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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PCSB
2776
DELISTED
PCSB Financial Corporation
PCSB
$51K ﹤0.01%
2,537
CTO
2777
CTO Realty Growth
CTO
$546M
$50K ﹤0.01%
3,098
+935
+43% +$15.1K
FMAO icon
2778
Farmers & Merchants Bancorp
FMAO
$364M
$50K ﹤0.01%
1,700
+304
+22% +$8.94K
SMHI icon
2779
SEACOR Marine Holdings
SMHI
$173M
$50K ﹤0.01%
3,344
+576
+21% +$8.61K
UFPT icon
2780
UFP Technologies
UFPT
$1.55B
$50K ﹤0.01%
1,204
+193
+19% +$8.02K
VLGEA icon
2781
Village Super Market
VLGEA
$580M
$50K ﹤0.01%
1,884
KIN
2782
DELISTED
Kindred Biosciences, Inc.
KIN
$50K ﹤0.01%
6,030
CRAI icon
2783
CRA International
CRAI
$1.31B
$49K ﹤0.01%
1,278
FNLC icon
2784
First Bancorp
FNLC
$306M
$49K ﹤0.01%
1,836
+319
+21% +$8.51K
LMNR icon
2785
Limoneira
LMNR
$280M
$49K ﹤0.01%
2,452
TECX
2786
Tectonic Therapeutic, Inc. Common Stock
TECX
$337M
$49K ﹤0.01%
266
+88
+49% +$16.2K
SMMF
2787
DELISTED
Summit Financial Group, Inc.
SMMF
$49K ﹤0.01%
1,819
DJCO icon
2788
Daily Journal
DJCO
$618M
$48K ﹤0.01%
200
DNTH icon
2789
Dianthus Therapeutics
DNTH
$1.22B
$48K ﹤0.01%
203
+51
+34% +$12.1K
GERN icon
2790
Geron
GERN
$842M
$48K ﹤0.01%
34,128
KRNT icon
2791
Kornit Digital
KRNT
$667M
$48K ﹤0.01%
1,512
-784
-34% -$24.9K
QUAD icon
2792
Quad
QUAD
$336M
$48K ﹤0.01%
6,082
-1,910
-24% -$15.1K
SIGA icon
2793
SIGA Technologies
SIGA
$649M
$48K ﹤0.01%
8,464
XERS icon
2794
Xeris Biopharma Holdings
XERS
$1.24B
$48K ﹤0.01%
4,461
+974
+28% +$10.5K
FPRX
2795
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$48K ﹤0.01%
7,998
-17,750
-69% -$107K
DFRG
2796
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
$48K ﹤0.01%
5,975
CALX icon
2797
Calix
CALX
$4.13B
$47K ﹤0.01%
7,145
DVAX icon
2798
Dynavax Technologies
DVAX
$1.14B
$47K ﹤0.01%
11,814
FRST icon
2799
Primis Financial Corp
FRST
$270M
$47K ﹤0.01%
3,065
HIFS icon
2800
Hingham Institution for Saving
HIFS
$619M
$47K ﹤0.01%
238
+42
+21% +$8.29K