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
-0.59%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$131B
AUM Growth
-$7.14B
Cap. Flow
-$4.79B
Cap. Flow %
-3.66%
Top 10 Hldgs %
15.56%
Holding
3,334
New
51
Increased
1,273
Reduced
1,618
Closed
54

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CLSD icon
2851
Clearside Biomedical
CLSD
$26.6M
$40K ﹤0.01%
3,734
+692
+23% +$7.41K
GORO icon
2852
Gold Resource Corp
GORO
$108M
$40K ﹤0.01%
8,792
-4,234
-33% -$19.3K
KALA icon
2853
KALA BIO
KALA
$112M
$40K ﹤0.01%
50
+13
+35% +$10.4K
LAB icon
2854
Standard BioTools
LAB
$512M
$40K ﹤0.01%
6,829
-2,742
-29% -$16.1K
LCTX icon
2855
Lineage Cell Therapeutics
LCTX
$290M
$40K ﹤0.01%
17,187
-8,281
-33% -$19.3K
ODC icon
2856
Oil-Dri
ODC
$969M
$40K ﹤0.01%
1,976
-1,168
-37% -$23.6K
UPLD icon
2857
Upland Software
UPLD
$67.9M
$40K ﹤0.01%
1,380
EVBN
2858
DELISTED
Evans Bancorp Inc
EVBN
$40K ﹤0.01%
879
RETA
2859
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$40K ﹤0.01%
1,968
-1,107
-36% -$22.5K
MRLN
2860
DELISTED
Marlin Business Services Corp
MRLN
$40K ﹤0.01%
1,425
-758
-35% -$21.3K
CNBKA
2861
DELISTED
Century Bancorp Inc/Mass
CNBKA
$40K ﹤0.01%
509
-67
-12% -$5.27K
SBBP
2862
DELISTED
Strongbridge Biopharma plc.
SBBP
$40K ﹤0.01%
4,587
JCAP
2863
DELISTED
Jernigan Capital, Inc.
JCAP
$40K ﹤0.01%
2,227
-882
-28% -$15.8K
EMCI
2864
DELISTED
EMC INS Group Inc
EMCI
$40K ﹤0.01%
1,465
-765
-34% -$20.9K
BOJA
2865
DELISTED
Bojangles', Inc. Common Stock
BOJA
$40K ﹤0.01%
2,880
-1,194
-29% -$16.6K
REV
2866
DELISTED
Revlon, Inc.
REV
$40K ﹤0.01%
1,933
-1,024
-35% -$21.2K
IHC
2867
DELISTED
Independence Holding Company
IHC
$40K ﹤0.01%
1,135
HOV icon
2868
Hovnanian Enterprises
HOV
$897M
$39K ﹤0.01%
856
-426
-33% -$19.4K
NATH icon
2869
Nathan's Famous
NATH
$444M
$39K ﹤0.01%
529
SCZ icon
2870
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
$39K ﹤0.01%
+600
New +$39K
PETQ
2871
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
$39K ﹤0.01%
1,473
PTVCB
2872
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
$39K ﹤0.01%
1,780
-755
-30% -$16.5K
NEOS
2873
DELISTED
Neos Therapeutics, Inc
NEOS
$39K ﹤0.01%
4,758
-1,293
-21% -$10.6K
TRK
2874
DELISTED
Speedway Motorsports, Inc.
TRK
$39K ﹤0.01%
2,207
-836
-27% -$14.8K
MBTF
2875
DELISTED
MBT Financial Corporation
MBTF
$39K ﹤0.01%
3,606