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
+3.99%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$378B
AUM Growth
-$2.18B
Cap. Flow
-$8.25B
Cap. Flow %
-2.18%
Top 10 Hldgs %
33.03%
Holding
3,439
New
34
Increased
1,418
Reduced
1,301
Closed
49

Sector Composition

1 Technology 33.87%
2 Financials 13.19%
3 Consumer Discretionary 10.31%
4 Healthcare 10.02%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BWMN icon
2826
Bowman Consulting
BWMN
$704M
$38.8K ﹤0.01%
1,557
ODC icon
2827
Oil-Dri
ODC
$934M
$38.7K ﹤0.01%
884
-122
-12% -$5.35K
ESPR icon
2828
Esperion Therapeutics
ESPR
$540M
$38.6K ﹤0.01%
17,541
CYRX icon
2829
CryoPort
CYRX
$518M
$38.1K ﹤0.01%
4,900
-43,876
-90% -$341K
NGVC icon
2830
Vitamin Cottage Natural Grocers
NGVC
$891M
$37.8K ﹤0.01%
952
LRMR icon
2831
Larimar Therapeutics
LRMR
$337M
$37.6K ﹤0.01%
9,718
+1,659
+21% +$6.42K
KODK icon
2832
Kodak
KODK
$477M
$37.4K ﹤0.01%
5,697
EBTC
2833
DELISTED
Enterprise Bancorp
EBTC
$37K ﹤0.01%
937
LNZA icon
2834
LanzaTech
LNZA
$44.5M
$37K ﹤0.01%
269
FFWM icon
2835
First Foundation Inc
FFWM
$502M
$37K ﹤0.01%
5,957
HIFS icon
2836
Hingham Institution for Saving
HIFS
$581M
$36.6K ﹤0.01%
144
CCSI icon
2837
Consensus Cloud Solutions
CCSI
$509M
$36.5K ﹤0.01%
1,531
-185
-11% -$4.41K
NRIM icon
2838
Northrim BanCorp
NRIM
$502M
$36.3K ﹤0.01%
466
CARE icon
2839
Carter Bankshares
CARE
$442M
$36K ﹤0.01%
2,047
SHYF
2840
DELISTED
The Shyft Group
SHYF
$35.9K ﹤0.01%
3,060
LMNR icon
2841
Limoneira
LMNR
$285M
$35.9K ﹤0.01%
1,466
BMRC icon
2842
Bank of Marin Bancorp
BMRC
$400M
$35.7K ﹤0.01%
1,500
UIS icon
2843
Unisys
UIS
$277M
$35.4K ﹤0.01%
5,591
XPOF icon
2844
Xponential Fitness
XPOF
$299M
$35.3K ﹤0.01%
2,628
-15,945
-86% -$214K
EGHT icon
2845
8x8 Inc
EGHT
$282M
$35.3K ﹤0.01%
13,222
-194
-1% -$518
RCEL icon
2846
Avita Medical
RCEL
$115M
$35.2K ﹤0.01%
2,749
-29
-1% -$371
CDXS icon
2847
Codexis
CDXS
$218M
$35.1K ﹤0.01%
7,349
+1,187
+19% +$5.66K
TERN icon
2848
Terns Pharmaceuticals
TERN
$632M
$35K ﹤0.01%
6,311
+1,234
+24% +$6.84K
FNKO icon
2849
Funko
FNKO
$179M
$34.9K ﹤0.01%
2,603
EHAB icon
2850
Enhabit
EHAB
$395M
$34.8K ﹤0.01%
4,460
-39,310
-90% -$307K