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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GRPN icon
2751
Groupon
GRPN
$923M
$41.8K ﹤0.01%
2,225
-20,181
-90% -$379K
MTSR
2752
Metsera, Inc. Common Stock
MTSR
$3.75B
$41.7K ﹤0.01%
+1,533
New +$41.7K
MLYS icon
2753
Mineralys Therapeutics
MLYS
$2.88B
$41K ﹤0.01%
2,582
FDMT icon
2754
4D Molecular Therapeutics
FDMT
$318M
$40.7K ﹤0.01%
12,614
-21,666
-63% -$69.9K
ODC icon
2755
Oil-Dri
ODC
$959M
$40.6K ﹤0.01%
884
RGP icon
2756
Resources Connection
RGP
$172M
$40.2K ﹤0.01%
6,148
NLOP
2757
Net Lease Office Properties
NLOP
$431M
$40.2K ﹤0.01%
1,280
FISI icon
2758
Financial Institutions
FISI
$545M
$39.7K ﹤0.01%
1,592
+155
+11% +$3.87K
LGTY
2759
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
$39.6K ﹤0.01%
2,776
SHBI icon
2760
Shore Bancshares
SHBI
$569M
$39.3K ﹤0.01%
2,900
PKST
2761
Peakstone Realty Trust
PKST
$519M
$39.3K ﹤0.01%
3,116
-35,187
-92% -$443K
EHAB icon
2762
Enhabit
EHAB
$399M
$39.2K ﹤0.01%
4,460
YMAB icon
2763
Y-mAbs Therapeutics
YMAB
$390M
$38K ﹤0.01%
8,575
-26,367
-75% -$117K
ASX icon
2764
ASE Group
ASX
$24B
$37.9K ﹤0.01%
4,323
OUST icon
2765
Ouster
OUST
$1.67B
$37.7K ﹤0.01%
4,194
AROW icon
2766
Arrow Financial
AROW
$478M
$37.4K ﹤0.01%
1,423
PFIS icon
2767
Peoples Financial Services
PFIS
$525M
$37.4K ﹤0.01%
841
ALRS icon
2768
Alerus Financial
ALRS
$577M
$37.4K ﹤0.01%
2,025
EBTC
2769
DELISTED
Enterprise Bancorp
EBTC
$36.5K ﹤0.01%
937
NAGE
2770
Niagen Bioscience, Inc. Common Stock
NAGE
$766M
$36.1K ﹤0.01%
5,227
MPB icon
2771
Mid Penn Bancorp
MPB
$691M
$35.9K ﹤0.01%
1,384
BAND icon
2772
Bandwidth Inc
BAND
$495M
$35.6K ﹤0.01%
2,720
LINC icon
2773
Lincoln Educational Services
LINC
$622M
$35.6K ﹤0.01%
2,241
-242
-10% -$3.84K
AKBA icon
2774
Akebia Therapeutics
AKBA
$782M
$35.5K ﹤0.01%
18,481
+352
+2% +$676
CCSI icon
2775
Consensus Cloud Solutions
CCSI
$524M
$35.3K ﹤0.01%
1,531