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
+4.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.13B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
463
Increased
2,302
Reduced
421
Closed
50

Top Sells

1
LNKD
LinkedIn Corporation
LNKD
+$87.2M
2
CVX icon
Chevron
CVX
+$60.4M
3
AA icon
Alcoa
AA
+$55.1M
4
YUM icon
Yum! Brands
YUM
+$47.4M
5
T icon
AT&T
T
+$43.1M

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.3%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ENT
2701
DELISTED
Global Eagle Entertainment Inc.
ENT
$78K ﹤0.01%
479
+203
+74% +$33.1K
BLMT
2702
DELISTED
BSB Bancorp, Inc.
BLMT
$78K ﹤0.01%
2,697
+1,351
+100% +$39.1K
CBR
2703
DELISTED
CIBER Inc.
CBR
$78K ﹤0.01%
112,762
+64,062
+132% +$44.3K
SHYF
2704
DELISTED
The Shyft Group
SHYF
$77K ﹤0.01%
8,205
+2,297
+39% +$21.6K
SFS
2705
DELISTED
Smart & Final Stores, Inc.
SFS
$77K ﹤0.01%
5,387
+3,157
+142% +$45.1K
BHR
2706
Braemar Hotels & Resorts
BHR
$196M
$76K ﹤0.01%
5,694
+2,146
+60% +$28.6K
KODK icon
2707
Kodak
KODK
$464M
$76K ﹤0.01%
4,833
+2,639
+120% +$41.5K
SIOX
2708
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
$76K ﹤0.01%
+769
New +$76K
CHUBK
2709
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
$76K ﹤0.01%
5,005
-92,698
-95% -$1.41M
EXAC
2710
DELISTED
Exactech Inc
EXAC
$76K ﹤0.01%
2,777
+1,103
+66% +$30.2K
JIVE
2711
DELISTED
Jive Software, Inc.
JIVE
$76K ﹤0.01%
17,490
+9,178
+110% +$39.9K
ACRS icon
2712
Aclaris Therapeutics
ACRS
$222M
$75K ﹤0.01%
2,753
+1,115
+68% +$30.4K
BF.A icon
2713
Brown-Forman Class A
BF.A
$13.2B
$75K ﹤0.01%
2,010
+827
+70% +$30.9K
BFIN icon
2714
BankFinancial
BFIN
$154M
$75K ﹤0.01%
5,100
+2,571
+102% +$37.8K
BHB icon
2715
Bar Harbor Bankshares
BHB
$533M
$75K ﹤0.01%
2,345
+942
+67% +$30.1K
BSBR icon
2716
Santander
BSBR
$40.1B
$75K ﹤0.01%
8,757
-10,544
-55% -$90.3K
COLL icon
2717
Collegium Pharmaceutical
COLL
$1.19B
$75K ﹤0.01%
4,744
+2,328
+96% +$36.8K
COOP icon
2718
Mr. Cooper
COOP
$13.9B
$75K ﹤0.01%
4,732
+3,183
+205% +$50.4K
CTRN icon
2719
Citi Trends
CTRN
$290M
$75K ﹤0.01%
3,976
+1,467
+58% +$27.7K
DLTH icon
2720
Duluth Holdings
DLTH
$133M
$75K ﹤0.01%
2,947
+1,302
+79% +$33.1K
ELF icon
2721
e.l.f. Beauty
ELF
$7.57B
$75K ﹤0.01%
+2,581
New +$75K
PWOD
2722
DELISTED
Penns Woods Bancorp
PWOD
$75K ﹤0.01%
2,219
+968
+77% +$32.7K
UCTT icon
2723
Ultra Clean Holdings
UCTT
$1.12B
$75K ﹤0.01%
7,741
+2,035
+36% +$19.7K
AMNB
2724
DELISTED
American National Bankshares Inc
AMNB
$75K ﹤0.01%
2,140
+852
+66% +$29.9K
CIO
2725
City Office REIT
CIO
$280M
$74K ﹤0.01%
5,690
+3,225
+131% +$41.9K