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
+4.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,756
Closed
140

Sector Composition

1 Technology 16.79%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KVHI icon
2951
KVH Industries
KVHI
$116M
$34K ﹤0.01%
2,500
LASR icon
2952
nLIGHT
LASR
$1.46B
$34K ﹤0.01%
+1,023
New +$34K
NWFL icon
2953
Norwood Financial Corp
NWFL
$248M
$34K ﹤0.01%
935
RAIL icon
2954
FreightCar America
RAIL
$162M
$34K ﹤0.01%
2,027
SLP icon
2955
Simulations Plus
SLP
$289M
$34K ﹤0.01%
1,546
-588
-28% -$12.9K
TSBK icon
2956
Timberland Bancorp
TSBK
$285M
$34K ﹤0.01%
901
-326
-27% -$12.3K
UNB icon
2957
Union Bankshares
UNB
$118M
$34K ﹤0.01%
648
OSG
2958
DELISTED
Overseas Shipholding Group Inc.
OSG
$34K ﹤0.01%
8,741
-632
-7% -$2.46K
XELA
2959
DELISTED
Exela Technologies, Inc. Common Stock
XELA
$34K ﹤0.01%
+1
New +$34K
GPX
2960
DELISTED
GP Strategies Corp.
GPX
$34K ﹤0.01%
1,919
-452
-19% -$8.01K
CBMG
2961
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
$34K ﹤0.01%
+1,728
New +$34K
AVEO
2962
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
$34K ﹤0.01%
+1,512
New +$34K
CBLK
2963
DELISTED
Carbon Black, Inc. Common Stock
CBLK
$34K ﹤0.01%
+1,291
New +$34K
BAS
2964
DELISTED
Basis Energy Services, Inc.
BAS
$34K ﹤0.01%
3,093
+175
+6% +$1.92K
ACTG icon
2965
Acacia Research
ACTG
$314M
$33K ﹤0.01%
7,955
BFIN icon
2966
BankFinancial
BFIN
$154M
$33K ﹤0.01%
1,854
-501
-21% -$8.92K
GRBK icon
2967
Green Brick Partners
GRBK
$3.28B
$33K ﹤0.01%
3,363
-928
-22% -$9.11K
ISTR icon
2968
Investar Holding Corp
ISTR
$226M
$33K ﹤0.01%
1,180
-390
-25% -$10.9K
LPG icon
2969
Dorian LPG
LPG
$1.35B
$33K ﹤0.01%
4,315
+170
+4% +$1.3K
OCUL icon
2970
Ocular Therapeutix
OCUL
$2.22B
$33K ﹤0.01%
4,842
-241
-5% -$1.64K
RUSHB icon
2971
Rush Enterprises Class B
RUSHB
$4.6B
$33K ﹤0.01%
1,676
-610
-27% -$12K
TLYS icon
2972
Tilly's
TLYS
$59.7M
$33K ﹤0.01%
2,165
-131
-6% -$2K
RPT
2973
Rithm Property Trust Inc.
RPT
$125M
$33K ﹤0.01%
2,617
ENZ
2974
DELISTED
Enzo Biochem, Inc.
ENZ
$33K ﹤0.01%
6,364
-1,465
-19% -$7.6K
AGFS
2975
DELISTED
AgroFresh Solutions, Inc. Common Stock
AGFS
$33K ﹤0.01%
4,673
+810
+21% +$5.72K