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
+9.13%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$307B
AUM Growth
+$27.8B
Cap. Flow
+$7.47B
Cap. Flow %
2.43%
Top 10 Hldgs %
25.83%
Holding
3,624
New
248
Increased
1,958
Reduced
995
Closed
217

Top Buys

1
MSFT icon
Microsoft
MSFT
+$438M
2
TSLA icon
Tesla
TSLA
+$419M
3
AAPL icon
Apple
AAPL
+$419M
4
AMZN icon
Amazon
AMZN
+$344M
5
AVGO icon
Broadcom
AVGO
+$204M

Sector Composition

1 Technology 28.76%
2 Healthcare 13.34%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ANGI icon
2751
Angi Inc
ANGI
$797M
$183K ﹤0.01%
5,557
+2,599
+88% +$85.8K
OLP
2752
One Liberty Properties
OLP
$502M
$181K ﹤0.01%
8,912
HRT
2753
DELISTED
HireRight Holdings Corporation
HRT
$180K ﹤0.01%
15,881
+6,389
+67% +$72.3K
FSBC icon
2754
Five Star Bancorp
FSBC
$703M
$179K ﹤0.01%
8,000
+3,763
+89% +$84.2K
BV icon
2755
BrightView Holdings
BV
$1.34B
$179K ﹤0.01%
24,921
+11,209
+82% +$80.5K
GEF.B icon
2756
Greif Class B
GEF.B
$2.48B
$178K ﹤0.01%
2,303
-17
-0.7% -$1.31K
LEGH icon
2757
Legacy Housing
LEGH
$661M
$177K ﹤0.01%
7,630
+6,812
+833% +$158K
AMAL icon
2758
Amalgamated Financial
AMAL
$870M
$176K ﹤0.01%
10,965
+4,831
+79% +$77.7K
HLVX icon
2759
HilleVax
HLVX
$105M
$175K ﹤0.01%
10,161
+5,047
+99% +$86.8K
FMX icon
2760
Fomento Económico Mexicano
FMX
$31.4B
$175K ﹤0.01%
1,575
SRRK icon
2761
Scholar Rock
SRRK
$3.06B
$174K ﹤0.01%
23,070
+8,282
+56% +$62.6K
INVE icon
2762
Identive
INVE
$87.5M
$174K ﹤0.01%
20,707
+3,535
+21% +$29.7K
TRDA icon
2763
Entrada Therapeutics
TRDA
$203M
$171K ﹤0.01%
11,301
+7,727
+216% +$117K
CLAR icon
2764
Clarus
CLAR
$151M
$171K ﹤0.01%
18,689
+8,442
+82% +$77.2K
VERI icon
2765
Veritone
VERI
$195M
$171K ﹤0.01%
43,568
+39,705
+1,028% +$156K
SIGA icon
2766
SIGA Technologies
SIGA
$649M
$171K ﹤0.01%
33,790
+14,448
+75% +$73K
COOK icon
2767
Traeger
COOK
$188M
$170K ﹤0.01%
40,040
+21,024
+111% +$89.4K
ALLK
2768
DELISTED
Allakos
ALLK
$168K ﹤0.01%
38,447
+15,724
+69% +$68.6K
SPRY icon
2769
ARS Pharmaceuticals
SPRY
$1B
$167K ﹤0.01%
24,979
-39,564
-61% -$265K
CLBT icon
2770
Cellebrite
CLBT
$4.2B
$167K ﹤0.01%
23,200
+16,603
+252% +$120K
KPTI icon
2771
Karyopharm Therapeutics
KPTI
$57.6M
$167K ﹤0.01%
6,219
+2,985
+92% +$80.1K
MVST icon
2772
Microvast
MVST
$916M
$166K ﹤0.01%
103,705
+65,264
+170% +$104K
SNPO
2773
DELISTED
Snap One Holdings Corp. Common Stock
SNPO
$166K ﹤0.01%
14,209
+8,075
+132% +$94.1K
BAK icon
2774
Braskem
BAK
$1.34B
$165K ﹤0.01%
14,200
NUVB icon
2775
Nuvation Bio
NUVB
$1.15B
$165K ﹤0.01%
91,564
+45,975
+101% +$82.8K