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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VHC icon
2701
VirnetX
VHC
$76.8M
$60K ﹤0.01%
484
WTBA icon
2702
West Bancorporation
WTBA
$343M
$60K ﹤0.01%
2,812
+382
+16% +$8.15K
BDSI
2703
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$60K ﹤0.01%
+13,586
New +$60K
CDLX icon
2704
Cardlytics
CDLX
$57M
$59K ﹤0.01%
2,260
+1,359
+151% +$35.5K
KRYS icon
2705
Krystal Biotech
KRYS
$4.17B
$59K ﹤0.01%
+1,460
New +$59K
NSSC icon
2706
Napco Security Technologies
NSSC
$1.48B
$59K ﹤0.01%
3,968
OSBC icon
2707
Old Second Bancorp
OSBC
$959M
$59K ﹤0.01%
4,587
STRL icon
2708
Sterling Infrastructure
STRL
$9.54B
$59K ﹤0.01%
4,420
EGIO
2709
DELISTED
Edgio, Inc. Common Stock
EGIO
$59K ﹤0.01%
541
CATC
2710
DELISTED
CAMBRIDGE BANCORP
CATC
$59K ﹤0.01%
726
+108
+17% +$8.78K
BHR
2711
Braemar Hotels & Resorts
BHR
$201M
$58K ﹤0.01%
5,883
CLAR icon
2712
Clarus
CLAR
$148M
$58K ﹤0.01%
4,068
+577
+17% +$8.23K
VSEC icon
2713
VSE Corp
VSEC
$3.43B
$58K ﹤0.01%
2,025
TAST
2714
DELISTED
Carrols Restaurant Group, Inc.
TAST
$58K ﹤0.01%
6,502
IMGN
2715
DELISTED
Immunogen Inc
IMGN
$58K ﹤0.01%
26,572
TLRA
2716
DELISTED
Telaria, Inc.
TLRA
$58K ﹤0.01%
7,685
+1,138
+17% +$8.59K
BZH icon
2717
Beazer Homes USA
BZH
$762M
$57K ﹤0.01%
5,873
CCBG icon
2718
Capital City Bank Group
CCBG
$736M
$57K ﹤0.01%
2,299
+407
+22% +$10.1K
INO icon
2719
Inovio Pharmaceuticals
INO
$134M
$57K ﹤0.01%
1,620
+265
+20% +$9.32K
MOFG icon
2720
MidWestOne Financial Group
MOFG
$604M
$57K ﹤0.01%
2,045
+305
+18% +$8.5K
NINE icon
2721
Nine Energy Service
NINE
$30.1M
$57K ﹤0.01%
3,317
+476
+17% +$8.18K
AKCA
2722
DELISTED
Akcea Therapeutics, Inc. Common Stock
AKCA
$57K ﹤0.01%
2,429
GBLI icon
2723
Global Indemnity Group
GBLI
$425M
$56K ﹤0.01%
1,846
+485
+36% +$14.7K
TKC icon
2724
Turkcell
TKC
$4.79B
$56K ﹤0.01%
10,317
SILK
2725
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
$56K ﹤0.01%
+1,155
New +$56K