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
+4.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,756
Closed
140

Sector Composition

1 Technology 16.79%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KIDS icon
3001
OrthoPediatrics
KIDS
$510M
$31K ﹤0.01%
1,145
+346
+43% +$9.37K
LCTX icon
3002
Lineage Cell Therapeutics
LCTX
$295M
$31K ﹤0.01%
17,418
+231
+1% +$411
NWPX icon
3003
NWPX Infrastructure, Inc. Common Stock
NWPX
$515M
$31K ﹤0.01%
1,598
+1
+0.1% +$19
ODC icon
3004
Oil-Dri
ODC
$970M
$31K ﹤0.01%
1,486
-490
-25% -$10.2K
SGC icon
3005
Superior Group of Companies
SGC
$196M
$31K ﹤0.01%
1,498
+81
+6% +$1.68K
SPWH icon
3006
Sportsman's Warehouse
SPWH
$118M
$31K ﹤0.01%
6,108
+26
+0.4% +$132
UFPT icon
3007
UFP Technologies
UFPT
$1.55B
$31K ﹤0.01%
1,011
UNTY icon
3008
Unity Bancorp
UNTY
$533M
$31K ﹤0.01%
1,351
-190
-12% -$4.36K
SBT
3009
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
$31K ﹤0.01%
2,355
-58,143
-96% -$765K
SBOW
3010
DELISTED
SilverBow Resources, Inc.
SBOW
$31K ﹤0.01%
1,080
-321
-23% -$9.21K
CURO
3011
DELISTED
CURO Group Holdings Corp.
CURO
$31K ﹤0.01%
1,255
NPTN
3012
DELISTED
NEOPHOTONICS CORP
NPTN
$31K ﹤0.01%
5,025
-1,462
-23% -$9.02K
CNBKA
3013
DELISTED
Century Bancorp Inc/Mass
CNBKA
$31K ﹤0.01%
404
-105
-21% -$8.06K
PFBI
3014
DELISTED
Premier Financial Bancorp
PFBI
$31K ﹤0.01%
1,643
-657
-29% -$12.4K
ARA
3015
DELISTED
American Renal Associates Holdings, Inc
ARA
$31K ﹤0.01%
1,955
+88
+5% +$1.4K
INAP
3016
DELISTED
Internap Corporation
INAP
$31K ﹤0.01%
2,937
-832
-22% -$8.78K
LLEX
3017
DELISTED
Lilis Energy, Inc. Common Stock
LLEX
$31K ﹤0.01%
5,927
-2,463
-29% -$12.9K
CWCO icon
3018
Consolidated Water Co
CWCO
$534M
$30K ﹤0.01%
2,292
FSBW icon
3019
FS Bancorp
FSBW
$321M
$30K ﹤0.01%
+948
New +$30K
ORRF icon
3020
Orrstown Financial Services
ORRF
$690M
$30K ﹤0.01%
1,170
OVBC icon
3021
Ohio Valley Banc Corp
OVBC
$174M
$30K ﹤0.01%
568
-232
-29% -$12.3K
PAR icon
3022
PAR Technology
PAR
$1.86B
$30K ﹤0.01%
+1,683
New +$30K
RCKY icon
3023
Rocky Brands
RCKY
$220M
$30K ﹤0.01%
+1,016
New +$30K
ULH icon
3024
Universal Logistics Holdings
ULH
$663M
$30K ﹤0.01%
1,155
-385
-25% -$10K
YRD
3025
Yiren Digital
YRD
$518M
$30K ﹤0.01%
1,425