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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PHAT icon
2701
Phathom Pharmaceuticals
PHAT
$856M
$49K ﹤0.01%
1,323
-489
-27% -$18.1K
SNDX icon
2702
Syndax Pharmaceuticals
SNDX
$1.41B
$49K ﹤0.01%
3,322
-1,124
-25% -$16.6K
TBBK icon
2703
The Bancorp
TBBK
$3.53B
$49K ﹤0.01%
5,686
-2,067
-27% -$17.8K
TKC icon
2704
Turkcell
TKC
$4.82B
$49K ﹤0.01%
10,317
FRG
2705
DELISTED
Franchise Group, Inc.
FRG
$49K ﹤0.01%
1,951
-565
-22% -$14.2K
CPLG
2706
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
$49K ﹤0.01%
9,009
-8,884
-50% -$48.3K
ALTA
2707
DELISTED
Altabancorp Common Stock
ALTA
$49K ﹤0.01%
2,441
-666
-21% -$13.4K
TAST
2708
DELISTED
Carrols Restaurant Group, Inc.
TAST
$48K ﹤0.01%
7,455
-1,347
-15% -$8.67K
VRAY
2709
DELISTED
ViewRay, Inc.
VRAY
$48K ﹤0.01%
13,778
-4,875
-26% -$17K
JCAP
2710
DELISTED
Jernigan Capital, Inc.
JCAP
$48K ﹤0.01%
2,790
-841
-23% -$14.5K
BLFS icon
2711
BioLife Solutions
BLFS
$1.28B
$47K ﹤0.01%
1,634
+524
+47% +$15.1K
KC
2712
Kingsoft Cloud Holdings
KC
$4.58B
$47K ﹤0.01%
+1,598
New +$47K
SILV
2713
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
$47K ﹤0.01%
5,582
+2,688
+93% +$22.6K
EVFM
2714
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
$47K ﹤0.01%
1,323
+41
+3% +$1.46K
APLT icon
2715
Applied Therapeutics
APLT
$63.6M
$46K ﹤0.01%
2,196
-570
-21% -$11.9K
ECVT icon
2716
Ecovyst
ECVT
$1.06B
$46K ﹤0.01%
4,464
-1,571
-26% -$16.2K
FC icon
2717
Franklin Covey
FC
$246M
$46K ﹤0.01%
2,570
-469
-15% -$8.4K
GIC icon
2718
Global Industrial
GIC
$1.47B
$46K ﹤0.01%
1,899
-537
-22% -$13K
HY icon
2719
Hyster-Yale Materials Handling
HY
$655M
$46K ﹤0.01%
1,248
-2,367
-65% -$87.2K
IIIV icon
2720
i3 Verticals
IIIV
$744M
$46K ﹤0.01%
1,819
-637
-26% -$16.1K
TPB icon
2721
Turning Point Brands
TPB
$1.81B
$46K ﹤0.01%
1,660
+6
+0.4% +$166
VERX icon
2722
Vertex
VERX
$3.88B
$46K ﹤0.01%
+2,000
New +$46K
WVE icon
2723
Wave Life Sciences
WVE
$1.14B
$46K ﹤0.01%
5,392
-615
-10% -$5.25K
MORF
2724
DELISTED
Morphic Holding, Inc. Common Stock
MORF
$46K ﹤0.01%
1,680
-579
-26% -$15.9K
NPTN
2725
DELISTED
NEOPHOTONICS CORP
NPTN
$46K ﹤0.01%
7,480
-1,899
-20% -$11.7K