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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CNCE
2801
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
$47K ﹤0.01%
3,177
BSTC
2802
DELISTED
BioSpecifics Technologies Corp.
BSTC
$47K ﹤0.01%
807
-138
-15% -$8.04K
CETV
2803
DELISTED
Central European Media Enterprises Ltd
CETV
$47K ﹤0.01%
12,581
BRFS icon
2804
BRF SA
BRFS
$6.09B
$46K ﹤0.01%
8,368
CZNC icon
2805
Citizens & Northern Corp
CZNC
$314M
$46K ﹤0.01%
1,776
ERII icon
2806
Energy Recovery
ERII
$773M
$46K ﹤0.01%
5,161
FOR icon
2807
Forestar Group
FOR
$1.45B
$46K ﹤0.01%
2,167
GOGO icon
2808
Gogo Inc
GOGO
$1.38B
$46K ﹤0.01%
8,791
-11,365
-56% -$59.5K
HRTG icon
2809
Heritage Insurance Holdings
HRTG
$741M
$46K ﹤0.01%
3,129
HURC icon
2810
Hurco Companies Inc
HURC
$112M
$46K ﹤0.01%
1,017
IIPR icon
2811
Innovative Industrial Properties
IIPR
$1.6B
$46K ﹤0.01%
960
MLR icon
2812
Miller Industries
MLR
$471M
$46K ﹤0.01%
1,702
NKSH icon
2813
National Bankshares
NKSH
$190M
$46K ﹤0.01%
1,023
UTMD icon
2814
Utah Medical Products
UTMD
$200M
$46K ﹤0.01%
493
PRTK
2815
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$46K ﹤0.01%
4,703
ECOM
2816
DELISTED
CHANNELADVISOR CORPORATION
ECOM
$46K ﹤0.01%
3,691
AVLR
2817
DELISTED
Avalara, Inc.
AVLR
$46K ﹤0.01%
+1,329
New +$46K
TREC
2818
DELISTED
Trecora Resources
TREC
$46K ﹤0.01%
3,260
RNET
2819
DELISTED
RigNet, Inc.
RNET
$46K ﹤0.01%
2,279
+415
+22% +$8.38K
NVTR
2820
DELISTED
Nuvectra Corporation Common Stock
NVTR
$46K ﹤0.01%
2,074
FBR
2821
DELISTED
Fibria Celulose Sa
FBR
$46K ﹤0.01%
2,471
-979
-28% -$18.2K
BFST icon
2822
Business First Bancshares
BFST
$735M
$45K ﹤0.01%
1,714
+297
+21% +$7.8K
CHT icon
2823
Chunghwa Telecom
CHT
$34.9B
$45K ﹤0.01%
1,240
FBRX icon
2824
Forte Biosciences
FBRX
$130M
$45K ﹤0.01%
8
+2
+33% +$11.3K
FLWS icon
2825
1-800-Flowers.com
FLWS
$335M
$45K ﹤0.01%
3,832