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
+7.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$380B
AUM Growth
+$26.1B
Cap. Flow
+$4.45B
Cap. Flow %
1.17%
Top 10 Hldgs %
30.42%
Holding
3,448
New
36
Increased
1,596
Reduced
1,180
Closed
43

Top Buys

1
NVDA icon
NVIDIA
NVDA
+$1.79B
2
AAPL icon
Apple
AAPL
+$1.21B
3
MSFT icon
Microsoft
MSFT
+$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HRTG icon
2976
Heritage Insurance Holdings
HRTG
$694M
$24K ﹤0.01%
1,963
SERA icon
2977
Sera Prognostics
SERA
$121M
$23.9K ﹤0.01%
3,069
UP icon
2978
Wheels Up
UP
$1.5B
$23.9K ﹤0.01%
9,941
TRAK icon
2979
ReposiTrak
TRAK
$300M
$23.9K ﹤0.01%
1,292
RCKY icon
2980
Rocky Brands
RCKY
$214M
$23.8K ﹤0.01%
746
+121
+19% +$3.86K
LE icon
2981
Lands' End
LE
$478M
$23.7K ﹤0.01%
1,375
FLIC
2982
DELISTED
First of Long Island Corp
FLIC
$23.7K ﹤0.01%
1,844
BWB icon
2983
Bridgewater Bancshares
BWB
$453M
$23.7K ﹤0.01%
1,674
ALDX icon
2984
Aldeyra Therapeutics
ALDX
$333M
$23.7K ﹤0.01%
4,397
+280
+7% +$1.51K
AMPY icon
2985
Amplify Energy
AMPY
$157M
$23.6K ﹤0.01%
3,621
ONON icon
2986
On Holding
ONON
$14.1B
$23.6K ﹤0.01%
+471
New +$23.6K
AIP icon
2987
Arteris
AIP
$362M
$23.5K ﹤0.01%
3,049
AVNW icon
2988
Aviat Networks
AVNW
$290M
$23.5K ﹤0.01%
1,088
+149
+16% +$3.22K
WOW icon
2989
WideOpenWest
WOW
$440M
$23.4K ﹤0.01%
4,458
PKE icon
2990
Park Aerospace
PKE
$372M
$23.4K ﹤0.01%
1,795
QTTB icon
2991
Q32 Bio
QTTB
$21.3M
$23.3K ﹤0.01%
523
FULC icon
2992
Fulcrum Therapeutics
FULC
$385M
$23.3K ﹤0.01%
6,520
+520
+9% +$1.86K
EOSE icon
2993
Eos Energy Enterprises
EOSE
$1.94B
$23.3K ﹤0.01%
7,835
BCML icon
2994
BayCom
BCML
$327M
$23.2K ﹤0.01%
979
SFIX icon
2995
Stitch Fix
SFIX
$756M
$23.2K ﹤0.01%
8,234
GNTY icon
2996
Guaranty Bancshares
GNTY
$553M
$23.1K ﹤0.01%
673
NATH icon
2997
Nathan's Famous
NATH
$430M
$23.1K ﹤0.01%
286
PANL icon
2998
Pangaea Logistics
PANL
$352M
$23.1K ﹤0.01%
3,191
COFS icon
2999
Choiceone Financial
COFS
$456M
$23K ﹤0.01%
743
+146
+24% +$4.51K
LIF
3000
Life360
LIF
$7.44B
$23K ﹤0.01%
+583
New +$23K