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
+9.03%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.5B
Cap. Flow %
3.18%
Top 10 Hldgs %
21%
Holding
3,799
New
279
Increased
1,358
Reduced
1,588
Closed
324

Sector Composition

1 Technology 24.32%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FLYW icon
2826
Flywire
FLYW
$1.62B
$74K ﹤0.01%
+2,000
New +$74K
ORIC icon
2827
Oric Pharmaceuticals
ORIC
$1.02B
$74K ﹤0.01%
4,157
-345
-8% -$6.14K
SCZ icon
2828
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$74K ﹤0.01%
1,000
-780
-44% -$57.7K
VITL icon
2829
Vital Farms
VITL
$2.1B
$74K ﹤0.01%
3,668
+401
+12% +$8.09K
GDYN icon
2830
Grid Dynamics Holdings
GDYN
$635M
$73K ﹤0.01%
4,835
+1,851
+62% +$27.9K
AVO icon
2831
Mission Produce
AVO
$829M
$72K ﹤0.01%
3,492
+2,956
+551% +$60.9K
ESTA icon
2832
Establishment Labs
ESTA
$1.1B
$72K ﹤0.01%
+824
New +$72K
HIMX
2833
Himax Technologies
HIMX
$1.47B
$72K ﹤0.01%
4,325
NSSC icon
2834
Napco Security Technologies
NSSC
$1.43B
$72K ﹤0.01%
3,948
-386
-9% -$7.04K
VERU icon
2835
Veru
VERU
$56.6M
$72K ﹤0.01%
896
+286
+47% +$23K
GATO
2836
DELISTED
Gatos Silver, Inc.
GATO
$72K ﹤0.01%
4,097
+1,909
+87% +$33.5K
VIEW
2837
DELISTED
View, Inc. Class A Common Stock
VIEW
$72K ﹤0.01%
143
-1,115
-89% -$561K
NPTN
2838
DELISTED
NEOPHOTONICS CORP
NPTN
$72K ﹤0.01%
7,093
-1,224
-15% -$12.4K
DYN icon
2839
Dyne Therapeutics
DYN
$1.89B
$71K ﹤0.01%
3,401
+1,685
+98% +$35.2K
PGC icon
2840
Peapack-Gladstone Financial
PGC
$509M
$71K ﹤0.01%
2,298
+455
+25% +$14.1K
NGMS
2841
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
$71K ﹤0.01%
1,169
+664
+131% +$40.3K
DIDI
2842
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
$71K ﹤0.01%
+5,000
New +$71K
GNK icon
2843
Genco Shipping & Trading
GNK
$772M
$70K ﹤0.01%
3,730
+2,221
+147% +$41.7K
IESC icon
2844
IES Holdings
IESC
$7.57B
$70K ﹤0.01%
1,350
-58
-4% -$3.01K
KRO icon
2845
KRONOS Worldwide
KRO
$721M
$70K ﹤0.01%
4,845
-174
-3% -$2.51K
OGN icon
2846
Organon & Co
OGN
$2.67B
$70K ﹤0.01%
+2,312
New +$70K
VKTX icon
2847
Viking Therapeutics
VKTX
$2.91B
$70K ﹤0.01%
11,706
+528
+5% +$3.16K
TCS
2848
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$70K ﹤0.01%
357
+182
+104% +$35.7K
MRNS
2849
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
$70K ﹤0.01%
3,904
+755
+24% +$13.5K
ANNX icon
2850
Annexon
ANNX
$252M
$69K ﹤0.01%
3,062
-270
-8% -$6.08K