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
MNRL
2726
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
$56K ﹤0.01%
+2,628
New +$56K
NBEV
2727
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
$56K ﹤0.01%
+12,080
New +$56K
FBM
2728
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
$56K ﹤0.01%
3,313
+945
+40% +$16K
CIVB icon
2729
Civista Bancshares
CIVB
$407M
$55K ﹤0.01%
2,450
PFIS icon
2730
Peoples Financial Services
PFIS
$524M
$55K ﹤0.01%
1,233
+190
+18% +$8.48K
QD
2731
Qudian
QD
$680M
$55K ﹤0.01%
7,332
SGU icon
2732
Star Group
SGU
$389M
$55K ﹤0.01%
+5,469
New +$55K
ONIT
2733
Onity Group Inc.
ONIT
$352M
$55K ﹤0.01%
1,774
+342
+24% +$10.6K
OXFD
2734
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
$55K ﹤0.01%
4,023
ONDK
2735
DELISTED
On Deck Capital, Inc.
ONDK
$55K ﹤0.01%
13,218
+2,571
+24% +$10.7K
OMN
2736
DELISTED
OMNOVA Solutions Inc.
OMN
$55K ﹤0.01%
8,760
PCMI
2737
DELISTED
PCM, Inc
PCMI
$55K ﹤0.01%
+1,576
New +$55K
AMRC icon
2738
Ameresco
AMRC
$1.48B
$54K ﹤0.01%
3,668
+579
+19% +$8.52K
BFST icon
2739
Business First Bancshares
BFST
$729M
$54K ﹤0.01%
2,129
+415
+24% +$10.5K
BYND icon
2740
Beyond Meat
BYND
$199M
$54K ﹤0.01%
+333
New +$54K
FC icon
2741
Franklin Covey
FC
$234M
$54K ﹤0.01%
1,597
GLRE icon
2742
Greenlight Captial
GLRE
$424M
$54K ﹤0.01%
6,391
+955
+18% +$8.07K
GMRE
2743
Global Medical REIT
GMRE
$511M
$54K ﹤0.01%
5,183
+1,368
+36% +$14.3K
NAT icon
2744
Nordic American Tanker
NAT
$692M
$54K ﹤0.01%
23,133
OPCH icon
2745
Option Care Health
OPCH
$4.66B
$54K ﹤0.01%
5,177
QTRX icon
2746
Quanterix
QTRX
$223M
$54K ﹤0.01%
1,589
+292
+23% +$9.92K
SIBN icon
2747
SI-BONE Inc
SIBN
$676M
$54K ﹤0.01%
2,675
+1,382
+107% +$27.9K
SLP icon
2748
Simulations Plus
SLP
$280M
$54K ﹤0.01%
1,888
UTMD icon
2749
Utah Medical Products
UTMD
$195M
$54K ﹤0.01%
569
CDMO
2750
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$54K ﹤0.01%
9,629
+2,067
+27% +$11.6K