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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PDSB icon
2951
PDS Biotechnology
PDSB
$55M
$42K ﹤0.01%
203
RM icon
2952
Regional Management Corp
RM
$424M
$42K ﹤0.01%
1,795
SND icon
2953
Smart Sand
SND
$76.7M
$42K ﹤0.01%
4,794
+1,407
+42% +$12.3K
VPG icon
2954
Vishay Precision Group
VPG
$398M
$42K ﹤0.01%
2,426
+564
+30% +$9.76K
WTI icon
2955
W&T Offshore
WTI
$260M
$42K ﹤0.01%
21,000
+11,799
+128% +$23.6K
RBNC
2956
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$42K ﹤0.01%
+1,734
New +$42K
LKM
2957
DELISTED
Link Motion Inc.
LKM
$42K ﹤0.01%
12,350
CDZI icon
2958
Cadiz
CDZI
$303M
$41K ﹤0.01%
+3,034
New +$41K
KODK icon
2959
Kodak
KODK
$467M
$41K ﹤0.01%
4,507
USLM icon
2960
United States Lime & Minerals
USLM
$3.51B
$41K ﹤0.01%
2,595
EPE
2961
DELISTED
EP Energy Corporation
EPE
$41K ﹤0.01%
11,209
ORM
2962
DELISTED
Owens Realty Mortgage, Inc.
ORM
$41K ﹤0.01%
2,416
BOJA
2963
DELISTED
Bojangles', Inc. Common Stock
BOJA
$41K ﹤0.01%
2,550
+1,204
+89% +$19.4K
AVHI
2964
DELISTED
A V Homes, Inc.
AVHI
$41K ﹤0.01%
2,082
AC
2965
DELISTED
Associated Capital Group
AC
$40K ﹤0.01%
1,172
JOUT icon
2966
Johnson Outdoors
JOUT
$431M
$40K ﹤0.01%
839
VNET
2967
VNET Group
VNET
$2.24B
$40K ﹤0.01%
7,900
FRTA
2968
DELISTED
Forterra, Inc
FRTA
$40K ﹤0.01%
4,929
FBM
2969
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
$40K ﹤0.01%
3,119
+1,184
+61% +$15.2K
HCOM
2970
DELISTED
Hawaiian Telcom Holdco, Inc
HCOM
$40K ﹤0.01%
1,571
ASCMA
2971
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
$40K ﹤0.01%
2,600
ALTO icon
2972
Alto Ingredients
ALTO
$88.2M
$39K ﹤0.01%
6,296
+1,950
+45% +$12.1K
ARDX icon
2973
Ardelyx
ARDX
$1.59B
$39K ﹤0.01%
7,559
RILY icon
2974
B. Riley Financial
RILY
$156M
$39K ﹤0.01%
2,115
+756
+56% +$13.9K
TCMD icon
2975
Tactile Systems Technology
TCMD
$300M
$39K ﹤0.01%
1,349
+895
+197% +$25.9K