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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RBNC
2976
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$20K ﹤0.01%
1,382
-592
-30% -$8.57K
GPX
2977
DELISTED
GP Strategies Corp.
GPX
$20K ﹤0.01%
2,115
-359
-15% -$3.4K
AMNB
2978
DELISTED
American National Bankshares Inc
AMNB
$20K ﹤0.01%
943
-346
-27% -$7.34K
ATOM icon
2979
Atomera
ATOM
$101M
$19K ﹤0.01%
1,802
-562
-24% -$5.93K
BRY icon
2980
Berry Corp
BRY
$251M
$19K ﹤0.01%
5,964
-2,276
-28% -$7.25K
BWB icon
2981
Bridgewater Bancshares
BWB
$452M
$19K ﹤0.01%
1,961
-996
-34% -$9.65K
CMCL icon
2982
Caledonia Mining Corp
CMCL
$597M
$19K ﹤0.01%
1,120
-439
-28% -$7.45K
CZNC icon
2983
Citizens & Northern Corp
CZNC
$308M
$19K ﹤0.01%
1,182
-508
-30% -$8.17K
EVC icon
2984
Entravision Communication
EVC
$215M
$19K ﹤0.01%
12,178
-2,677
-18% -$4.18K
FNLC icon
2985
First Bancorp
FNLC
$304M
$19K ﹤0.01%
896
-460
-34% -$9.75K
FRHC icon
2986
Freedom Holding
FRHC
$10.1B
$19K ﹤0.01%
+780
New +$19K
NNBR icon
2987
NN Inc
NNBR
$121M
$19K ﹤0.01%
3,700
-1,828
-33% -$9.39K
OSBC icon
2988
Old Second Bancorp
OSBC
$963M
$19K ﹤0.01%
2,542
-1,291
-34% -$9.65K
RGCO icon
2989
RGC Resources
RGCO
$227M
$19K ﹤0.01%
802
-322
-29% -$7.63K
RRBI icon
2990
Red River Bancshares
RRBI
$431M
$19K ﹤0.01%
436
-182
-29% -$7.93K
SSL icon
2991
Sasol
SSL
$4.54B
$19K ﹤0.01%
2,484
CASA
2992
DELISTED
Casa Systems, Inc. Common Stock
CASA
$19K ﹤0.01%
4,715
-1,038
-18% -$4.18K
SCU
2993
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$19K ﹤0.01%
1,603
-614
-28% -$7.28K
KDNY
2994
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
$19K ﹤0.01%
1,556
-424
-21% -$5.18K
SRGA
2995
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$19K ﹤0.01%
359
-82
-19% -$4.34K
AMAL icon
2996
Amalgamated Financial
AMAL
$857M
$18K ﹤0.01%
1,776
-663
-27% -$6.72K
ASX icon
2997
ASE Group
ASX
$24.6B
$18K ﹤0.01%
4,323
BOC icon
2998
Boston Omaha
BOC
$421M
$18K ﹤0.01%
1,148
-235
-17% -$3.69K
CIVB icon
2999
Civista Bancshares
CIVB
$407M
$18K ﹤0.01%
1,400
-627
-31% -$8.06K
FMAO icon
3000
Farmers & Merchants Bancorp
FMAO
$353M
$18K ﹤0.01%
895
-301
-25% -$6.05K