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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CIA icon
2701
Citizens
CIA
$273M
$82K ﹤0.01%
11,209
GEF.B icon
2702
Greif Class B
GEF.B
$2.42B
$82K ﹤0.01%
1,363
+101
+8% +$6.08K
PCSB
2703
DELISTED
PCSB Financial Corporation
PCSB
$82K ﹤0.01%
+4,765
New +$82K
SMRT
2704
DELISTED
Stein Mart Inc
SMRT
$82K ﹤0.01%
48,671
-2,859
-6% -$4.82K
PETX
2705
DELISTED
Aratana Therapeutics, Inc.
PETX
$82K ﹤0.01%
11,386
+1,654
+17% +$11.9K
MRT
2706
DELISTED
MedEquities Realty Trust, Inc.
MRT
$82K ﹤0.01%
6,453
+924
+17% +$11.7K
ATLO icon
2707
AMES National
ATLO
$180M
$81K ﹤0.01%
2,660
ORC
2708
Orchid Island Capital
ORC
$1.04B
$81K ﹤0.01%
1,652
+321
+24% +$15.7K
TRC icon
2709
Tejon Ranch
TRC
$451M
$81K ﹤0.01%
4,058
BOLD
2710
DELISTED
Audentes Therapeutics, Inc
BOLD
$81K ﹤0.01%
4,232
+3,148
+290% +$60.3K
ASPS icon
2711
Altisource Portfolio Solutions
ASPS
$125M
$80K ﹤0.01%
451
CZNC icon
2712
Citizens & Northern Corp
CZNC
$308M
$80K ﹤0.01%
3,419
FRPH icon
2713
FRP Holdings
FRPH
$477M
$80K ﹤0.01%
3,432
NKSH icon
2714
National Bankshares
NKSH
$194M
$80K ﹤0.01%
1,957
OSBC icon
2715
Old Second Bancorp
OSBC
$963M
$80K ﹤0.01%
7,073
TOUR
2716
Tuniu
TOUR
$109M
$80K ﹤0.01%
10,000
HK
2717
DELISTED
Halcon Resources Corporation
HK
$80K ﹤0.01%
+17,906
New +$80K
AGEN
2718
Agenus
AGEN
$154M
$79K ﹤0.01%
1,027
BHR
2719
Braemar Hotels & Resorts
BHR
$199M
$79K ﹤0.01%
7,717
+2,131
+38% +$21.8K
CTRN icon
2720
Citi Trends
CTRN
$286M
$79K ﹤0.01%
3,652
HZN
2721
DELISTED
Horizon Global Corporation
HZN
$79K ﹤0.01%
5,516
+1,076
+24% +$15.4K
QTNA
2722
DELISTED
Quantenna Communications, Inc. Common Stock
QTNA
$79K ﹤0.01%
4,131
+2,552
+162% +$48.8K
CIVI
2723
DELISTED
Civitas Solutions, Inc.
CIVI
$79K ﹤0.01%
4,534
AMNB
2724
DELISTED
American National Bankshares Inc
AMNB
$79K ﹤0.01%
2,137
HCC icon
2725
Warrior Met Coal
HCC
$3.08B
$78K ﹤0.01%
+4,569
New +$78K