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
-3.17%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.5B
Cap. Flow %
4.72%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Sector Composition

1 Technology 25.92%
2 Financials 13.2%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HIMS icon
2751
Hims & Hers Health
HIMS
$11.7B
$156K ﹤0.01%
29,254
MOFG icon
2752
MidWestOne Financial Group
MOFG
$609M
$156K ﹤0.01%
4,723
RAPT icon
2753
RAPT Therapeutics
RAPT
$234M
$156K ﹤0.01%
886
-3
-0.3% -$528
HCCI
2754
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
$156K ﹤0.01%
5,279
ALTO icon
2755
Alto Ingredients
ALTO
$89M
$154K ﹤0.01%
22,582
EVER icon
2756
EverQuote
EVER
$849M
$154K ﹤0.01%
9,519
+65
+0.7% +$1.05K
MOD icon
2757
Modine Manufacturing
MOD
$7.71B
$154K ﹤0.01%
17,121
RYTM icon
2758
Rhythm Pharmaceuticals
RYTM
$6.5B
$153K ﹤0.01%
13,263
AERI
2759
DELISTED
Aerie Pharmaceuticals, Inc.
AERI
$153K ﹤0.01%
16,794
+149
+0.9% +$1.36K
LIND icon
2760
Lindblad Expeditions
LIND
$717M
$152K ﹤0.01%
10,091
-9
-0.1% -$136
SRRK icon
2761
Scholar Rock
SRRK
$3B
$152K ﹤0.01%
11,816
+466
+4% +$6K
DCPH
2762
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
$152K ﹤0.01%
16,395
-17,328
-51% -$161K
OLO icon
2763
Olo Inc
OLO
$1.74B
$151K ﹤0.01%
11,354
+5,350
+89% +$71.2K
TRC icon
2764
Tejon Ranch
TRC
$451M
$151K ﹤0.01%
8,274
GTHX
2765
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
$150K ﹤0.01%
19,837
+110
+0.6% +$832
BHB icon
2766
Bar Harbor Bankshares
BHB
$531M
$149K ﹤0.01%
5,205
FNKO icon
2767
Funko
FNKO
$184M
$149K ﹤0.01%
8,639
+2
+0% +$34
TMCI icon
2768
Treace Medical Concepts
TMCI
$442M
$149K ﹤0.01%
7,869
+1,688
+27% +$32K
PTVE
2769
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
$149K ﹤0.01%
14,744
BOC icon
2770
Boston Omaha
BOC
$421M
$147K ﹤0.01%
5,772
KRO icon
2771
KRONOS Worldwide
KRO
$721M
$147K ﹤0.01%
9,502
PMVP icon
2772
PMV Pharmaceuticals
PMVP
$65.2M
$147K ﹤0.01%
7,067
-9
-0.1% -$187
PRTY
2773
DELISTED
Party City Holdco Inc.
PRTY
$147K ﹤0.01%
41,172
+185
+0.5% +$661
GIC icon
2774
Global Industrial
GIC
$1.44B
$146K ﹤0.01%
4,520
-792
-15% -$25.6K
ADV icon
2775
Advantage Solutions
ADV
$600M
$144K ﹤0.01%
22,507