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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NRIM icon
2851
Northrim BanCorp
NRIM
$509M
$43K ﹤0.01%
1,035
SFST icon
2852
Southern First Bancshares
SFST
$371M
$43K ﹤0.01%
1,104
ULH icon
2853
Universal Logistics Holdings
ULH
$663M
$43K ﹤0.01%
1,155
PVLA
2854
Palvella Therapeutics, Inc. Common Stock
PVLA
$646M
$43K ﹤0.01%
97
SYRS
2855
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$43K ﹤0.01%
365
USX
2856
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
$43K ﹤0.01%
3,146
-6,854
-69% -$93.7K
YELL
2857
DELISTED
Yellow Corporation Common Stock
YELL
$43K ﹤0.01%
4,797
AXTI icon
2858
AXT Inc
AXTI
$156M
$42K ﹤0.01%
5,936
BXC icon
2859
BlueLinx
BXC
$651M
$42K ﹤0.01%
1,331
EPM icon
2860
Evolution Petroleum
EPM
$180M
$42K ﹤0.01%
3,823
GHM icon
2861
Graham Corp
GHM
$544M
$42K ﹤0.01%
1,502
KIDS icon
2862
OrthoPediatrics
KIDS
$510M
$42K ﹤0.01%
1,145
NAT icon
2863
Nordic American Tanker
NAT
$692M
$42K ﹤0.01%
20,163
RNAC icon
2864
Cartesian Therapeutics
RNAC
$259M
$42K ﹤0.01%
89
TITN icon
2865
Titan Machinery
TITN
$466M
$42K ﹤0.01%
2,710
ZLAB icon
2866
Zai Lab
ZLAB
$3.61B
$42K ﹤0.01%
+2,132
New +$42K
PENG
2867
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.37B
$42K ﹤0.01%
2,908
NPTN
2868
DELISTED
NEOPHOTONICS CORP
NPTN
$42K ﹤0.01%
5,025
VWTR
2869
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$42K ﹤0.01%
3,339
ARA
2870
DELISTED
American Renal Associates Holdings, Inc
ARA
$42K ﹤0.01%
1,955
LTS
2871
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$42K ﹤0.01%
15,572
MRT
2872
DELISTED
MedEquities Realty Trust, Inc.
MRT
$42K ﹤0.01%
4,333
MTL
2873
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$42K ﹤0.01%
13,419
BCML icon
2874
BayCom
BCML
$330M
$41K ﹤0.01%
1,530
DLTH icon
2875
Duluth Holdings
DLTH
$133M
$41K ﹤0.01%
1,306
+256
+24% +$8.04K