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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PTGX icon
3001
Protagonist Therapeutics
PTGX
$3.71B
$31K ﹤0.01%
+2,530
New +$31K
RVSB icon
3002
Riverview Bancorp
RVSB
$104M
$31K ﹤0.01%
3,610
SHBI icon
3003
Shore Bancshares
SHBI
$575M
$31K ﹤0.01%
1,916
ULH icon
3004
Universal Logistics Holdings
ULH
$666M
$31K ﹤0.01%
1,398
CVLY
3005
DELISTED
Codorus Valley Bancorp Inc
CVLY
$31K ﹤0.01%
1,421
TREC
3006
DELISTED
Trecora Resources
TREC
$31K ﹤0.01%
3,260
MSON
3007
DELISTED
Misonix Inc
MSON
$31K ﹤0.01%
+1,222
New +$31K
ZAGG
3008
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
$31K ﹤0.01%
4,395
PKD
3009
DELISTED
Parker Drilling Company
PKD
$31K ﹤0.01%
+1,547
New +$31K
ALOT icon
3010
AstroNova
ALOT
$77.3M
$30K ﹤0.01%
+1,154
New +$30K
ASPS icon
3011
Altisource Portfolio Solutions
ASPS
$125M
$30K ﹤0.01%
188
-127
-40% -$20.3K
BXC icon
3012
BlueLinx
BXC
$652M
$30K ﹤0.01%
1,496
CCRD icon
3013
CoreCard
CCRD
$213M
$30K ﹤0.01%
+1,134
New +$30K
CHMG icon
3014
Chemung Financial Corp
CHMG
$252M
$30K ﹤0.01%
620
CRMD icon
3015
CorMedix
CRMD
$976M
$30K ﹤0.01%
+3,935
New +$30K
EGAN icon
3016
eGain
EGAN
$219M
$30K ﹤0.01%
3,661
+1,024
+39% +$8.39K
EXPI icon
3017
eXp World Holdings
EXPI
$1.79B
$30K ﹤0.01%
+5,350
New +$30K
GHM icon
3018
Graham Corp
GHM
$543M
$30K ﹤0.01%
1,502
MVBF icon
3019
MVB Financial
MVBF
$307M
$30K ﹤0.01%
1,745
+479
+38% +$8.24K
ROAD icon
3020
Construction Partners
ROAD
$7.01B
$30K ﹤0.01%
+1,997
New +$30K
SYRE icon
3021
Spyre Therapeutics
SYRE
$978M
$30K ﹤0.01%
186
+50
+37% +$8.07K
TWIN icon
3022
Twin Disc
TWIN
$186M
$30K ﹤0.01%
1,972
+582
+42% +$8.85K
UNTY icon
3023
Unity Bancorp
UNTY
$532M
$30K ﹤0.01%
1,319
SCTL
3024
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
$30K ﹤0.01%
3,449
DSKE
3025
DELISTED
Daseke, Inc. Common Stock
DSKE
$30K ﹤0.01%
8,249
+2,186
+36% +$7.95K