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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TIS
3001
DELISTED
Orchids Paper Products, Inc.
TIS
$35K ﹤0.01%
2,624
PLPM
3002
DELISTED
Planet Payment, Inc
PLPM
$35K ﹤0.01%
10,584
BATRA icon
3003
Atlanta Braves Holdings Series A
BATRA
$2.85B
$34K ﹤0.01%
1,435
RNAC icon
3004
Cartesian Therapeutics
RNAC
$261M
$34K ﹤0.01%
58
+39
+205% +$22.9K
RUSHB icon
3005
Rush Enterprises Class B
RUSHB
$4.45B
$34K ﹤0.01%
2,072
TTGT icon
3006
TechTarget
TTGT
$403M
$34K ﹤0.01%
3,307
+1,138
+52% +$11.7K
WLDN icon
3007
Willdan Group
WLDN
$1.45B
$34K ﹤0.01%
+1,115
New +$34K
CCN
3008
DELISTED
CardConnect Corp.
CCN
$34K ﹤0.01%
+2,234
New +$34K
ALNT icon
3009
Allient
ALNT
$767M
$33K ﹤0.01%
1,838
+624
+51% +$11.2K
CLPR
3010
Clipper Realty
CLPR
$70.7M
$33K ﹤0.01%
+2,693
New +$33K
CTLP icon
3011
Cantaloupe
CTLP
$795M
$33K ﹤0.01%
6,295
KREF
3012
KKR Real Estate Finance Trust
KREF
$645M
$33K ﹤0.01%
+1,549
New +$33K
SPWH icon
3013
Sportsman's Warehouse
SPWH
$110M
$33K ﹤0.01%
6,082
+2,147
+55% +$11.6K
PFBI
3014
DELISTED
Premier Financial Bancorp
PFBI
$33K ﹤0.01%
2,018
+303
+18% +$4.96K
ENTL
3015
DELISTED
Entellus Medical, Inc. Common Stock
ENTL
$33K ﹤0.01%
1,980
+769
+64% +$12.8K
GIC icon
3016
Global Industrial
GIC
$1.44B
$32K ﹤0.01%
1,692
+799
+89% +$15.1K
QMCO icon
3017
Quantum Corp
QMCO
$109M
$32K ﹤0.01%
+208
New +$32K
RICK icon
3018
RCI Hospitality Holdings
RICK
$296M
$32K ﹤0.01%
+1,332
New +$32K
UEC icon
3019
Uranium Energy
UEC
$5.59B
$32K ﹤0.01%
+19,870
New +$32K
VYGR icon
3020
Voyager Therapeutics
VYGR
$230M
$32K ﹤0.01%
3,514
IVAC
3021
DELISTED
Intevac Inc
IVAC
$32K ﹤0.01%
+2,866
New +$32K
DSKE
3022
DELISTED
Daseke, Inc. Common Stock
DSKE
$32K ﹤0.01%
+2,899
New +$32K
CLDR
3023
DELISTED
Cloudera, Inc.
CLDR
$32K ﹤0.01%
+2,025
New +$32K
NEOS
3024
DELISTED
Neos Therapeutics, Inc
NEOS
$32K ﹤0.01%
4,523
CLCT
3025
DELISTED
Collectors Universe
CLCT
$32K ﹤0.01%
1,287