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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CALX icon
2751
Calix
CALX
$4.13B
$52K ﹤0.01%
6,468
CLNE icon
2752
Clean Energy Fuels
CLNE
$555M
$52K ﹤0.01%
19,962
CDMO
2753
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$52K ﹤0.01%
7,562
PCSB
2754
DELISTED
PCSB Financial Corporation
PCSB
$52K ﹤0.01%
2,537
JCAP
2755
DELISTED
Jernigan Capital, Inc.
JCAP
$52K ﹤0.01%
2,685
+437
+19% +$8.46K
AXAS
2756
DELISTED
Abraxas Petroleum Corporation
AXAS
$52K ﹤0.01%
1,116
BILI icon
2757
Bilibili
BILI
$10.1B
$51K ﹤0.01%
+3,798
New +$51K
EBTC
2758
DELISTED
Enterprise Bancorp
EBTC
$51K ﹤0.01%
1,489
GEF.B icon
2759
Greif Class B
GEF.B
$2.48B
$51K ﹤0.01%
891
HBCP icon
2760
Home Bancorp
HBCP
$441M
$51K ﹤0.01%
1,173
KREF
2761
KKR Real Estate Finance Trust
KREF
$638M
$51K ﹤0.01%
2,507
SMHI icon
2762
SEACOR Marine Holdings
SMHI
$173M
$51K ﹤0.01%
2,274
HABT
2763
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
$51K ﹤0.01%
3,185
BHR
2764
Braemar Hotels & Resorts
BHR
$205M
$50K ﹤0.01%
4,287
CIVB icon
2765
Civista Bancshares
CIVB
$407M
$50K ﹤0.01%
2,081
+640
+44% +$15.4K
FRST icon
2766
Primis Financial Corp
FRST
$270M
$50K ﹤0.01%
3,065
GERN icon
2767
Geron
GERN
$842M
$50K ﹤0.01%
28,933
+5,135
+22% +$8.87K
LIND icon
2768
Lindblad Expeditions
LIND
$752M
$50K ﹤0.01%
3,365
RBB icon
2769
RBB Bancorp
RBB
$338M
$50K ﹤0.01%
2,044
SVRA icon
2770
Savara
SVRA
$620M
$50K ﹤0.01%
4,440
+714
+19% +$8.04K
TKC icon
2771
Turkcell
TKC
$4.82B
$50K ﹤0.01%
10,317
CATC
2772
DELISTED
CAMBRIDGE BANCORP
CATC
$50K ﹤0.01%
552
TGH
2773
DELISTED
Textainer Group Holdings limited
TGH
$50K ﹤0.01%
3,893
XELA
2774
DELISTED
Exela Technologies, Inc. Common Stock
XELA
$50K ﹤0.01%
1
KDMN
2775
DELISTED
Kadmon Holdings, Inc.
KDMN
$50K ﹤0.01%
14,956
+4,613
+45% +$15.4K