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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IDYA icon
3001
IDEAYA Biosciences
IDYA
$2.2B
$18K ﹤0.01%
1,441
-173
-11% -$2.16K
OPY icon
3002
Oppenheimer Holdings
OPY
$743M
$18K ﹤0.01%
827
-438
-35% -$9.53K
QUAD icon
3003
Quad
QUAD
$327M
$18K ﹤0.01%
5,725
-953
-14% -$3K
RLGT icon
3004
Radiant Logistics
RLGT
$297M
$18K ﹤0.01%
3,461
-1,708
-33% -$8.88K
RNAC icon
3005
Cartesian Therapeutics
RNAC
$257M
$18K ﹤0.01%
239
-89
-27% -$6.7K
UEC icon
3006
Uranium Energy
UEC
$5.69B
$18K ﹤0.01%
18,548
-5,632
-23% -$5.47K
ULH icon
3007
Universal Logistics Holdings
ULH
$626M
$18K ﹤0.01%
877
-379
-30% -$7.78K
UTI icon
3008
Universal Technical Institute
UTI
$1.47B
$18K ﹤0.01%
3,564
-1,073
-23% -$5.42K
QTT
3009
DELISTED
Qutoutiao Inc. American Depositary Shares
QTT
$18K ﹤0.01%
830
BRG
3010
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
$18K ﹤0.01%
2,396
-917
-28% -$6.89K
KIN
3011
DELISTED
Kindred Biosciences, Inc.
KIN
$18K ﹤0.01%
4,262
-1,838
-30% -$7.76K
ANH
3012
DELISTED
Anworth Mortgage Asset Corporation
ANH
$18K ﹤0.01%
11,128
-4,275
-28% -$6.92K
PRVL
3013
DELISTED
Prevail Therapeutics Inc. Common Stock
PRVL
$18K ﹤0.01%
1,793
-487
-21% -$4.89K
ADMA icon
3014
ADMA Biologics
ADMA
$3.8B
$17K ﹤0.01%
7,063
-3,397
-32% -$8.18K
CVLG icon
3015
Covenant Logistics
CVLG
$571M
$17K ﹤0.01%
1,948
-1,266
-39% -$11K
CYCN icon
3016
Cyclerion Therapeutics
CYCN
$7.98M
$17K ﹤0.01%
136
-36
-21% -$4.5K
DNTH icon
3017
Dianthus Therapeutics
DNTH
$1.18B
$17K ﹤0.01%
153
-14
-8% -$1.56K
DYAI icon
3018
Dyadic International
DYAI
$35.9M
$17K ﹤0.01%
2,295
-755
-25% -$5.59K
EBTC
3019
DELISTED
Enterprise Bancorp
EBTC
$17K ﹤0.01%
796
-388
-33% -$8.29K
ESCA icon
3020
Escalade
ESCA
$174M
$17K ﹤0.01%
911
-555
-38% -$10.4K
FDBC icon
3021
Fidelity D&D Bancorp
FDBC
$259M
$17K ﹤0.01%
348
-153
-31% -$7.47K
GWRS icon
3022
Global Water Resources
GWRS
$266M
$17K ﹤0.01%
1,576
-424
-21% -$4.57K
HBCP icon
3023
Home Bancorp
HBCP
$439M
$17K ﹤0.01%
686
-323
-32% -$8K
KALV icon
3024
KalVista Pharmaceuticals
KALV
$777M
$17K ﹤0.01%
1,318
-418
-24% -$5.39K
MCB icon
3025
Metropolitan Bank Holding Corp
MCB
$818M
$17K ﹤0.01%
618
-309
-33% -$8.5K