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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
INBK icon
2951
First Internet Bancorp
INBK
$211M
$34K ﹤0.01%
1,679
NGS icon
2952
Natural Gas Services Group
NGS
$334M
$34K ﹤0.01%
2,066
SGC icon
2953
Superior Group of Companies
SGC
$193M
$34K ﹤0.01%
1,976
+478
+32% +$8.23K
NESR
2954
National Energy Services Reunited Corp. Ordinary Shares
NESR
$1.02B
$34K ﹤0.01%
+3,947
New +$34K
PVLA
2955
Palvella Therapeutics, Inc. Common Stock
PVLA
$664M
$34K ﹤0.01%
97
HLG
2956
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
$34K ﹤0.01%
589
CBMG
2957
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
$34K ﹤0.01%
2,278
+550
+32% +$8.21K
SAFE
2958
DELISTED
Safehold Inc.
SAFE
$34K ﹤0.01%
1,138
APYX icon
2959
Apyx Medical
APYX
$76.8M
$33K ﹤0.01%
+5,551
New +$33K
BGSF icon
2960
BGSF Inc
BGSF
$72.5M
$33K ﹤0.01%
1,735
+441
+34% +$8.39K
CTSO icon
2961
Cytosorbents Corp
CTSO
$61.2M
$33K ﹤0.01%
5,023
CWCO icon
2962
Consolidated Water Co
CWCO
$530M
$33K ﹤0.01%
2,292
DLTH icon
2963
Duluth Holdings
DLTH
$133M
$33K ﹤0.01%
2,401
+600
+33% +$8.25K
NWFL icon
2964
Norwood Financial Corp
NWFL
$248M
$33K ﹤0.01%
935
SGRY icon
2965
Surgery Partners
SGRY
$2.82B
$33K ﹤0.01%
4,103
+1,008
+33% +$8.11K
SNDX icon
2966
Syndax Pharmaceuticals
SNDX
$1.39B
$33K ﹤0.01%
3,513
+948
+37% +$8.91K
HEXO
2967
DELISTED
HEXO Corp. Common Shares
HEXO
$33K ﹤0.01%
109
QTNT
2968
DELISTED
Quotient Limited Ordinary Shares
QTNT
$33K ﹤0.01%
+87
New +$33K
MRLN
2969
DELISTED
Marlin Business Services Corp
MRLN
$33K ﹤0.01%
1,424
BOCH
2970
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$33K ﹤0.01%
3,057
+821
+37% +$8.86K
IOTS
2971
DELISTED
Adesto Technologies Corporation Common Stock
IOTS
$33K ﹤0.01%
3,995
MFSF
2972
DELISTED
MutualFirst Financial Inc
MFSF
$33K ﹤0.01%
970
FTSV
2973
DELISTED
Forty Seven, Inc. Common Stock
FTSV
$33K ﹤0.01%
3,120
+741
+31% +$7.84K
HABT
2974
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
$33K ﹤0.01%
3,185
DHX icon
2975
DHI Group
DHX
$141M
$32K ﹤0.01%
+8,449
New +$32K