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
LMNR icon
2851
Limoneira
LMNR
$275M
$26K ﹤0.01%
1,466
MTW icon
2852
Manitowoc
MTW
$362M
$25.8K ﹤0.01%
3,009
NECB icon
2853
Northeast Community Bancorp
NECB
$270M
$25.8K ﹤0.01%
1,102
HDSN icon
2854
Hudson Technologies
HDSN
$444M
$25.8K ﹤0.01%
4,182
UIS icon
2855
Unisys
UIS
$282M
$25.7K ﹤0.01%
5,591
VMD icon
2856
Viemed Healthcare
VMD
$263M
$25.6K ﹤0.01%
3,518
VPG icon
2857
Vishay Precision Group
VPG
$416M
$25.5K ﹤0.01%
1,058
CBAN icon
2858
Colony Bankcorp
CBAN
$304M
$25.5K ﹤0.01%
1,577
HCAT icon
2859
Health Catalyst
HCAT
$220M
$25.4K ﹤0.01%
5,613
-78,607
-93% -$356K
VSTM icon
2860
Verastem
VSTM
$598M
$25.4K ﹤0.01%
4,216
-371
-8% -$2.24K
CTNM
2861
Contineum Therapeutics
CTNM
$347M
$25.3K ﹤0.01%
3,631
TRAK icon
2862
ReposiTrak
TRAK
$311M
$25.3K ﹤0.01%
1,248
ALDX icon
2863
Aldeyra Therapeutics
ALDX
$324M
$25.3K ﹤0.01%
4,397
ESPR icon
2864
Esperion Therapeutics
ESPR
$573M
$25.3K ﹤0.01%
17,541
CIVB icon
2865
Civista Bancshares
CIVB
$402M
$25.2K ﹤0.01%
1,291
ZIMV icon
2866
ZimVie
ZIMV
$532M
$25.2K ﹤0.01%
2,331
SSBK
2867
DELISTED
Southern States Bancshares
SSBK
$25.2K ﹤0.01%
704
LOCO icon
2868
El Pollo Loco
LOCO
$304M
$25.1K ﹤0.01%
2,433
BCAX
2869
Bicara Therapeutics Inc. Common Stock
BCAX
$634M
$25.1K ﹤0.01%
1,923
CZNC icon
2870
Citizens & Northern Corp
CZNC
$311M
$25K ﹤0.01%
1,241
HVT icon
2871
Haverty Furniture Companies
HVT
$371M
$24.9K ﹤0.01%
1,265
-11,565
-90% -$228K
BLZE icon
2872
Backblaze
BLZE
$534M
$24.9K ﹤0.01%
5,150
+887
+21% +$4.28K
KMTS
2873
Kestra Medical Technologies, Ltd. Common Stock
KMTS
$1.12B
$24.9K ﹤0.01%
+1,000
New +$24.9K
CBNK icon
2874
Capital Bancorp
CBNK
$551M
$24.8K ﹤0.01%
875
SHYF
2875
DELISTED
The Shyft Group
SHYF
$24.8K ﹤0.01%
3,060