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
+4.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.13B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
463
Increased
2,302
Reduced
421
Closed
50

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.33%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GFI icon
2951
Gold Fields
GFI
$30.9B
$37K ﹤0.01%
12,379
NVEE
2952
DELISTED
NV5 Global
NVEE
$37K ﹤0.01%
+4,484
New +$37K
SPWH icon
2953
Sportsman's Warehouse
SPWH
$132M
$37K ﹤0.01%
+3,971
New +$37K
ORBK
2954
DELISTED
Orbotech Ltd
ORBK
$37K ﹤0.01%
+1,100
New +$37K
WFBI
2955
DELISTED
WashingtonFirst Bankshares Inc
WFBI
$37K ﹤0.01%
+1,262
New +$37K
AXGN icon
2956
Axogen
AXGN
$723M
$36K ﹤0.01%
+4,006
New +$36K
MCHX icon
2957
Marchex
MCHX
$88.8M
$36K ﹤0.01%
13,302
+7,068
+113% +$19.1K
SILC icon
2958
Silicom
SILC
$95.8M
$36K ﹤0.01%
+864
New +$36K
TRU icon
2959
TransUnion
TRU
$17.5B
$36K ﹤0.01%
1,152
+746
+184% +$23.3K
HABT
2960
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
$36K ﹤0.01%
+2,080
New +$36K
CVLG icon
2961
Covenant Logistics
CVLG
$596M
$35K ﹤0.01%
+3,630
New +$35K
KNSL icon
2962
Kinsale Capital Group
KNSL
$10.6B
$35K ﹤0.01%
+1,031
New +$35K
VBTX icon
2963
Veritex Holdings
VBTX
$1.87B
$35K ﹤0.01%
+1,323
New +$35K
VPG icon
2964
Vishay Precision Group
VPG
$388M
$35K ﹤0.01%
+1,846
New +$35K
WNEB icon
2965
Western New England Bancorp
WNEB
$255M
$35K ﹤0.01%
+3,774
New +$35K
CVLY
2966
DELISTED
Codorus Valley Bancorp Inc
CVLY
$35K ﹤0.01%
+1,407
New +$35K
KANG
2967
DELISTED
iKang Healthcare Group, Inc.
KANG
$35K ﹤0.01%
+2,000
New +$35K
DTLK
2968
DELISTED
Datalink Corp
DTLK
$35K ﹤0.01%
+3,080
New +$35K
EMKR
2969
DELISTED
Emcore Corp
EMKR
$35K ﹤0.01%
+401
New +$35K
IWM icon
2970
iShares Russell 2000 ETF
IWM
$67.5B
$34K ﹤0.01%
+250
New +$34K
SFST icon
2971
Southern First Bancshares
SFST
$367M
$34K ﹤0.01%
+935
New +$34K
SMBC icon
2972
Southern Missouri Bancorp
SMBC
$652M
$34K ﹤0.01%
+968
New +$34K
STRS icon
2973
Stratus Properties
STRS
$157M
$34K ﹤0.01%
+1,023
New +$34K
TRUP icon
2974
Trupanion
TRUP
$1.89B
$34K ﹤0.01%
+2,174
New +$34K
VATE icon
2975
INNOVATE Corp
VATE
$73.7M
$34K ﹤0.01%
+568
New +$34K