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
HFFG icon
2826
HF Foods Group
HFFG
$183M
$44K ﹤0.01%
+1,252
New +$44K
LFCR icon
2827
Lifecore Biomedical
LFCR
$291M
$44K ﹤0.01%
4,636
USLM icon
2828
United States Lime & Minerals
USLM
$3.67B
$44K ﹤0.01%
2,760
RBNC
2829
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$44K ﹤0.01%
1,871
+357
+24% +$8.4K
CCO icon
2830
Clear Channel Outdoor Holdings
CCO
$661M
$43K ﹤0.01%
9,044
ITIC icon
2831
Investors Title Co
ITIC
$485M
$43K ﹤0.01%
256
+49
+24% +$8.23K
KALV icon
2832
KalVista Pharmaceuticals
KALV
$746M
$43K ﹤0.01%
+1,944
New +$43K
KOF icon
2833
Coca-Cola Femsa
KOF
$18.3B
$43K ﹤0.01%
700
PTN
2834
DELISTED
Palatin Technologies
PTN
$43K ﹤0.01%
1,487
SENS icon
2835
Senseonics Holdings
SENS
$371M
$43K ﹤0.01%
21,158
+5,005
+31% +$10.2K
SFST icon
2836
Southern First Bancshares
SFST
$371M
$43K ﹤0.01%
1,104
MCBC
2837
DELISTED
Macatawa Bank Corp
MCBC
$43K ﹤0.01%
4,184
CMLS
2838
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$43K ﹤0.01%
+2,334
New +$43K
ODT
2839
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
$43K ﹤0.01%
1,177
CNBKA
2840
DELISTED
Century Bancorp Inc/Mass
CNBKA
$43K ﹤0.01%
490
AT
2841
DELISTED
Atlantic Power Corporation
AT
$43K ﹤0.01%
17,720
ACNB icon
2842
ACNB Corp
ACNB
$473M
$42K ﹤0.01%
1,138
ALNT icon
2843
Allient
ALNT
$788M
$42K ﹤0.01%
1,673
BWB icon
2844
Bridgewater Bancshares
BWB
$455M
$42K ﹤0.01%
3,636
EVC icon
2845
Entravision Communication
EVC
$216M
$42K ﹤0.01%
13,456
GRTS
2846
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
$42K ﹤0.01%
4,156
+3,086
+288% +$31.2K
AAIC
2847
DELISTED
Arlington Asset Investment Corp.
AAIC
$42K ﹤0.01%
6,161
+1,231
+25% +$8.39K
CNCE
2848
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
$42K ﹤0.01%
3,535
BRG
2849
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
$42K ﹤0.01%
3,830
DSSI
2850
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
$42K ﹤0.01%
+3,622
New +$42K