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
HLNE icon
2801
Hamilton Lane
HLNE
$6.56B
$68K ﹤0.01%
3,095
+1,995
+181% +$43.8K
HONE icon
2802
HarborOne Bancorp
HONE
$551M
$68K ﹤0.01%
6,024
-1,029
-15% -$11.6K
IDT icon
2803
IDT Corp
IDT
$1.62B
$68K ﹤0.01%
5,609
PACB icon
2804
Pacific Biosciences
PACB
$369M
$68K ﹤0.01%
18,805
PFSI icon
2805
PennyMac Financial
PFSI
$6.22B
$68K ﹤0.01%
4,098
VHC icon
2806
VirnetX
VHC
$74.6M
$68K ﹤0.01%
751
WNEB icon
2807
Western New England Bancorp
WNEB
$249M
$68K ﹤0.01%
6,769
+2,438
+56% +$24.5K
ONIT
2808
Onity Group Inc.
ONIT
$352M
$68K ﹤0.01%
1,671
SMMF
2809
DELISTED
Summit Financial Group, Inc.
SMMF
$68K ﹤0.01%
3,109
+1,656
+114% +$36.2K
CSS
2810
DELISTED
CSS Industries, Inc.
CSS
$68K ﹤0.01%
2,576
AGRO icon
2811
Adecoagro
AGRO
$816M
$67K ﹤0.01%
6,672
AQMS icon
2812
Aqua Metals
AQMS
$5.22M
$67K ﹤0.01%
27
+5
+23% +$12.4K
CCBG icon
2813
Capital City Bank Group
CCBG
$737M
$67K ﹤0.01%
3,315
FBK icon
2814
FB Financial Corp
FBK
$2.86B
$67K ﹤0.01%
1,869
+698
+60% +$25K
RPT
2815
Rithm Property Trust Inc.
RPT
$123M
$67K ﹤0.01%
4,966
BLCM
2816
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$67K ﹤0.01%
573
+98
+21% +$11.5K
WINS
2817
DELISTED
Wins Finance Holdings Inc. Ordinary Shares (Cayman Islands)
WINS
$67K ﹤0.01%
324
RDI icon
2818
Reading International Class A
RDI
$35M
$66K ﹤0.01%
4,119
VIVS
2819
VivoSim Labs, Inc. Common Stock
VIVS
$8.37M
$66K ﹤0.01%
104
ENOC
2820
DELISTED
EnerNOC, Inc.
ENOC
$66K ﹤0.01%
8,543
REV
2821
DELISTED
Revlon, Inc.
REV
$66K ﹤0.01%
2,787
SFST icon
2822
Southern First Bancshares
SFST
$362M
$65K ﹤0.01%
1,761
+851
+94% +$31.4K
CVLY
2823
DELISTED
Codorus Valley Bancorp Inc
CVLY
$65K ﹤0.01%
2,681
+1,041
+63% +$25.2K
VIA
2824
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$65K ﹤0.01%
687
+107
+18% +$10.1K
GLUU
2825
DELISTED
Glu Mobile Inc.
GLUU
$65K ﹤0.01%
25,937