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
+9.03%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.5B
Cap. Flow %
3.18%
Top 10 Hldgs %
21%
Holding
3,799
New
279
Increased
1,358
Reduced
1,588
Closed
324

Sector Composition

1 Technology 24.32%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ARCE
3001
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$43K ﹤0.01%
1,397
TLMD
3002
DELISTED
SOC Telemed, Inc. Class A Common Stock
TLMD
$43K ﹤0.01%
+7,591
New +$43K
ITOS
3003
DELISTED
iTeos Therapeutics
ITOS
$42K ﹤0.01%
1,623
-1,100
-40% -$28.5K
UFPT icon
3004
UFP Technologies
UFPT
$1.59B
$42K ﹤0.01%
731
-51
-7% -$2.93K
URGN icon
3005
UroGen Pharma
URGN
$991M
$42K ﹤0.01%
2,789
VRS
3006
DELISTED
Verso Corporation
VRS
$42K ﹤0.01%
2,396
-1,070
-31% -$18.8K
AMRK icon
3007
A-Mark Precious Metals
AMRK
$605M
$41K ﹤0.01%
1,774
+910
+105% +$21K
HOFT icon
3008
Hooker Furnishings Corp
HOFT
$115M
$41K ﹤0.01%
1,185
+250
+27% +$8.65K
STIM icon
3009
Neuronetics
STIM
$223M
$41K ﹤0.01%
+2,574
New +$41K
SVM
3010
Silvercorp Metals
SVM
$1.09B
$41K ﹤0.01%
7,400
TGS icon
3011
Transportadora de Gas del Sur
TGS
$3.21B
$41K ﹤0.01%
8,800
-15,432
-64% -$71.9K
TOON icon
3012
Kartoon Studios
TOON
$37.4M
$41K ﹤0.01%
+2,253
New +$41K
VSEC icon
3013
VSE Corp
VSEC
$3.46B
$41K ﹤0.01%
837
+54
+7% +$2.65K
CSSE
3014
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
$41K ﹤0.01%
+999
New +$41K
SURF
3015
DELISTED
Surface Oncology, Inc. Common Stock
SURF
$41K ﹤0.01%
+5,409
New +$41K
ACBI
3016
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
$41K ﹤0.01%
1,623
AHT
3017
Ashford Hospitality Trust
AHT
$37.9M
$40K ﹤0.01%
+88
New +$40K
ALNT icon
3018
Allient
ALNT
$775M
$40K ﹤0.01%
1,168
-74
-6% -$2.53K
DNN icon
3019
Denison Mines
DNN
$2.14B
$40K ﹤0.01%
+33,100
New +$40K
EWTX icon
3020
Edgewise Therapeutics
EWTX
$1.57B
$40K ﹤0.01%
+1,865
New +$40K
FBRX icon
3021
Forte Biosciences
FBRX
$138M
$40K ﹤0.01%
+48
New +$40K
IMDX
3022
Insight Molecular Diagnostics Inc. Common Stock
IMDX
$71.3M
$40K ﹤0.01%
345
-49
-12% -$5.68K
RNAC icon
3023
Cartesian Therapeutics
RNAC
$265M
$40K ﹤0.01%
317
+89
+39% +$11.2K
ATHX
3024
DELISTED
Athersys, Inc. Common Stock
ATHX
$40K ﹤0.01%
1,130
APTS
3025
DELISTED
Preferred Apartment Communities, Inc.
APTS
$40K ﹤0.01%
4,068
+244
+6% +$2.4K