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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AMAL icon
2851
Amalgamated Financial
AMAL
$870M
$41K ﹤0.01%
2,344
+483
+26% +$8.45K
BCML icon
2852
BayCom
BCML
$330M
$41K ﹤0.01%
1,893
+363
+24% +$7.86K
CDZI icon
2853
Cadiz
CDZI
$312M
$41K ﹤0.01%
3,606
LCNB icon
2854
LCNB Corp
LCNB
$230M
$41K ﹤0.01%
2,137
+644
+43% +$12.4K
NWPX icon
2855
NWPX Infrastructure, Inc. Common Stock
NWPX
$515M
$41K ﹤0.01%
1,598
RUSHB icon
2856
Rush Enterprises Class B
RUSHB
$4.6B
$41K ﹤0.01%
2,552
TNK icon
2857
Teekay Tankers
TNK
$1.79B
$41K ﹤0.01%
4,044
XXII
2858
22nd Century Group
XXII
$6.81M
0
-$33K
TBNK
2859
DELISTED
Territorial Bancorp Inc.
TBNK
$41K ﹤0.01%
1,411
+286
+25% +$8.31K
EIGR
2860
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$41K ﹤0.01%
+130
New +$41K
AVID
2861
DELISTED
Avid Technology Inc
AVID
$41K ﹤0.01%
4,496
AFI
2862
DELISTED
Armstrong Flooring, Inc.
AFI
$41K ﹤0.01%
4,242
SRGA
2863
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$41K ﹤0.01%
320
STXB
2864
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
$41K ﹤0.01%
1,817
TNAV
2865
DELISTED
Telenav Inc.
TNAV
$41K ﹤0.01%
5,159
BYSI icon
2866
BeyondSpring
BYSI
$75.4M
$40K ﹤0.01%
+1,789
New +$40K
DSGR icon
2867
Distribution Solutions Group
DSGR
$1.46B
$40K ﹤0.01%
2,178
FSTR icon
2868
Foster
FSTR
$290M
$40K ﹤0.01%
1,556
FVCB icon
2869
FVCBankcorp
FVCB
$244M
$40K ﹤0.01%
2,580
+2,110
+449% +$32.7K
GNTY icon
2870
Guaranty Bancshares
GNTY
$559M
$40K ﹤0.01%
1,400
IMMR icon
2871
Immersion
IMMR
$221M
$40K ﹤0.01%
5,233
+1,335
+34% +$10.2K
NKSH icon
2872
National Bankshares
NKSH
$190M
$40K ﹤0.01%
1,023
OPY icon
2873
Oppenheimer Holdings
OPY
$815M
$40K ﹤0.01%
1,482
RLGT icon
2874
Radiant Logistics
RLGT
$309M
$40K ﹤0.01%
6,472
UBX
2875
DELISTED
Unity Biotechnology
UBX
$40K ﹤0.01%
478
+92
+24% +$7.7K