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
SAND icon
2901
Sandstorm Gold
SAND
$3.45B
$38K ﹤0.01%
6,896
CSTR
2902
DELISTED
CapStar Financial Holdings, Inc
CSTR
$38K ﹤0.01%
2,492
+1,302
+109% +$19.9K
LBC
2903
DELISTED
Luther Burbank Corporation Common Stock
LBC
$38K ﹤0.01%
3,494
FRBK
2904
DELISTED
Republic First Bancorp Inc
FRBK
$38K ﹤0.01%
7,561
SPNE
2905
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
$38K ﹤0.01%
2,903
+602
+26% +$7.88K
HMTV
2906
DELISTED
Hemisphere Media Group, Inc.
HMTV
$38K ﹤0.01%
2,956
ATHX
2907
DELISTED
Athersys, Inc. Common Stock
ATHX
$38K ﹤0.01%
947
+185
+24% +$7.42K
PETX
2908
DELISTED
Aratana Therapeutics, Inc.
PETX
$38K ﹤0.01%
7,277
CTRN icon
2909
Citi Trends
CTRN
$280M
$37K ﹤0.01%
2,542
FRBA icon
2910
First Bank
FRBA
$420M
$37K ﹤0.01%
3,163
+696
+28% +$8.14K
HIMX
2911
Himax Technologies
HIMX
$1.45B
$37K ﹤0.01%
10,629
HUYA
2912
Huya Inc
HUYA
$763M
$37K ﹤0.01%
1,487
NDLS icon
2913
Noodles & Co
NDLS
$30.1M
$37K ﹤0.01%
4,727
+2,415
+104% +$18.9K
NRIM icon
2914
Northrim BanCorp
NRIM
$509M
$37K ﹤0.01%
1,035
PWOD
2915
DELISTED
Penns Woods Bancorp
PWOD
$37K ﹤0.01%
1,263
+295
+30% +$8.64K
RM icon
2916
Regional Management Corp
RM
$421M
$37K ﹤0.01%
1,408
SRRK icon
2917
Scholar Rock
SRRK
$3.06B
$37K ﹤0.01%
2,485
TLRY icon
2918
Tilray
TLRY
$1.15B
$37K ﹤0.01%
+800
New +$37K
TSBK icon
2919
Timberland Bancorp
TSBK
$285M
$37K ﹤0.01%
1,375
+299
+28% +$8.05K
SBT
2920
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
$37K ﹤0.01%
3,740
ELOX
2921
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
$37K ﹤0.01%
92
BITA
2922
DELISTED
Bitauto Holdings Limited
BITA
$37K ﹤0.01%
3,500
ENFC
2923
DELISTED
Entegra Financial Corp.
ENFC
$37K ﹤0.01%
1,241
+269
+28% +$8.02K
EGLE
2924
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$37K ﹤0.01%
1,019
BWFG icon
2925
Bankwell Financial Group
BWFG
$352M
$36K ﹤0.01%
1,254
+290
+30% +$8.33K