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
-0.59%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$131B
AUM Growth
-$7.14B
Cap. Flow
-$4.79B
Cap. Flow %
-3.66%
Top 10 Hldgs %
15.56%
Holding
3,334
New
51
Increased
1,273
Reduced
1,618
Closed
54

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SGRY icon
2701
Surgery Partners
SGRY
$2.83B
$56K ﹤0.01%
3,253
-2,153
-40% -$37.1K
WNEB icon
2702
Western New England Bancorp
WNEB
$251M
$56K ﹤0.01%
5,238
-2,890
-36% -$30.9K
DSKE
2703
DELISTED
Daseke, Inc. Common Stock
DSKE
$56K ﹤0.01%
5,727
+1,727
+43% +$16.9K
AAIC
2704
DELISTED
Arlington Asset Investment Corp.
AAIC
$56K ﹤0.01%
5,039
-1,861
-27% -$20.7K
CYOU
2705
DELISTED
Changyou.com Limited American Depositary Share
CYOU
$56K ﹤0.01%
2,000
DERM
2706
DELISTED
Dermira, Inc.
DERM
$56K ﹤0.01%
7,100
-2,488
-26% -$19.6K
MRT
2707
DELISTED
MedEquities Realty Trust, Inc.
MRT
$56K ﹤0.01%
5,348
-2,325
-30% -$24.3K
PRMW
2708
DELISTED
Primo Water Corporation
PRMW
$56K ﹤0.01%
4,792
-2,410
-33% -$28.2K
GIC icon
2709
Global Industrial
GIC
$1.47B
$55K ﹤0.01%
1,913
LMNR icon
2710
Limoneira
LMNR
$280M
$55K ﹤0.01%
2,298
-1,059
-32% -$25.3K
NTRA icon
2711
Natera
NTRA
$23.9B
$55K ﹤0.01%
5,950
-2,285
-28% -$21.1K
VNET
2712
VNET Group
VNET
$2.45B
$55K ﹤0.01%
7,900
VYGR icon
2713
Voyager Therapeutics
VYGR
$243M
$55K ﹤0.01%
2,935
-1,425
-33% -$26.7K
WATT icon
2714
Energous
WATT
$11.1M
$55K ﹤0.01%
6
-1
-14% -$9.17K
ARTNA icon
2715
Artesian Resources
ARTNA
$343M
$54K ﹤0.01%
1,476
-542
-27% -$19.8K
CALX icon
2716
Calix
CALX
$4.13B
$54K ﹤0.01%
7,907
-3,825
-33% -$26.1K
SID icon
2717
Companhia Siderúrgica Nacional
SID
$1.99B
$54K ﹤0.01%
20,612
STRL icon
2718
Sterling Infrastructure
STRL
$9.62B
$54K ﹤0.01%
4,697
JNCE
2719
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$54K ﹤0.01%
2,404
-950
-28% -$21.3K
GPX
2720
DELISTED
GP Strategies Corp.
GPX
$54K ﹤0.01%
2,371
-1,029
-30% -$23.4K
FFKT
2721
DELISTED
Farmers Capital Bank Corp
FFKT
$54K ﹤0.01%
1,361
-514
-27% -$20.4K
EVC icon
2722
Entravision Communication
EVC
$216M
$53K ﹤0.01%
11,362
-4,484
-28% -$20.9K
FNLC icon
2723
First Bancorp
FNLC
$306M
$53K ﹤0.01%
1,879
-771
-29% -$21.7K
PBPB icon
2724
Potbelly
PBPB
$515M
$53K ﹤0.01%
4,375
-1,693
-28% -$20.5K
VPG icon
2725
Vishay Precision Group
VPG
$423M
$53K ﹤0.01%
1,711
-657
-28% -$20.4K