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
+4.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.13B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
463
Increased
2,302
Reduced
421
Closed
50

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.33%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RMR icon
2801
The RMR Group
RMR
$284M
$64K ﹤0.01%
1,629
+931
+133% +$36.6K
VLGEA icon
2802
Village Super Market
VLGEA
$549M
$64K ﹤0.01%
2,041
+1,123
+122% +$35.2K
EXA
2803
DELISTED
EXA Corporation
EXA
$64K ﹤0.01%
4,173
+2,101
+101% +$32.2K
INSW icon
2804
International Seaways
INSW
$2.31B
$63K ﹤0.01%
+4,515
New +$63K
TVRD
2805
Tvardi Therapeutics, Inc. Common Stock
TVRD
$292M
$63K ﹤0.01%
187
+84
+82% +$28.3K
ADXS
2806
DELISTED
Advaxis, Inc.
ADXS
$63K ﹤0.01%
590
+333
+130% +$35.6K
ANCX
2807
DELISTED
Access National Corporation
ANCX
$63K ﹤0.01%
2,257
+1,236
+121% +$34.5K
RSO
2808
DELISTED
Resource Capital Corp.
RSO
$63K ﹤0.01%
7,520
+2,200
+41% +$18.4K
ATEX icon
2809
Anterix
ATEX
$412M
$62K ﹤0.01%
2,691
+843
+46% +$19.4K
CCBG icon
2810
Capital City Bank Group
CCBG
$742M
$62K ﹤0.01%
3,038
+1,659
+120% +$33.9K
FLXS icon
2811
Flexsteel Industries
FLXS
$256M
$62K ﹤0.01%
+1,001
New +$62K
GRBK icon
2812
Green Brick Partners
GRBK
$3.2B
$62K ﹤0.01%
6,197
+1,814
+41% +$18.1K
LE icon
2813
Lands' End
LE
$439M
$62K ﹤0.01%
4,053
+1,156
+40% +$17.7K
GBT
2814
DELISTED
Global Blood Therapeutics, Inc.
GBT
$62K ﹤0.01%
4,376
+2,252
+106% +$31.9K
MEET
2815
DELISTED
The Meet Group, Inc. Common Stock
MEET
$62K ﹤0.01%
12,533
+6,359
+103% +$31.5K
AOI
2816
DELISTED
Alliance One International, Inc.
AOI
$62K ﹤0.01%
3,237
-73
-2% -$1.4K
BTCM
2817
BIT Mining
BTCM
$46.6M
$61K ﹤0.01%
+400
New +$61K
KVHI icon
2818
KVH Industries
KVHI
$116M
$61K ﹤0.01%
5,029
+2,213
+79% +$26.8K
NRIM icon
2819
Northrim BanCorp
NRIM
$502M
$61K ﹤0.01%
1,873
+1,030
+122% +$33.5K
TDOC icon
2820
Teladoc Health
TDOC
$1.38B
$61K ﹤0.01%
3,691
+3,246
+729% +$53.6K
SRGA
2821
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$61K ﹤0.01%
624
+261
+72% +$25.5K
PTVCB
2822
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
$61K ﹤0.01%
2,402
+875
+57% +$22.2K
MRT
2823
DELISTED
MedEquities Realty Trust, Inc.
MRT
$61K ﹤0.01%
+5,505
New +$61K
CLFD icon
2824
Clearfield
CLFD
$455M
$60K ﹤0.01%
2,873
+1,753
+157% +$36.6K
FBIZ icon
2825
First Business Financial Services
FBIZ
$433M
$60K ﹤0.01%
2,545
+1,274
+100% +$30K