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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ALDX icon
2976
Aldeyra Therapeutics
ALDX
$338M
$33K ﹤0.01%
2,360
DQ
2977
Daqo New Energy
DQ
$1.82B
$33K ﹤0.01%
+6,370
New +$33K
KVHI icon
2978
KVH Industries
KVHI
$115M
$33K ﹤0.01%
2,500
LPG icon
2979
Dorian LPG
LPG
$1.33B
$33K ﹤0.01%
4,161
-154
-4% -$1.22K
OCUL icon
2980
Ocular Therapeutix
OCUL
$2.27B
$33K ﹤0.01%
4,842
OFLX icon
2981
Omega Flex
OFLX
$339M
$33K ﹤0.01%
463
PCB icon
2982
PCB Bancorp
PCB
$308M
$33K ﹤0.01%
+1,731
New +$33K
RAIL icon
2983
FreightCar America
RAIL
$160M
$33K ﹤0.01%
2,027
SYBX icon
2984
Synlogic
SYBX
$17.5M
$33K ﹤0.01%
153
TBNK
2985
DELISTED
Territorial Bancorp Inc.
TBNK
$33K ﹤0.01%
1,125
BCBP icon
2986
BCB Bancorp
BCBP
$150M
$32K ﹤0.01%
2,281
+571
+33% +$8.01K
CWCO icon
2987
Consolidated Water Co
CWCO
$523M
$32K ﹤0.01%
2,292
EBR.B icon
2988
Eletrobras Preferred Shares
EBR.B
$20.1B
$32K ﹤0.01%
7,029
-5,059
-42% -$23K
ELP icon
2989
Copel
ELP
$6.87B
$32K ﹤0.01%
15,003
FLXS icon
2990
Flexsteel Industries
FLXS
$257M
$32K ﹤0.01%
1,066
FPI
2991
Farmland Partners
FPI
$473M
$32K ﹤0.01%
4,777
FRBA icon
2992
First Bank
FRBA
$417M
$32K ﹤0.01%
2,467
FSTR icon
2993
Foster
FSTR
$289M
$32K ﹤0.01%
1,556
ISTR icon
2994
Investar Holding Corp
ISTR
$226M
$32K ﹤0.01%
1,180
MITK icon
2995
Mitek Systems
MITK
$460M
$32K ﹤0.01%
4,601
NWPX icon
2996
NWPX Infrastructure, Inc. Common Stock
NWPX
$504M
$32K ﹤0.01%
1,598
STGW icon
2997
Stagwell
STGW
$1.42B
$32K ﹤0.01%
7,770
TWIN icon
2998
Twin Disc
TWIN
$185M
$32K ﹤0.01%
1,390
ATHX
2999
DELISTED
Athersys, Inc. Common Stock
ATHX
$32K ﹤0.01%
610
PTE
3000
DELISTED
PolarityTE, Inc. Common Stock
PTE
$32K ﹤0.01%
68
+16
+31% +$7.53K