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
+6.52%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$88.5B
AUM Growth
+$6.46B
Cap. Flow
+$2.09B
Cap. Flow %
2.36%
Top 10 Hldgs %
15.91%
Holding
2,846
New
52
Increased
1,289
Reduced
301
Closed
48

Sector Composition

1 Financials 16.44%
2 Healthcare 13.78%
3 Technology 12.76%
4 Communication Services 9.72%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BBRG
2701
DELISTED
Bravo Brio Restaurant Group Inc.
BBRG
$20K ﹤0.01%
2,240
GLF
2702
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
$20K ﹤0.01%
4,252
CLAR icon
2703
Clarus
CLAR
$141M
$19K ﹤0.01%
4,386
FCEL icon
2704
FuelCell Energy
FCEL
$92.3M
$19K ﹤0.01%
10
-10
-50% -$19K
LCUT icon
2705
Lifetime Brands
LCUT
$97.2M
$19K ﹤0.01%
1,457
MGV icon
2706
Vanguard Mega Cap Value ETF
MGV
$9.81B
$19K ﹤0.01%
+326
New +$19K
NWPX icon
2707
NWPX Infrastructure, Inc. Common Stock
NWPX
$504M
$19K ﹤0.01%
1,703
VBK icon
2708
Vanguard Small-Cap Growth ETF
VBK
$20.4B
$19K ﹤0.01%
+157
New +$19K
ALR
2709
DELISTED
AlerisLife Inc. Common Stock
ALR
$19K ﹤0.01%
584
PES
2710
DELISTED
Pioneer Energy Services Corp.
PES
$19K ﹤0.01%
8,829
ENOC
2711
DELISTED
EnerNOC, Inc.
ENOC
$19K ﹤0.01%
4,898
RDEN
2712
DELISTED
ELIZABETH ARDEN INC
RDEN
$19K ﹤0.01%
1,871
BBBY
2713
Bed Bath & Beyond, Inc.
BBBY
$567M
$18K ﹤0.01%
1,802
EPM icon
2714
Evolution Petroleum
EPM
$174M
$18K ﹤0.01%
3,633
LRMR icon
2715
Larimar Therapeutics
LRMR
$337M
$18K ﹤0.01%
242
MRIN
2716
DELISTED
Marin Software
MRIN
$18K ﹤0.01%
122
AXAS
2717
DELISTED
Abraxas Petroleum Corporation
AXAS
$18K ﹤0.01%
766
MHGC
2718
DELISTED
Morgans Hotel Group Co.
MHGC
$18K ﹤0.01%
5,482
BWX icon
2719
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
$17K ﹤0.01%
+662
New +$17K
UTI icon
2720
Universal Technical Institute
UTI
$1.47B
$17K ﹤0.01%
3,882
ZVO
2721
DELISTED
Zovio Inc. Common Stock
ZVO
$17K ﹤0.01%
2,239
CTRL
2722
DELISTED
Control4 Corporation
CTRL
$17K ﹤0.01%
2,266
SNC
2723
DELISTED
State National Companies, Inc.
SNC
$17K ﹤0.01%
1,707
BSET icon
2724
Bassett Furniture
BSET
$146M
$16K ﹤0.01%
651
MGNI icon
2725
Magnite
MGNI
$3.54B
$16K ﹤0.01%
960