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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ONEW icon
2976
OneWater Marine
ONEW
$261M
$18.2K ﹤0.01%
1,124
JYNT icon
2977
The Joint Corp
JYNT
$154M
$18K ﹤0.01%
1,440
NVRO
2978
DELISTED
NEVRO CORP.
NVRO
$17.9K ﹤0.01%
3,067
WTI icon
2979
W&T Offshore
WTI
$257M
$17.9K ﹤0.01%
11,543
-610
-5% -$945
FNKO icon
2980
Funko
FNKO
$182M
$17.9K ﹤0.01%
2,603
BLFY icon
2981
Blue Foundry Bancorp
BLFY
$198M
$17.8K ﹤0.01%
1,939
EDIT icon
2982
Editas Medicine
EDIT
$242M
$17.7K ﹤0.01%
15,240
NPCE icon
2983
Neuropace
NPCE
$326M
$17.7K ﹤0.01%
1,440
-68
-5% -$836
CADL icon
2984
Candel Therapeutics
CADL
$263M
$17.5K ﹤0.01%
3,099
+902
+41% +$5.1K
JMSB icon
2985
John Marshall Bancorp
JMSB
$284M
$17.4K ﹤0.01%
1,056
TTSH icon
2986
Tile Shop Holdings
TTSH
$273M
$17.4K ﹤0.01%
2,692
CRDF icon
2987
Cardiff Oncology
CRDF
$136M
$17.4K ﹤0.01%
5,552
+1,728
+45% +$5.43K
NWFL icon
2988
Norwood Financial Corp
NWFL
$245M
$17.4K ﹤0.01%
721
TERN icon
2989
Terns Pharmaceuticals
TERN
$633M
$17.4K ﹤0.01%
6,311
ORN icon
2990
Orion Group Holdings
ORN
$299M
$17.4K ﹤0.01%
3,329
BOOM icon
2991
DMC Global
BOOM
$145M
$17.4K ﹤0.01%
2,062
ARAY icon
2992
Accuray
ARAY
$177M
$17.2K ﹤0.01%
9,591
BKSY icon
2993
BlackSky Technology
BKSY
$684M
$17.2K ﹤0.01%
2,219
SEG
2994
Seaport Entertainment Group Inc.
SEG
$331M
$17.1K ﹤0.01%
795
+78
+11% +$1.68K
HYLN icon
2995
Hyliion Holdings
HYLN
$284M
$17K ﹤0.01%
12,132
XOMA icon
2996
Xoma
XOMA
$452M
$17K ﹤0.01%
852
CIO
2997
City Office REIT
CIO
$280M
$17K ﹤0.01%
3,271
PRTH icon
2998
Priority Technology Holdings
PRTH
$603M
$16.9K ﹤0.01%
2,487
+606
+32% +$4.13K
CMCL icon
2999
Caledonia Mining Corp
CMCL
$639M
$16.9K ﹤0.01%
1,355
HFFG icon
3000
HF Foods Group
HFFG
$177M
$16.9K ﹤0.01%
3,457