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
-0.59%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$131B
AUM Growth
-$7.14B
Cap. Flow
-$4.79B
Cap. Flow %
-3.66%
Top 10 Hldgs %
15.56%
Holding
3,334
New
51
Increased
1,273
Reduced
1,618
Closed
54

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TTPH
3001
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$29K ﹤0.01%
479
-175
-27% -$10.6K
WAAS
3002
DELISTED
AquaVenture Holdings Limited
WAAS
$29K ﹤0.01%
2,324
– –
CVRS
3003
DELISTED
CORINDUS VASCULAR ROBOTICS, INC
CVRS
$29K ﹤0.01%
21,513
+7,031
+49% +$9.48K
AMBR
3004
DELISTED
Amber Road, Inc.
AMBR
$29K ﹤0.01%
3,221
-943
-23% -$8.49K
SPA
3005
DELISTED
Sparton
SPA
$29K ﹤0.01%
1,645
-427
-21% -$7.53K
MEET
3006
DELISTED
The Meet Group, Inc. Common Stock
MEET
$29K ﹤0.01%
13,733
-5,183
-27% -$10.9K
AC
3007
DELISTED
Associated Capital Group
AC
$28K ﹤0.01%
757
-464
-38% -$17.2K
ACTG icon
3008
Acacia Research
ACTG
$306M
$28K ﹤0.01%
7,955
-3,160
-28% -$11.1K
DLTH icon
3009
Duluth Holdings
DLTH
$134M
$28K ﹤0.01%
1,499
-1,266
-46% -$23.6K
LCNB icon
3010
LCNB Corp
LCNB
$225M
$28K ﹤0.01%
1,493
– –
MBIN icon
3011
Merchants Bancorp
MBIN
$1.44B
$28K ﹤0.01%
1,931
– –
NWFL icon
3012
Norwood Financial Corp
NWFL
$244M
$28K ﹤0.01%
935
– –
NWPX icon
3013
NWPX Infrastructure, Inc. Common Stock
NWPX
$495M
$28K ﹤0.01%
1,597
– –
ORRF icon
3014
Orrstown Financial Services
ORRF
$685M
$28K ﹤0.01%
1,170
– –
RGCO icon
3015
RGC Resources
RGCO
$229M
$28K ﹤0.01%
1,084
– –
XIN
3016
DELISTED
Xinyuan Real Estate
XIN
$28K ﹤0.01%
526
– –
VIA
3017
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$28K ﹤0.01%
470
-194
-29% -$11.6K
AGFS
3018
DELISTED
AgroFresh Solutions, Inc. Common Stock
AGFS
$28K ﹤0.01%
3,863
– –
HMTV
3019
DELISTED
Hemisphere Media Group, Inc.
HMTV
$28K ﹤0.01%
2,485
– –
HABT
3020
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
$28K ﹤0.01%
3,185
– –
TRCB
3021
DELISTED
Two River Bancorp
TRCB
$28K ﹤0.01%
1,526
– –
SIFI
3022
DELISTED
SI Financial Group, Inc. NEW MD
SIFI
$28K ﹤0.01%
1,946
– –
ORM
3023
DELISTED
Owens Realty Mortgage, Inc.
ORM
$28K ﹤0.01%
1,952
-1,037
-35% -$14.9K
VDTH
3024
DELISTED
Videocon d2h Limited
VDTH
$28K ﹤0.01%
3,400
-3,800
-53% -$31.3K
CFFI icon
3025
C&F Financial
CFFI
$230M
$27K ﹤0.01%
511
– –