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
-3.17%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.5B
Cap. Flow %
4.72%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Sector Composition

1 Technology 25.92%
2 Financials 13.2%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IGMS
2926
DELISTED
IGM Biosciences
IGMS
$76K ﹤0.01%
2,847
PAY icon
2927
Paymentus
PAY
$4.12B
$76K ﹤0.01%
3,616
CURI icon
2928
CuriosityStream
CURI
$261M
$74K ﹤0.01%
25,684
OPRT icon
2929
Oportun Financial
OPRT
$278M
$74K ﹤0.01%
5,158
VKTX icon
2930
Viking Therapeutics
VKTX
$2.89B
$74K ﹤0.01%
24,729
API
2931
Agora
API
$351M
$73K ﹤0.01%
7,337
-179,229
-96% -$1.78M
HNST icon
2932
The Honest Company
HNST
$440M
$73K ﹤0.01%
13,974
LYEL icon
2933
Lyell Immunopharma
LYEL
$256M
$72K ﹤0.01%
709
+599
+545% +$60.8K
PHAT icon
2934
Phathom Pharmaceuticals
PHAT
$856M
$72K ﹤0.01%
5,267
+89
+2% +$1.22K
ACHL
2935
DELISTED
Achilles Therapeutics plc American Depositary Shares
ACHL
$72K ﹤0.01%
24,755
CURO
2936
DELISTED
CURO Group Holdings Corp.
CURO
$72K ﹤0.01%
5,530
+65
+1% +$846
BXC icon
2937
BlueLinx
BXC
$651M
$71K ﹤0.01%
992
+3
+0.3% +$215
YPF icon
2938
YPF
YPF
$11.1B
$71K ﹤0.01%
14,698
GLUE icon
2939
Monte Rosa Therapeutics
GLUE
$302M
$70K ﹤0.01%
4,993
+1,676
+51% +$23.5K
INFA icon
2940
Informatica
INFA
$7.56B
$70K ﹤0.01%
3,563
LFST icon
2941
Lifestance Health
LFST
$2.08B
$70K ﹤0.01%
6,888
+2,475
+56% +$25.2K
TDW icon
2942
Tidewater
TDW
$2.94B
$70K ﹤0.01%
3,222
RMO
2943
DELISTED
Romeo Power, Inc.
RMO
$70K ﹤0.01%
47,006
-3,504
-7% -$5.22K
IWB icon
2944
iShares Russell 1000 ETF
IWB
$44.6B
$69K ﹤0.01%
275
CGEM icon
2945
Cullinan Oncology
CGEM
$391M
$68K ﹤0.01%
6,519
EWC icon
2946
iShares MSCI Canada ETF
EWC
$3.28B
$68K ﹤0.01%
1,700
-11,100
-87% -$444K
FINV
2947
FinVolution Group
FINV
$1.95B
$68K ﹤0.01%
17,073
IPI icon
2948
Intrepid Potash
IPI
$388M
$67K ﹤0.01%
819
+59
+8% +$4.83K
HUYA
2949
Huya Inc
HUYA
$765M
$66K ﹤0.01%
14,836
SNPO
2950
DELISTED
Snap One Holdings Corp. Common Stock
SNPO
$66K ﹤0.01%
4,463
+394
+10% +$5.83K