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
CVLG icon
2926
Covenant Logistics
CVLG
$589M
$36K ﹤0.01%
4,868
HURC icon
2927
Hurco Companies Inc
HURC
$110M
$36K ﹤0.01%
1,017
MRKR icon
2928
Marker Therapeutics
MRKR
$12.6M
$36K ﹤0.01%
+453
New +$36K
NC icon
2929
NACCO Industries
NC
$301M
$36K ﹤0.01%
690
+160
+30% +$8.35K
OFLX icon
2930
Omega Flex
OFLX
$347M
$36K ﹤0.01%
463
RGCO icon
2931
RGC Resources
RGCO
$230M
$36K ﹤0.01%
1,259
TEN
2932
Tsakos Energy Navigation Ltd.
TEN
$651M
$36K ﹤0.01%
2,200
TRK
2933
DELISTED
Speedway Motorsports, Inc.
TRK
$36K ﹤0.01%
1,925
TEUM
2934
DELISTED
Pareteum Corporation
TEUM
$36K ﹤0.01%
+17,922
New +$36K
EPM icon
2935
Evolution Petroleum
EPM
$179M
$35K ﹤0.01%
4,922
+1,099
+29% +$7.82K
GRBK icon
2936
Green Brick Partners
GRBK
$3.27B
$35K ﹤0.01%
4,201
ISTR icon
2937
Investar Holding Corp
ISTR
$225M
$35K ﹤0.01%
1,450
KNSA icon
2938
Kiniksa Pharmaceuticals
KNSA
$2.71B
$35K ﹤0.01%
2,555
+565
+28% +$7.74K
MX icon
2939
Magnachip Semiconductor
MX
$111M
$35K ﹤0.01%
3,400
PCB icon
2940
PCB Bancorp
PCB
$311M
$35K ﹤0.01%
2,033
RDI icon
2941
Reading International Class A
RDI
$34.1M
$35K ﹤0.01%
2,674
SD icon
2942
SandRidge Energy
SD
$424M
$35K ﹤0.01%
5,060
WOW icon
2943
WideOpenWest
WOW
$441M
$35K ﹤0.01%
4,893
RPT
2944
Rithm Property Trust Inc.
RPT
$124M
$35K ﹤0.01%
2,617
FCBP
2945
DELISTED
First Choice Bancorp Common Stock
FCBP
$35K ﹤0.01%
1,524
GTYH
2946
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
$35K ﹤0.01%
+5,088
New +$35K
BFIN icon
2947
BankFinancial
BFIN
$154M
$34K ﹤0.01%
2,441
+587
+32% +$8.18K
CULP icon
2948
Culp
CULP
$58M
$34K ﹤0.01%
1,806
CVM icon
2949
CEL-SCI Corp
CVM
$67.9M
$34K ﹤0.01%
+146
New +$34K
FPI
2950
Farmland Partners
FPI
$477M
$34K ﹤0.01%
4,777