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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CMRX
2876
DELISTED
Chimerix, Inc.
CMRX
$58K ﹤0.01%
10,673
CRIS icon
2877
Curis
CRIS
$21.9M
$57K ﹤0.01%
296
FC icon
2878
Franklin Covey
FC
$239M
$57K ﹤0.01%
2,858
ADXS
2879
DELISTED
Advaxis, Inc.
ADXS
$57K ﹤0.01%
585
EMCI
2880
DELISTED
EMC INS Group Inc
EMCI
$57K ﹤0.01%
2,024
ZOES
2881
DELISTED
Zoe's Kitchen, Inc.
ZOES
$57K ﹤0.01%
4,746
CDXS icon
2882
Codexis
CDXS
$219M
$56K ﹤0.01%
10,550
FBIZ icon
2883
First Business Financial Services
FBIZ
$432M
$56K ﹤0.01%
2,400
LE icon
2884
Lands' End
LE
$428M
$56K ﹤0.01%
3,806
-178
-4% -$2.62K
TNK icon
2885
Teekay Tankers
TNK
$1.8B
$56K ﹤0.01%
3,714
BND icon
2886
Vanguard Total Bond Market
BND
$135B
$55K ﹤0.01%
667
EPM icon
2887
Evolution Petroleum
EPM
$177M
$55K ﹤0.01%
6,889
GHM icon
2888
Graham Corp
GHM
$520M
$55K ﹤0.01%
2,759
-288
-9% -$5.74K
OCUL icon
2889
Ocular Therapeutix
OCUL
$2.23B
$55K ﹤0.01%
5,975
+2,930
+96% +$27K
CUTR
2890
DELISTED
Cutera, Inc.
CUTR
$55K ﹤0.01%
2,123
+254
+14% +$6.58K
RCM
2891
DELISTED
R1 RCM Inc. Common Stock
RCM
$55K ﹤0.01%
+14,779
New +$55K
AVID
2892
DELISTED
Avid Technology Inc
AVID
$55K ﹤0.01%
10,481
BSF
2893
DELISTED
Bear State Financial, Inc.
BSF
$55K ﹤0.01%
5,795
CMCM
2894
Cheetah Mobile
CMCM
$220M
$54K ﹤0.01%
1,000
LCTX icon
2895
Lineage Cell Therapeutics
LCTX
$288M
$54K ﹤0.01%
19,706
MEDP icon
2896
Medpace
MEDP
$13.6B
$54K ﹤0.01%
1,855
+620
+50% +$18K
NHTC icon
2897
Natural Health Trends
NHTC
$53.7M
$54K ﹤0.01%
1,939
OPY icon
2898
Oppenheimer Holdings
OPY
$756M
$54K ﹤0.01%
3,307
EGIO
2899
DELISTED
Edgio, Inc. Common Stock
EGIO
$54K ﹤0.01%
471
+201
+74% +$23K
TREC
2900
DELISTED
Trecora Resources
TREC
$54K ﹤0.01%
4,878