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
+7.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$380B
AUM Growth
+$26.1B
Cap. Flow
+$4.45B
Cap. Flow %
1.17%
Top 10 Hldgs %
30.42%
Holding
3,448
New
36
Increased
1,596
Reduced
1,180
Closed
43

Top Buys

1
NVDA icon
NVIDIA
NVDA
+$1.79B
2
AAPL icon
Apple
AAPL
+$1.21B
3
MSFT icon
Microsoft
MSFT
+$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HSHP
2901
Himalaya Shipping
HSHP
$384M
$29.8K ﹤0.01%
3,445
RCEL icon
2902
Avita Medical
RCEL
$118M
$29.8K ﹤0.01%
2,778
-67
-2% -$718
LINC icon
2903
Lincoln Educational Services
LINC
$630M
$29.6K ﹤0.01%
2,483
+338
+16% +$4.04K
AAN
2904
DELISTED
The Aaron's Company, Inc.
AAN
$29.4K ﹤0.01%
2,959
+450
+18% +$4.48K
SMLR icon
2905
Semler Scientific
SMLR
$423M
$29.2K ﹤0.01%
1,243
NECB icon
2906
Northeast Community Bancorp
NECB
$273M
$29.1K ﹤0.01%
1,102
OBT icon
2907
Orange County Bancorp
OBT
$356M
$29K ﹤0.01%
960
+152
+19% +$4.58K
ESPR icon
2908
Esperion Therapeutics
ESPR
$563M
$28.9K ﹤0.01%
17,541
IGMS
2909
DELISTED
IGM Biosciences
IGMS
$28.9K ﹤0.01%
1,746
+385
+28% +$6.37K
CCCC icon
2910
C4 Therapeutics
CCCC
$194M
$28.9K ﹤0.01%
5,063
HIPO icon
2911
Hippo Holdings
HIPO
$927M
$28.8K ﹤0.01%
1,704
RIGL icon
2912
Rigel Pharmaceuticals
RIGL
$678M
$28.3K ﹤0.01%
1,751
PSTL
2913
Postal Realty Trust
PSTL
$394M
$28.3K ﹤0.01%
1,931
BLZE icon
2914
Backblaze
BLZE
$534M
$28.2K ﹤0.01%
4,419
NGVC icon
2915
Vitamin Cottage Natural Grocers
NGVC
$872M
$28.2K ﹤0.01%
952
+181
+23% +$5.37K
CWBC
2916
Community West Bancshares
CWBC
$406M
$28.2K ﹤0.01%
1,463
MCFT icon
2917
MasterCraft Boat Holdings
MCFT
$378M
$28K ﹤0.01%
1,538
AVAH icon
2918
Aveanna Healthcare
AVAH
$1.76B
$28K ﹤0.01%
5,378
+372
+7% +$1.93K
SKYT icon
2919
SkyWater Technology
SKYT
$491M
$27.4K ﹤0.01%
3,015
EGHT icon
2920
8x8 Inc
EGHT
$303M
$27.4K ﹤0.01%
13,416
+87
+0.7% +$177
GCO icon
2921
Genesco
GCO
$365M
$27.4K ﹤0.01%
1,007
OCGN icon
2922
Ocugen
OCGN
$334M
$27.3K ﹤0.01%
27,475
-877
-3% -$870
ACCD
2923
DELISTED
Accolade, Inc. Common Stock
ACCD
$27.2K ﹤0.01%
7,077
-68,026
-91% -$262K
TRUE icon
2924
TrueCar
TRUE
$199M
$27.2K ﹤0.01%
7,874
TCBX icon
2925
Third Coast Bancshares
TCBX
$552M
$27.1K ﹤0.01%
1,014