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
EVI icon
2976
EVI Industries
EVI
$351M
$32K ﹤0.01%
828
+217
+36% +$8.39K
FBIZ icon
2977
First Business Financial Services
FBIZ
$430M
$32K ﹤0.01%
1,374
FSBW icon
2978
FS Bancorp
FSBW
$317M
$32K ﹤0.01%
1,226
INSG icon
2979
Inseego
INSG
$202M
$32K ﹤0.01%
+735
New +$32K
LAND
2980
Gladstone Land Corp
LAND
$322M
$32K ﹤0.01%
2,772
+785
+40% +$9.06K
MESA icon
2981
Mesa Air Group
MESA
$58.2M
$32K ﹤0.01%
3,470
+1,916
+123% +$17.7K
NVAX icon
2982
Novavax
NVAX
$1.31B
$32K ﹤0.01%
5,142
+1,423
+38% +$8.86K
OPRX icon
2983
OptimizeRx
OPRX
$341M
$32K ﹤0.01%
+1,997
New +$32K
TMDX icon
2984
Transmedics
TMDX
$4.01B
$32K ﹤0.01%
+1,093
New +$32K
WLFC icon
2985
Willis Lease Finance
WLFC
$1.14B
$32K ﹤0.01%
556
EVBN
2986
DELISTED
Evans Bancorp Inc
EVBN
$32K ﹤0.01%
892
+233
+35% +$8.36K
MRNS
2987
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
$32K ﹤0.01%
2,014
ESXB
2988
DELISTED
Community Bankers Trust Corporation
ESXB
$32K ﹤0.01%
4,124
+1,043
+34% +$8.09K
CHMA
2989
DELISTED
Chiasma, Inc. Common Stock
CHMA
$32K ﹤0.01%
+4,349
New +$32K
SBBX
2990
DELISTED
SB One Bancorp Common Stock
SBBX
$32K ﹤0.01%
1,432
+359
+33% +$8.02K
ALEC icon
2991
Alector
ALEC
$290M
$31K ﹤0.01%
1,637
+681
+71% +$12.9K
AMSC icon
2992
American Superconductor
AMSC
$2.46B
$31K ﹤0.01%
+3,501
New +$31K
ESQ icon
2993
Esquire Financial Holdings
ESQ
$833M
$31K ﹤0.01%
1,223
+326
+36% +$8.26K
FOR icon
2994
Forestar Group
FOR
$1.44B
$31K ﹤0.01%
1,571
IMXI icon
2995
International Money Express
IMXI
$429M
$31K ﹤0.01%
+2,181
New +$31K
KNTK icon
2996
Kinetik
KNTK
$2.6B
$31K ﹤0.01%
+827
New +$31K
NBN icon
2997
Northeast Bank
NBN
$939M
$31K ﹤0.01%
1,230
OOMA icon
2998
Ooma
OOMA
$349M
$31K ﹤0.01%
2,939
PCYO icon
2999
Pure Cycle
PCYO
$277M
$31K ﹤0.01%
2,941
PHX
3000
DELISTED
PHX Minerals
PHX
$31K ﹤0.01%
2,361