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
ELF icon
2876
e.l.f. Beauty
ELF
$7.78B
$41K ﹤0.01%
3,219
IMMR icon
2877
Immersion
IMMR
$222M
$41K ﹤0.01%
3,898
-785
-17% -$8.26K
RM icon
2878
Regional Management Corp
RM
$414M
$41K ﹤0.01%
1,408
SMBC icon
2879
Southern Missouri Bancorp
SMBC
$637M
$41K ﹤0.01%
1,110
TLYS icon
2880
Tilly's
TLYS
$60.9M
$41K ﹤0.01%
2,165
VSEC icon
2881
VSE Corp
VSEC
$3.46B
$41K ﹤0.01%
1,244
FNHC
2882
DELISTED
FedNat Holding Company Common Stock
FNHC
$41K ﹤0.01%
1,601
-316
-16% -$8.09K
MRLN
2883
DELISTED
Marlin Business Services Corp
MRLN
$41K ﹤0.01%
1,424
DFRG
2884
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
$41K ﹤0.01%
4,974
+2,020
+68% +$16.7K
GSH
2885
DELISTED
Guangshen Railway Co. Ltd
GSH
$41K ﹤0.01%
1,789
ATLO icon
2886
AMES National
ATLO
$181M
$40K ﹤0.01%
1,452
+302
+26% +$8.32K
CDZI icon
2887
Cadiz
CDZI
$308M
$40K ﹤0.01%
3,606
+744
+26% +$8.25K
DJCO icon
2888
Daily Journal
DJCO
$631M
$40K ﹤0.01%
164
MCB icon
2889
Metropolitan Bank Holding Corp
MCB
$808M
$40K ﹤0.01%
977
SMBK icon
2890
SmartFinancial
SMBK
$629M
$40K ﹤0.01%
1,708
UEC icon
2891
Uranium Energy
UEC
$5.4B
$40K ﹤0.01%
23,314
VATE icon
2892
INNOVATE Corp
VATE
$67.5M
$40K ﹤0.01%
661
CVLY
2893
DELISTED
Codorus Valley Bancorp Inc
CVLY
$40K ﹤0.01%
1,421
HLG
2894
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
$40K ﹤0.01%
+589
New +$40K
AQ
2895
DELISTED
Aquantia Corp. Common Stock
AQ
$40K ﹤0.01%
3,147
BLMT
2896
DELISTED
BSB Bancorp, Inc.
BLMT
$40K ﹤0.01%
1,212
EGLE
2897
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$40K ﹤0.01%
1,019
CCBG icon
2898
Capital City Bank Group
CCBG
$737M
$39K ﹤0.01%
1,686
HONE icon
2899
HarborOne Bancorp
HONE
$558M
$39K ﹤0.01%
3,615
VCYT icon
2900
Veracyte
VCYT
$2.5B
$39K ﹤0.01%
4,106