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
IBEX icon
2951
IBEX
IBEX
$556M
$19.6K ﹤0.01%
803
OPFI icon
2952
OppFi
OPFI
$312M
$19.5K ﹤0.01%
2,100
-72
-3% -$670
INSE icon
2953
Inspired Entertainment
INSE
$253M
$19.4K ﹤0.01%
2,272
-103
-4% -$880
MBI icon
2954
MBIA
MBI
$393M
$19.3K ﹤0.01%
3,868
ILPT
2955
Industrial Logistics Properties Trust
ILPT
$424M
$19.2K ﹤0.01%
5,594
BWFG icon
2956
Bankwell Financial Group
BWFG
$359M
$19.2K ﹤0.01%
637
LFMD icon
2957
LifeMD
LFMD
$275M
$19.2K ﹤0.01%
3,530
SPIR icon
2958
Spire Global
SPIR
$307M
$19.1K ﹤0.01%
2,367
ONIT
2959
Onity Group Inc.
ONIT
$367M
$19.1K ﹤0.01%
592
MCHB
2960
Mechanics Bancorp Class A Common Stock
MCHB
$3.03B
$19K ﹤0.01%
1,617
KRT icon
2961
Karat Packaging
KRT
$481M
$19K ﹤0.01%
715
EB icon
2962
Eventbrite
EB
$262M
$18.9K ﹤0.01%
8,962
OPRX icon
2963
OptimizeRx
OPRX
$322M
$18.9K ﹤0.01%
2,181
ATNI icon
2964
ATN International
ATNI
$238M
$18.8K ﹤0.01%
927
TG icon
2965
Tredegar Corp
TG
$279M
$18.8K ﹤0.01%
2,438
DENN icon
2966
Denny's
DENN
$264M
$18.8K ﹤0.01%
5,107
KLTR icon
2967
Kaltura
KLTR
$266M
$18.7K ﹤0.01%
9,967
SB icon
2968
Safe Bulkers
SB
$466M
$18.7K ﹤0.01%
5,065
-849
-14% -$3.13K
MEI icon
2969
Methode Electronics
MEI
$287M
$18.7K ﹤0.01%
2,926
MITT
2970
AG Mortgage Investment Trust
MITT
$244M
$18.7K ﹤0.01%
2,557
HSHP
2971
Himalaya Shipping
HSHP
$396M
$18.7K ﹤0.01%
3,404
-41
-1% -$225
FDBC icon
2972
Fidelity D&D Bancorp
FDBC
$267M
$18.5K ﹤0.01%
445
GETY icon
2973
Getty Images
GETY
$809M
$18.5K ﹤0.01%
10,723
CMBT
2974
CMB.TECH NV
CMBT
$2.8B
$18.2K ﹤0.01%
2,032
USCB icon
2975
USCB Financial Holdings
USCB
$349M
$18.2K ﹤0.01%
980