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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RM icon
2926
Regional Management Corp
RM
$418M
$20.9K ﹤0.01%
693
AVNW icon
2927
Aviat Networks
AVNW
$306M
$20.9K ﹤0.01%
1,088
AMCX icon
2928
AMC Networks
AMCX
$357M
$20.9K ﹤0.01%
3,031
SKYT icon
2929
SkyWater Technology
SKYT
$509M
$20.8K ﹤0.01%
2,936
BTBT icon
2930
Bit Digital
BTBT
$955M
$20.8K ﹤0.01%
10,302
-815
-7% -$1.65K
ASLE icon
2931
AerSale
ASLE
$401M
$20.8K ﹤0.01%
2,774
TSBK icon
2932
Timberland Bancorp
TSBK
$288M
$20.7K ﹤0.01%
685
INBK icon
2933
First Internet Bancorp
INBK
$212M
$20.6K ﹤0.01%
771
AIP icon
2934
Arteris
AIP
$373M
$20.3K ﹤0.01%
2,942
RRBI icon
2935
Red River Bancshares
RRBI
$432M
$20.2K ﹤0.01%
391
DSP icon
2936
Viant Technology
DSP
$158M
$20.1K ﹤0.01%
1,622
PINE
2937
Alpine Income Property Trust
PINE
$208M
$20.1K ﹤0.01%
1,203
ABSI icon
2938
Absci
ABSI
$381M
$20.1K ﹤0.01%
8,012
RNGR icon
2939
Ranger Energy Services
RNGR
$298M
$20.1K ﹤0.01%
1,416
-183
-11% -$2.6K
FET icon
2940
Forum Energy Technologies
FET
$320M
$20.1K ﹤0.01%
998
AQST icon
2941
Aquestive Therapeutics
AQST
$611M
$20K ﹤0.01%
6,890
OABI icon
2942
OmniAb
OABI
$236M
$20K ﹤0.01%
8,315
-67,376
-89% -$162K
CDXS icon
2943
Codexis
CDXS
$219M
$20K ﹤0.01%
7,349
RLGT icon
2944
Radiant Logistics
RLGT
$307M
$19.9K ﹤0.01%
3,235
MG icon
2945
Mistras Group
MG
$299M
$19.8K ﹤0.01%
1,873
WSBF icon
2946
Waterstone Financial
WSBF
$275M
$19.8K ﹤0.01%
1,471
PHLT
2947
Performant Healthcare, Inc. Common Stock
PHLT
$607M
$19.7K ﹤0.01%
6,664
PKBK icon
2948
Parke Bancorp
PKBK
$266M
$19.7K ﹤0.01%
1,045
DC icon
2949
Dakota Gold
DC
$540M
$19.6K ﹤0.01%
7,395
BYND icon
2950
Beyond Meat
BYND
$205M
$19.6K ﹤0.01%
6,419
-48,966
-88% -$149K