331
-6% -$9.82K
SOVO
2695
DELISTED
Sovos Brands, Inc. Common Stock
SOVO
$167K ﹤0.01%
10,467
+4,170
+66% +$66.5K
FMX icon
2696
Fomento Económico Mexicano
FMX
$32B
$166K ﹤0.01%
2,458
MOD icon
2697
Modine Manufacturing
MOD
$7.86B
$166K ﹤0.01%
15,800
-1,321
-8% -$13.9K
AVYA
2698
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
$166K ﹤0.01%
74,304
-2,521
-3% -$5.63K
HLLY icon
2699
Holley
HLLY
$370M
$165K ﹤0.01%
15,726
+5,445
+53% +$57.1K
OSBC icon
2700
Old Second Bancorp
OSBC
$961M
$165K ﹤0.01%
12,298
+10,047
+446% +$135K