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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
STRO icon
2851
Sutro Biopharma
STRO
$77.2M
$30K ﹤0.01%
2,937
+283
+11% +$2.89K
AVXL icon
2852
Anavex Life Sciences
AVXL
$763M
$29K ﹤0.01%
6,417
-1,891
-23% -$8.55K
BLBD icon
2853
Blue Bird Corp
BLBD
$1.82B
$29K ﹤0.01%
2,410
-639
-21% -$7.69K
ERJ icon
2854
Embraer
ERJ
$10.9B
$29K ﹤0.01%
6,490
GRFS icon
2855
Grifois
GRFS
$6.7B
$29K ﹤0.01%
1,671
ITOS
2856
DELISTED
iTeos Therapeutics
ITOS
$29K ﹤0.01%
+1,193
New +$29K
KOF icon
2857
Coca-Cola Femsa
KOF
$17.8B
$29K ﹤0.01%
700
LOMA
2858
Loma Negra
LOMA
$939M
$29K ﹤0.01%
6,700
OXY.WS icon
2859
Occidental Petroleum Corporation Warrants to Purchase Common Stock
OXY.WS
$23.1B
$29K ﹤0.01%
+9,775
New +$29K
PGC icon
2860
Peapack-Gladstone Financial
PGC
$509M
$29K ﹤0.01%
1,972
-762
-28% -$11.2K
AWH
2861
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
$29K ﹤0.01%
618
+104
+20% +$4.88K
DSKE
2862
DELISTED
Daseke, Inc. Common Stock
DSKE
$29K ﹤0.01%
5,493
-2,235
-29% -$11.8K
HLG
2863
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
$29K ﹤0.01%
589
AMSC icon
2864
American Superconductor
AMSC
$2.32B
$28K ﹤0.01%
1,941
-799
-29% -$11.5K
BHB icon
2865
Bar Harbor Bankshares
BHB
$531M
$28K ﹤0.01%
1,388
-733
-35% -$14.8K
CLFD icon
2866
Clearfield
CLFD
$456M
$28K ﹤0.01%
1,384
-340
-20% -$6.88K
EQBK icon
2867
Equity Bancshares
EQBK
$809M
$28K ﹤0.01%
1,784
-681
-28% -$10.7K
HIMX
2868
Himax Technologies
HIMX
$1.47B
$28K ﹤0.01%
7,883
JYNT icon
2869
The Joint Corp
JYNT
$157M
$28K ﹤0.01%
1,598
-618
-28% -$10.8K
PASG icon
2870
Passage Bio
PASG
$22.4M
$28K ﹤0.01%
105
-27
-20% -$7.2K
WEYS icon
2871
Weyco Group
WEYS
$285M
$28K ﹤0.01%
1,728
-208
-11% -$3.37K
SDC
2872
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
$28K ﹤0.01%
2,435
TPCO
2873
DELISTED
Tribune Publishing Company Common Stock
TPCO
$28K ﹤0.01%
2,408
-888
-27% -$10.3K
ASC icon
2874
Ardmore Shipping
ASC
$502M
$27K ﹤0.01%
7,630
-1,442
-16% -$5.1K
CCNE icon
2875
CNB Financial Corp
CCNE
$762M
$27K ﹤0.01%
1,845
-434
-19% -$6.35K