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
ITIC icon
2751
Investors Title Co
ITIC
$484M
$50K ﹤0.01%
251
-78
-24% -$15.5K
KREF
2752
KKR Real Estate Finance Trust
KREF
$647M
$50K ﹤0.01%
2,491
-202
-8% -$4.06K
NGS icon
2753
Natural Gas Services Group
NGS
$334M
$50K ﹤0.01%
2,098
-1,165
-36% -$27.8K
RC
2754
Ready Capital
RC
$698M
$50K ﹤0.01%
3,322
-1,172
-26% -$17.6K
SNDA icon
2755
Sonida Senior Living
SNDA
$487M
$50K ﹤0.01%
310
-121
-28% -$19.5K
WINA icon
2756
Winmark
WINA
$1.82B
$50K ﹤0.01%
382
-194
-34% -$25.4K
SEI
2757
Solaris Energy Infrastructure, Inc.
SEI
$1.4B
$50K ﹤0.01%
3,030
SNNA
2758
DELISTED
Sienna Biopharmaceuticals, Inc.
SNNA
$50K ﹤0.01%
2,652
+1,552
+141% +$29.3K
ASPS icon
2759
Altisource Portfolio Solutions
ASPS
$127M
$49K ﹤0.01%
229
-111
-33% -$23.8K
HBCP icon
2760
Home Bancorp
HBCP
$436M
$49K ﹤0.01%
1,144
-326
-22% -$14K
JOUT icon
2761
Johnson Outdoors
JOUT
$424M
$49K ﹤0.01%
794
-376
-32% -$23.2K
SFST icon
2762
Southern First Bancshares
SFST
$364M
$49K ﹤0.01%
1,092
-502
-31% -$22.5K
SRGA
2763
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$49K ﹤0.01%
353
-145
-29% -$20.1K
CHT icon
2764
Chunghwa Telecom
CHT
$34.9B
$48K ﹤0.01%
1,240
CNXN icon
2765
PC Connection
CNXN
$1.62B
$48K ﹤0.01%
1,928
-815
-30% -$20.3K
DJCO icon
2766
Daily Journal
DJCO
$632M
$48K ﹤0.01%
209
-54
-21% -$12.4K
GBLI icon
2767
Global Indemnity Group
GBLI
$417M
$48K ﹤0.01%
1,389
-687
-33% -$23.7K
OPY icon
2768
Oppenheimer Holdings
OPY
$798M
$48K ﹤0.01%
1,860
-755
-29% -$19.5K
CMRX
2769
DELISTED
Chimerix, Inc.
CMRX
$48K ﹤0.01%
9,249
-4,605
-33% -$23.9K
SREV
2770
DELISTED
ServiceSource International, Inc.
SREV
$48K ﹤0.01%
12,549
-7,118
-36% -$27.2K
VWTR
2771
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$48K ﹤0.01%
4,216
-1,764
-29% -$20.1K
ZOES
2772
DELISTED
Zoe's Kitchen, Inc.
ZOES
$48K ﹤0.01%
3,337
-1,987
-37% -$28.6K
RSO
2773
DELISTED
Resource Capital Corp.
RSO
$48K ﹤0.01%
5,001
-2,889
-37% -$27.7K
ATEX icon
2774
Anterix
ATEX
$407M
$47K ﹤0.01%
1,583
-647
-29% -$19.2K
BLBD icon
2775
Blue Bird Corp
BLBD
$1.85B
$47K ﹤0.01%
1,988
+856
+76% +$20.2K