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
VATE icon
2976
INNOVATE Corp
VATE
$70.7M
$39K ﹤0.01%
661
+204
+45% +$12K
LUMO
2977
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$39K ﹤0.01%
601
CSLT
2978
DELISTED
CASTLIGHT HEALTH, INC.
CSLT
$39K ﹤0.01%
9,356
+3,147
+51% +$13.1K
BFYT
2979
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
$39K ﹤0.01%
+1,658
New +$39K
ENT
2980
DELISTED
Global Eagle Entertainment Inc.
ENT
$39K ﹤0.01%
436
NORD
2981
DELISTED
Nord Anglia Education, Inc.
NORD
$39K ﹤0.01%
1,198
+398
+50% +$13K
APPF icon
2982
AppFolio
APPF
$10.3B
$38K ﹤0.01%
1,176
CLFD icon
2983
Clearfield
CLFD
$464M
$38K ﹤0.01%
2,870
IBRX icon
2984
ImmunityBio
IBRX
$2.28B
$37K ﹤0.01%
4,936
+2,313
+88% +$17.3K
SHBI icon
2985
Shore Bancshares
SHBI
$568M
$37K ﹤0.01%
2,284
+329
+17% +$5.33K
LAB icon
2986
Standard BioTools
LAB
$520M
$36K ﹤0.01%
8,781
LIND icon
2987
Lindblad Expeditions
LIND
$767M
$36K ﹤0.01%
3,428
+1,150
+50% +$12.1K
RC
2988
Ready Capital
RC
$720M
$36K ﹤0.01%
+2,434
New +$36K
RLGT icon
2989
Radiant Logistics
RLGT
$304M
$36K ﹤0.01%
6,666
SYRS
2990
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$36K ﹤0.01%
219
+161
+278% +$26.5K
CNBKA
2991
DELISTED
Century Bancorp Inc/Mass
CNBKA
$36K ﹤0.01%
576
ZAGG
2992
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
$36K ﹤0.01%
4,214
STML
2993
DELISTED
Stemline Therapeutics, Inc.
STML
$36K ﹤0.01%
3,951
+1,355
+52% +$12.3K
MFSF
2994
DELISTED
MutualFirst Financial Inc
MFSF
$36K ﹤0.01%
1,014
+147
+17% +$5.22K
BBW icon
2995
Build-A-Bear
BBW
$949M
$35K ﹤0.01%
3,283
CIVB icon
2996
Civista Bancshares
CIVB
$407M
$35K ﹤0.01%
+1,697
New +$35K
CWCO icon
2997
Consolidated Water Co
CWCO
$534M
$35K ﹤0.01%
2,866
DRRX icon
2998
DURECT Corp
DRRX
$60.9M
$35K ﹤0.01%
2,262
NRC icon
2999
National Research Corp
NRC
$363M
$35K ﹤0.01%
1,288
I
3000
DELISTED
INTELSAT S. A.
I
$35K ﹤0.01%
11,500
+3,649
+46% +$11.1K