Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+4.16%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$98.7B
AUM Growth
+$98.7B
Cap. Flow
+$925M
Cap. Flow %
0.94%
Top 10 Hldgs %
16.13%
Holding
2,939
New
33
Increased
1,622
Reduced
685
Closed
67

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DGAS
2726
DELISTED
Delta Natural Gas Co Inc
DGAS
$31K ﹤0.01%
1,262
TVIA
2727
DELISTED
TerraVia Holdings, Inc. Common Stock
TVIA
$31K ﹤0.01%
11,355
QADA
2728
DELISTED
QAD Inc.
QADA
$31K ﹤0.01%
1,406
BBBY
2729
Bed Bath & Beyond, Inc.
BBBY
$467M
$30K ﹤0.01%
1,964
ESPR icon
2730
Esperion Therapeutics
ESPR
$468M
$30K ﹤0.01%
2,187
FBIZ icon
2731
First Business Financial Services
FBIZ
$431M
$30K ﹤0.01%
1,271
PFSI icon
2732
PennyMac Financial
PFSI
$5.65B
$30K ﹤0.01%
1,792
RAIL icon
2733
FreightCar America
RAIL
$160M
$30K ﹤0.01%
2,116
VVX icon
2734
V2X
VVX
$1.79B
$30K ﹤0.01%
2,134
TVRD
2735
Tvardi Therapeutics, Inc. Common Stock
TVRD
$277M
$30K ﹤0.01%
3,710
VIA
2736
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$30K ﹤0.01%
1,010
SWIR
2737
DELISTED
Sierra Wireless
SWIR
$30K ﹤0.01%
2,100
PFNX
2738
DELISTED
Pfenex Inc.
PFNX
$30K ﹤0.01%
3,407
HCOM
2739
DELISTED
Hawaiian Telcom Holdco, Inc
HCOM
$30K ﹤0.01%
1,362
-258
-16% -$5.68K
WMAR
2740
DELISTED
West Marine Inc
WMAR
$30K ﹤0.01%
3,503
CACB
2741
DELISTED
Cascade Bancorp
CACB
$30K ﹤0.01%
4,970
NEWS
2742
DELISTED
NewStar Financial, Inc.
NEWS
$30K ﹤0.01%
3,172
HEOP
2743
DELISTED
Heritage Oaks Bancorp
HEOP
$30K ﹤0.01%
3,792
GHM icon
2744
Graham Corp
GHM
$527M
$29K ﹤0.01%
1,545
HURC icon
2745
Hurco Companies Inc
HURC
$110M
$29K ﹤0.01%
1,025
NHTC icon
2746
Natural Health Trends
NHTC
$51.2M
$29K ﹤0.01%
1,004
VHC icon
2747
VirnetX
VHC
$59.8M
$29K ﹤0.01%
9,201
VLGEA icon
2748
Village Super Market
VLGEA
$540M
$29K ﹤0.01%
918
ATHX
2749
DELISTED
Athersys, Inc. Common Stock
ATHX
$29K ﹤0.01%
13,939
EMCI
2750
DELISTED
EMC INS Group Inc
EMCI
$29K ﹤0.01%
1,054