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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NDLS icon
3001
Noodles & Co
NDLS
$31.1M
$29K ﹤0.01%
2,825
-2,265
-44% -$23.3K
OPY icon
3002
Oppenheimer Holdings
OPY
$764M
$29K ﹤0.01%
734
-93
-11% -$3.67K
ASAP
3003
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$29K ﹤0.01%
489
-1,805
-79% -$107K
ACTG icon
3004
Acacia Research
ACTG
$309M
$28K ﹤0.01%
4,203
-4,994
-54% -$33.3K
ARTNA icon
3005
Artesian Resources
ARTNA
$342M
$28K ﹤0.01%
709
-9,785
-93% -$386K
BWB icon
3006
Bridgewater Bancshares
BWB
$453M
$28K ﹤0.01%
1,715
-246
-13% -$4.02K
CARE icon
3007
Carter Bankshares
CARE
$450M
$28K ﹤0.01%
2,002
CCNE icon
3008
CNB Financial Corp
CCNE
$763M
$28K ﹤0.01%
1,154
-156
-12% -$3.79K
CIVB icon
3009
Civista Bancshares
CIVB
$406M
$28K ﹤0.01%
1,226
-174
-12% -$3.97K
CZNC icon
3010
Citizens & Northern Corp
CZNC
$311M
$28K ﹤0.01%
1,182
EOLS icon
3011
Evolus
EOLS
$478M
$28K ﹤0.01%
2,136
+144
+7% +$1.89K
FBP icon
3012
First Bancorp
FBP
$3.49B
$28K ﹤0.01%
+2,473
New +$28K
SGU icon
3013
Star Group
SGU
$389M
$28K ﹤0.01%
2,645
ITI
3014
DELISTED
Iteris, Inc.
ITI
$28K ﹤0.01%
4,539
-375
-8% -$2.31K
SUMO
3015
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
$28K ﹤0.01%
1,491
-2,736
-65% -$51.4K
CPLG
3016
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
$28K ﹤0.01%
3,058
-5,951
-66% -$54.5K
AMNB
3017
DELISTED
American National Bankshares Inc
AMNB
$28K ﹤0.01%
832
-111
-12% -$3.74K
CMCT
3018
Creative Media & Community Trust
CMCT
$5.38M
$27K ﹤0.01%
9
+3
+50% +$9K
DGICA icon
3019
Donegal Group Class A
DGICA
$704M
$27K ﹤0.01%
1,825
DNTH icon
3020
Dianthus Therapeutics
DNTH
$1.14B
$27K ﹤0.01%
141
-12
-8% -$2.3K
DYN icon
3021
Dyne Therapeutics
DYN
$1.88B
$27K ﹤0.01%
1,716
+239
+16% +$3.76K
IPI icon
3022
Intrepid Potash
IPI
$380M
$27K ﹤0.01%
843
ITIC icon
3023
Investors Title Co
ITIC
$469M
$27K ﹤0.01%
163
+39
+31% +$6.46K
SFST icon
3024
Southern First Bancshares
SFST
$365M
$27K ﹤0.01%
567
-75
-12% -$3.57K
SMBK icon
3025
SmartFinancial
SMBK
$626M
$27K ﹤0.01%
1,241