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
NKSH icon
2701
National Bankshares
NKSH
$196M
$33K ﹤0.01%
910
-158
-15% -$5.73K
WINA icon
2702
Winmark
WINA
$1.62B
$33K ﹤0.01%
316
MCBC
2703
DELISTED
Macatawa Bank Corp
MCBC
$33K ﹤0.01%
4,187
ACGN
2704
DELISTED
Aceragen, Inc. Common Stock
ACGN
$33K ﹤0.01%
13,712
GBL
2705
DELISTED
GAMCO Investors, Inc.
GBL
$33K ﹤0.01%
1,137
MYOK
2706
DELISTED
MyoKardia, Inc. Common Stock
MYOK
$33K ﹤0.01%
2,071
GCAP
2707
DELISTED
Gain Capital Holdings, Inc.
GCAP
$33K ﹤0.01%
5,403
TRK
2708
DELISTED
Speedway Motorsports, Inc.
TRK
$33K ﹤0.01%
1,890
EVDY
2709
DELISTED
Everyday Health, Inc.
EVDY
$33K ﹤0.01%
4,243
BFIN icon
2710
BankFinancial
BFIN
$154M
$32K ﹤0.01%
2,529
KODK icon
2711
Kodak
KODK
$468M
$32K ﹤0.01%
2,194
PDSB icon
2712
PDS Biotechnology
PDSB
$58.3M
$32K ﹤0.01%
3,040
TPST icon
2713
Tempest Therapeutics
TPST
$45.2M
$32K ﹤0.01%
4,524
XONE
2714
DELISTED
The ExOne Company
XONE
$32K ﹤0.01%
2,106
+659
+46% +$10K
EXA
2715
DELISTED
EXA Corporation
EXA
$32K ﹤0.01%
2,072
NUTR
2716
DELISTED
Nutraceutical International Co
NUTR
$32K ﹤0.01%
1,030
CIO
2717
City Office REIT
CIO
$280M
$31K ﹤0.01%
2,465
FRPH icon
2718
FRP Holdings
FRPH
$486M
$31K ﹤0.01%
1,010
SPWR
2719
DELISTED
SunPower Corporation Common Stock
SPWR
$31K ﹤0.01%
3,395
PRTK
2720
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$31K ﹤0.01%
2,368
CBMG
2721
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
$31K ﹤0.01%
2,192
CETV
2722
DELISTED
Central European Media Enterprises Ltd
CETV
$31K ﹤0.01%
13,480
CARB
2723
DELISTED
Carbonite Inc
CARB
$31K ﹤0.01%
2,066
BLMT
2724
DELISTED
BSB Bancorp, Inc.
BLMT
$31K ﹤0.01%
1,346
CIVI
2725
DELISTED
Civitas Solutions, Inc.
CIVI
$31K ﹤0.01%
1,703