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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ALNT icon
2826
Allient
ALNT
$779M
$28.6K ﹤0.01%
1,300
SFIX icon
2827
Stitch Fix
SFIX
$714M
$28.4K ﹤0.01%
8,752
-594
-6% -$1.93K
HRTG icon
2828
Heritage Insurance Holdings
HRTG
$763M
$28.3K ﹤0.01%
1,963
LXFR icon
2829
Luxfer Holdings
LXFR
$356M
$28.1K ﹤0.01%
2,372
OIS icon
2830
Oil States International
OIS
$341M
$28K ﹤0.01%
5,428
IPI icon
2831
Intrepid Potash
IPI
$389M
$27.8K ﹤0.01%
947
-113
-11% -$3.32K
CRMT icon
2832
America's Car Mart
CRMT
$286M
$27.8K ﹤0.01%
613
TSHA icon
2833
Taysha Gene Therapies
TSHA
$837M
$27.7K ﹤0.01%
19,958
-60
-0.3% -$83
NATH icon
2834
Nathan's Famous
NATH
$441M
$27.6K ﹤0.01%
286
APLT icon
2835
Applied Therapeutics
APLT
$60.6M
$27.4K ﹤0.01%
56,114
-27,904
-33% -$13.6K
CYRX icon
2836
CryoPort
CYRX
$433M
$27.3K ﹤0.01%
4,486
-414
-8% -$2.52K
ORGO icon
2837
Organogenesis Holdings
ORGO
$625M
$27.2K ﹤0.01%
6,289
WTBA icon
2838
West Bancorporation
WTBA
$344M
$27.1K ﹤0.01%
1,361
CWBC
2839
Community West Bancshares
CWBC
$403M
$27K ﹤0.01%
1,463
GNTY icon
2840
Guaranty Bancshares
GNTY
$557M
$26.9K ﹤0.01%
673
LUNG icon
2841
Pulmonx
LUNG
$69.3M
$26.9K ﹤0.01%
4,001
-43
-1% -$289
OOMA icon
2842
Ooma
OOMA
$345M
$26.9K ﹤0.01%
2,054
FMAO icon
2843
Farmers & Merchants Bancorp
FMAO
$357M
$26.9K ﹤0.01%
1,124
MVIS icon
2844
Microvision
MVIS
$343M
$26.8K ﹤0.01%
21,601
-671
-3% -$832
ZEUS icon
2845
Olympic Steel
ZEUS
$368M
$26.8K ﹤0.01%
849
-7,398
-90% -$233K
HBCP icon
2846
Home Bancorp
HBCP
$433M
$26.6K ﹤0.01%
594
URG
2847
Ur-Energy
URG
$533M
$26.5K ﹤0.01%
39,329
MCFT icon
2848
MasterCraft Boat Holdings
MCFT
$362M
$26.5K ﹤0.01%
1,538
FRBA icon
2849
First Bank
FRBA
$413M
$26K ﹤0.01%
1,758
EH
2850
EHang Holdings
EH
$1.19B
$26K ﹤0.01%
1,244