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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HBCP icon
2776
Home Bancorp
HBCP
$437M
$72K ﹤0.01%
1,675
+745
+80% +$32K
AUD
2777
DELISTED
Audacy, Inc.
AUD
$72K ﹤0.01%
6,871
BLMT
2778
DELISTED
BSB Bancorp, Inc.
BLMT
$72K ﹤0.01%
2,473
CHFN
2779
DELISTED
Charter Financial Corp
CHFN
$72K ﹤0.01%
4,014
RSO
2780
DELISTED
Resource Capital Corp.
RSO
$72K ﹤0.01%
7,059
STS
2781
DELISTED
Supreme Industries Inc Class A
STS
$72K ﹤0.01%
4,373
CHEF icon
2782
Chefs' Warehouse
CHEF
$2.63B
$71K ﹤0.01%
5,480
MITK icon
2783
Mitek Systems
MITK
$454M
$71K ﹤0.01%
8,360
NSTG
2784
DELISTED
NanoString Technologies, Inc.
NSTG
$71K ﹤0.01%
4,305
CALX icon
2785
Calix
CALX
$4.11B
$70K ﹤0.01%
10,303
HURC icon
2786
Hurco Companies Inc
HURC
$114M
$70K ﹤0.01%
2,024
RDWR icon
2787
Radware
RDWR
$1.1B
$70K ﹤0.01%
4,020
+3,520
+704% +$61.3K
VDTH
2788
DELISTED
Videocon d2h Limited
VDTH
$70K ﹤0.01%
7,200
BFIN icon
2789
BankFinancial
BFIN
$154M
$69K ﹤0.01%
4,579
BBBY
2790
Bed Bath & Beyond, Inc.
BBBY
$592M
$69K ﹤0.01%
5,152
+832
+19% +$11.1K
COLL icon
2791
Collegium Pharmaceutical
COLL
$1.19B
$69K ﹤0.01%
5,605
+950
+20% +$11.7K
COOP icon
2792
Mr. Cooper
COOP
$14B
$69K ﹤0.01%
4,647
GRBK icon
2793
Green Brick Partners
GRBK
$3.17B
$69K ﹤0.01%
6,135
LEN.B icon
2794
Lennar Class B
LEN.B
$33.8B
$69K ﹤0.01%
1,649
+193
+13% +$8.08K
OKTA icon
2795
Okta
OKTA
$15.9B
$69K ﹤0.01%
+2,983
New +$69K
SHYF
2796
DELISTED
The Shyft Group
SHYF
$69K ﹤0.01%
7,835
SSL icon
2797
Sasol
SSL
$4.54B
$69K ﹤0.01%
2,484
BRG
2798
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
$69K ﹤0.01%
5,357
NEWS
2799
DELISTED
NewStar Financial, Inc.
NEWS
$69K ﹤0.01%
6,622
+1,072
+19% +$11.2K
BHVN
2800
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$69K ﹤0.01%
+2,768
New +$69K