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
+12.71%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$322B
AUM Growth
+$35.2B
Cap. Flow
+$2.36B
Cap. Flow %
0.73%
Top 10 Hldgs %
26.34%
Holding
3,426
New
15
Increased
1,304
Reduced
1,475
Closed
47

Sector Composition

1 Technology 29.63%
2 Healthcare 12.35%
3 Financials 12.25%
4 Consumer Discretionary 9.98%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FRST icon
3001
Primis Financial Corp
FRST
$277M
$21.6K ﹤0.01%
1,710
TSBK icon
3002
Timberland Bancorp
TSBK
$273M
$21.6K ﹤0.01%
685
LINC icon
3003
Lincoln Educational Services
LINC
$616M
$21.5K ﹤0.01%
2,145
RYAM icon
3004
Rayonier Advanced Materials
RYAM
$379M
$21.5K ﹤0.01%
5,309
-602
-10% -$2.44K
RLGT icon
3005
Radiant Logistics
RLGT
$305M
$21.5K ﹤0.01%
3,235
STRO icon
3006
Sutro Biopharma
STRO
$86.5M
$21.3K ﹤0.01%
4,960
MVBF icon
3007
MVB Financial
MVBF
$308M
$21.3K ﹤0.01%
943
DOUG icon
3008
Douglas Elliman
DOUG
$235M
$21.1K ﹤0.01%
7,138
+870
+14% +$2.57K
NXDT
3009
NexPoint Diversified Real Estate Trust
NXDT
$180M
$21K ﹤0.01%
2,642
+30
+1% +$239
FVCB icon
3010
FVCBankcorp
FVCB
$244M
$21K ﹤0.01%
1,478
WLDN icon
3011
Willdan Group
WLDN
$1.51B
$21K ﹤0.01%
976
DXLG icon
3012
Destination XL Group
DXLG
$71.7M
$21K ﹤0.01%
4,762
-491
-9% -$2.16K
FDBC icon
3013
Fidelity D&D Bancorp
FDBC
$261M
$20.9K ﹤0.01%
361
WSBF icon
3014
Waterstone Financial
WSBF
$277M
$20.9K ﹤0.01%
1,471
CWBC
3015
Community West Bancshares
CWBC
$405M
$20.8K ﹤0.01%
930
SFST icon
3016
Southern First Bancshares
SFST
$371M
$20.8K ﹤0.01%
560
-176
-24% -$6.53K
MOND
3017
DELISTED
Mondee Holdings, Inc. Class A Common Stock
MOND
$20.7K ﹤0.01%
7,509
PINE
3018
Alpine Income Property Trust
PINE
$215M
$20.7K ﹤0.01%
1,224
INFU icon
3019
InfuSystem Holdings
INFU
$217M
$20.7K ﹤0.01%
1,960
-197
-9% -$2.08K
PSTX
3020
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$20.6K ﹤0.01%
6,140
-411
-6% -$1.38K
SSBK
3021
DELISTED
Southern States Bancshares
SSBK
$20.6K ﹤0.01%
704
PRTS icon
3022
CarParts.com
PRTS
$60.7M
$20.6K ﹤0.01%
6,522
ARIS icon
3023
Aris Water Solutions
ARIS
$786M
$20.6K ﹤0.01%
2,456
AURA icon
3024
Aura Biosciences
AURA
$399M
$20.6K ﹤0.01%
2,322
MASS icon
3025
908 Devices
MASS
$198M
$20.4K ﹤0.01%
1,821
-294
-14% -$3.3K