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
+4.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,756
Closed
140

Sector Composition

1 Technology 16.79%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EVBN
3026
DELISTED
Evans Bancorp Inc
EVBN
$30K ﹤0.01%
659
-220
-25% -$10K
CDMO
3027
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$30K ﹤0.01%
+7,562
New +$30K
TTOO
3028
DELISTED
T2 Biosystems, Inc
TTOO
$30K ﹤0.01%
+1
New +$30K
ATHX
3029
DELISTED
Athersys, Inc. Common Stock
ATHX
$30K ﹤0.01%
610
-205
-25% -$10.1K
PTE
3030
DELISTED
PolarityTE, Inc. Common Stock
PTE
$30K ﹤0.01%
+52
New +$30K
PRGX
3031
DELISTED
PRGX Global, Inc.
PRGX
$30K ﹤0.01%
+3,090
New +$30K
AMBR
3032
DELISTED
Amber Road, Inc.
AMBR
$30K ﹤0.01%
3,221
ESTE
3033
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$30K ﹤0.01%
3,379
+301
+10% +$2.67K
BPRN icon
3034
Princeton Bancorp
BPRN
$217M
$29K ﹤0.01%
+868
New +$29K
EWA icon
3035
iShares MSCI Australia ETF
EWA
$1.56B
$29K ﹤0.01%
+1,300
New +$29K
LCNB icon
3036
LCNB Corp
LCNB
$228M
$29K ﹤0.01%
1,493
MCRB icon
3037
Seres Therapeutics
MCRB
$155M
$29K ﹤0.01%
169
PWOD
3038
DELISTED
Penns Woods Bancorp
PWOD
$29K ﹤0.01%
968
-355
-27% -$10.6K
STRS icon
3039
Stratus Properties
STRS
$162M
$29K ﹤0.01%
949
TIPT icon
3040
Tiptree Inc
TIPT
$927M
$29K ﹤0.01%
4,266
-780
-15% -$5.3K
BRG
3041
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
$29K ﹤0.01%
3,214
-988
-24% -$8.92K
BOCH
3042
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$29K ﹤0.01%
2,236
-747
-25% -$9.69K
MFSF
3043
DELISTED
MutualFirst Financial Inc
MFSF
$29K ﹤0.01%
761
-237
-24% -$9.03K
MBTF
3044
DELISTED
MBT Financial Corporation
MBTF
$29K ﹤0.01%
2,680
-926
-26% -$10K
SIFI
3045
DELISTED
SI Financial Group, Inc. NEW MD
SIFI
$29K ﹤0.01%
1,960
+14
+0.7% +$207
REIS
3046
DELISTED
Reis, Inc.
REIS
$29K ﹤0.01%
1,312
-452
-26% -$9.99K
FNBG
3047
DELISTED
FNB Bancorp Common Stock
FNBG
$29K ﹤0.01%
780
-241
-24% -$8.96K
CECO icon
3048
Ceco Environmental
CECO
$1.69B
$28K ﹤0.01%
4,567
FBIZ icon
3049
First Business Financial Services
FBIZ
$434M
$28K ﹤0.01%
1,077
-331
-24% -$8.61K
HBB icon
3050
Hamilton Beach Brands
HBB
$197M
$28K ﹤0.01%
970
-289
-23% -$8.34K