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
-0.59%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$131B
AUM Growth
-$7.14B
Cap. Flow
-$4.79B
Cap. Flow %
-3.66%
Top 10 Hldgs %
15.56%
Holding
3,334
New
51
Increased
1,273
Reduced
1,618
Closed
54

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SMBK icon
2926
SmartFinancial
SMBK
$627M
$34K ﹤0.01%
1,459
UNTY icon
2927
Unity Bancorp
UNTY
$527M
$34K ﹤0.01%
1,541
WEYS icon
2928
Weyco Group
WEYS
$285M
$34K ﹤0.01%
1,000
RPT
2929
Rithm Property Trust Inc.
RPT
$123M
$34K ﹤0.01%
2,617
-1,818
-41% -$23.6K
NVTA
2930
DELISTED
Invitae Corporation
NVTA
$34K ﹤0.01%
7,355
-3,641
-33% -$16.8K
BLCM
2931
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$34K ﹤0.01%
524
-171
-25% -$11.1K
CALA
2932
DELISTED
Calithera Biosciences, Inc
CALA
$34K ﹤0.01%
272
-110
-29% -$13.8K
HBMD
2933
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$34K ﹤0.01%
1,702
PFBI
2934
DELISTED
Premier Financial Bancorp
PFBI
$34K ﹤0.01%
2,300
-303
-12% -$4.48K
BSF
2935
DELISTED
Bear State Financial, Inc.
BSF
$34K ﹤0.01%
3,298
-700
-18% -$7.22K
ARDX icon
2936
Ardelyx
ARDX
$1.6B
$33K ﹤0.01%
6,496
-2,538
-28% -$12.9K
BATRA icon
2937
Atlanta Braves Holdings Series A
BATRA
$2.84B
$33K ﹤0.01%
1,435
BEDU
2938
Bright Scholar Education Holdings
BEDU
$50.2M
$33K ﹤0.01%
537
CWCO icon
2939
Consolidated Water Co
CWCO
$524M
$33K ﹤0.01%
2,292
-200
-8% -$2.88K
DSGR icon
2940
Distribution Solutions Group
DSGR
$1.43B
$33K ﹤0.01%
2,592
EML icon
2941
Eastern Company
EML
$147M
$33K ﹤0.01%
1,143
LYTS icon
2942
LSI Industries
LYTS
$677M
$33K ﹤0.01%
4,008
-2,026
-34% -$16.7K
MX icon
2943
Magnachip Semiconductor
MX
$110M
$33K ﹤0.01%
3,400
OCUL icon
2944
Ocular Therapeutix
OCUL
$2.27B
$33K ﹤0.01%
5,083
-892
-15% -$5.79K
OVBC icon
2945
Ohio Valley Banc Corp
OVBC
$173M
$33K ﹤0.01%
800
PCYO icon
2946
Pure Cycle
PCYO
$266M
$33K ﹤0.01%
3,520
SNDX icon
2947
Syndax Pharmaceuticals
SNDX
$1.36B
$33K ﹤0.01%
2,315
ULH icon
2948
Universal Logistics Holdings
ULH
$633M
$33K ﹤0.01%
1,540
UNB icon
2949
Union Bankshares
UNB
$117M
$33K ﹤0.01%
648
VHC icon
2950
VirnetX
VHC
$74.6M
$33K ﹤0.01%
415
-212
-34% -$16.9K