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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MEC icon
3001
Mayville Engineering Co
MEC
$289M
$16.9K ﹤0.01%
1,260
LFCR icon
3002
Lifecore Biomedical
LFCR
$281M
$16.9K ﹤0.01%
2,401
+550
+30% +$3.87K
VALE icon
3003
Vale
VALE
$45.5B
$16.9K ﹤0.01%
1,694
GRDN
3004
Guardian Pharmacy Services, Inc.
GRDN
$1.88B
$16.9K ﹤0.01%
791
MDWD icon
3005
MediWound
MDWD
$194M
$16.8K ﹤0.01%
1,085
+201
+23% +$3.12K
PCB icon
3006
PCB Bancorp
PCB
$308M
$16.8K ﹤0.01%
900
MBCN icon
3007
Middlefield Banc Corp
MBCN
$245M
$16.8K ﹤0.01%
600
FRST icon
3008
Primis Financial Corp
FRST
$269M
$16.7K ﹤0.01%
1,710
ALLO icon
3009
Allogene Therapeutics
ALLO
$251M
$16.7K ﹤0.01%
11,440
-100,795
-90% -$147K
GLUE icon
3010
Monte Rosa Therapeutics
GLUE
$297M
$16.7K ﹤0.01%
3,597
ALCO icon
3011
Alico
ALCO
$260M
$16.7K ﹤0.01%
558
BRT
3012
BRT Apartments
BRT
$290M
$16.6K ﹤0.01%
979
ACDC icon
3013
ProFrac Holding
ACDC
$671M
$16.6K ﹤0.01%
2,188
SSTI icon
3014
SoundThinking
SSTI
$160M
$16.6K ﹤0.01%
977
UTMD icon
3015
Utah Medical Products
UTMD
$200M
$16.5K ﹤0.01%
295
TDUP icon
3016
ThredUp
TDUP
$1.28B
$16.5K ﹤0.01%
6,825
CMPX icon
3017
Compass Therapeutics
CMPX
$613M
$16.5K ﹤0.01%
8,648
-1,523
-15% -$2.9K
BBNX
3018
Beta Bionics, Inc. Common Stock
BBNX
$1.15B
$16.4K ﹤0.01%
+1,337
New +$16.4K
MVBF icon
3019
MVB Financial
MVBF
$305M
$16.3K ﹤0.01%
943
SLRN
3020
DELISTED
ACELYRIN
SLRN
$16.3K ﹤0.01%
6,625
HIMX
3021
Himax Technologies
HIMX
$1.44B
$16.3K ﹤0.01%
2,214
PAL
3022
Proficient Auto Logistics
PAL
$195M
$16.3K ﹤0.01%
1,943
+540
+38% +$4.52K
SKYH icon
3023
Sky Harbour Group
SKYH
$341M
$16.2K ﹤0.01%
1,247
PGEN icon
3024
Precigen
PGEN
$1.13B
$16.2K ﹤0.01%
10,918
VABK icon
3025
Virginia National Bankshares
VABK
$221M
$16.2K ﹤0.01%
449