Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+4.16%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$98.7B
AUM Growth
+$98.7B
Cap. Flow
+$925M
Cap. Flow %
0.94%
Top 10 Hldgs %
16.13%
Holding
2,939
New
33
Increased
1,622
Reduced
685
Closed
67

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HIFS icon
2776
Hingham Institution for Saving
HIFS
$620M
$25K ﹤0.01%
181
KVHI icon
2777
KVH Industries
KVHI
$110M
$25K ﹤0.01%
2,816
CAI
2778
DELISTED
CAI International, Inc.
CAI
$25K ﹤0.01%
3,222
ARA
2779
DELISTED
American Renal Associates Holdings, Inc
ARA
$25K ﹤0.01%
1,386
EPE
2780
DELISTED
EP Energy Corporation
EPE
$25K ﹤0.01%
5,830
DJCO icon
2781
Daily Journal
DJCO
$644M
$24K ﹤0.01%
111
UTI icon
2782
Universal Technical Institute
UTI
$1.45B
$24K ﹤0.01%
+13,400
New +$24K
GNMX
2783
DELISTED
Aevi Genomic Medicine, Inc.
GNMX
$24K ﹤0.01%
4,560
ANCX
2784
DELISTED
Access National Corporation
ANCX
$24K ﹤0.01%
1,021
XCO
2785
DELISTED
Exco Resources
XCO
$24K ﹤0.01%
23,023
JMBA
2786
DELISTED
Jamba, Inc.
JMBA
$24K ﹤0.01%
2,234
EPM icon
2787
Evolution Petroleum
EPM
$177M
$23K ﹤0.01%
3,633
IMUX icon
2788
Immunic
IMUX
$80.9M
$23K ﹤0.01%
3,792
STRT icon
2789
STRATTEC Security
STRT
$274M
$23K ﹤0.01%
642
VBR icon
2790
Vanguard Small-Cap Value ETF
VBR
$31.4B
$23K ﹤0.01%
207
AQMS icon
2791
Aqua Metals
AQMS
$5.37M
$22K ﹤0.01%
2,477
MGK icon
2792
Vanguard Mega Cap Growth ETF
MGK
$28.9B
$22K ﹤0.01%
247
OPY icon
2793
Oppenheimer Holdings
OPY
$763M
$22K ﹤0.01%
1,524
-413
-21% -$5.96K
RGLS
2794
DELISTED
Regulus Therapeutics
RGLS
$22K ﹤0.01%
6,785
VOE icon
2795
Vanguard Mid-Cap Value ETF
VOE
$18.8B
$22K ﹤0.01%
240
VOT icon
2796
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$22K ﹤0.01%
207
AGTC
2797
DELISTED
Applied Genetic Technologies Corporation
AGTC
$22K ﹤0.01%
2,282
COB
2798
DELISTED
CommunityOne Bancorp
COB
$22K ﹤0.01%
1,571
CLFD icon
2799
Clearfield
CLFD
$450M
$21K ﹤0.01%
1,120
DWSN icon
2800
Dawson Geophysical
DWSN
$50.6M
$21K ﹤0.01%
2,723