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
WNEB icon
2876
Western New England Bancorp
WNEB
$251M
$40K ﹤0.01%
4,312
CASA
2877
DELISTED
Casa Systems, Inc. Common Stock
CASA
$40K ﹤0.01%
6,150
+1,303
+27% +$8.48K
NETI
2878
DELISTED
Eneti Inc.
NETI
$40K ﹤0.01%
934
ATLO icon
2879
AMES National
ATLO
$184M
$39K ﹤0.01%
1,452
BOC icon
2880
Boston Omaha
BOC
$432M
$39K ﹤0.01%
1,673
+913
+120% +$21.3K
CWBC
2881
Community West Bancshares
CWBC
$406M
$39K ﹤0.01%
1,918
FARM icon
2882
Farmer Brothers
FARM
$50.2M
$39K ﹤0.01%
2,365
FLNT
2883
Fluent
FLNT
$49.3M
$39K ﹤0.01%
1,211
+265
+28% +$8.53K
GEF.B icon
2884
Greif Class B
GEF.B
$2.48B
$39K ﹤0.01%
891
GOGO icon
2885
Gogo Inc
GOGO
$1.38B
$39K ﹤0.01%
9,970
JYNT icon
2886
The Joint Corp
JYNT
$157M
$39K ﹤0.01%
+2,162
New +$39K
MNKD icon
2887
MannKind Corp
MNKD
$1.66B
$39K ﹤0.01%
34,087
+7,143
+27% +$8.17K
UEC icon
2888
Uranium Energy
UEC
$5.35B
$39K ﹤0.01%
28,531
UUUU icon
2889
Energy Fuels
UUUU
$2.89B
$39K ﹤0.01%
13,410
ARQ icon
2890
Arq
ARQ
$301M
$39K ﹤0.01%
3,099
VWTR
2891
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$39K ﹤0.01%
3,339
SIC
2892
DELISTED
Select Interior Concepts, Inc. Class A Common Stock
SIC
$39K ﹤0.01%
+3,556
New +$39K
MEET
2893
DELISTED
The Meet Group, Inc. Common Stock
MEET
$39K ﹤0.01%
11,143
CHMI
2894
Cherry Hill Mortgage Investment Corp
CHMI
$107M
$38K ﹤0.01%
2,383
CVGI icon
2895
Commercial Vehicle Group
CVGI
$72.1M
$38K ﹤0.01%
4,777
DGICA icon
2896
Donegal Group Class A
DGICA
$720M
$38K ﹤0.01%
2,464
LPG icon
2897
Dorian LPG
LPG
$1.35B
$38K ﹤0.01%
4,161
NATH icon
2898
Nathan's Famous
NATH
$452M
$38K ﹤0.01%
481
ORRF icon
2899
Orrstown Financial Services
ORRF
$690M
$38K ﹤0.01%
1,723
+553
+47% +$12.2K
PKBK icon
2900
Parke Bancorp
PKBK
$268M
$38K ﹤0.01%
1,751
+376
+27% +$8.16K