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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RLGT icon
3026
Radiant Logistics
RLGT
$301M
$30K ﹤0.01%
5,142
-1,423
-22% -$8.3K
RMTI icon
3027
Rockwell Medical
RMTI
$56.8M
$30K ﹤0.01%
653
RUSHB icon
3028
Rush Enterprises Class B
RUSHB
$4.4B
$30K ﹤0.01%
1,676
PFBI
3029
DELISTED
Premier Financial Bancorp
PFBI
$30K ﹤0.01%
1,643
FBM
3030
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
$30K ﹤0.01%
2,368
GCAP
3031
DELISTED
Gain Capital Holdings, Inc.
GCAP
$30K ﹤0.01%
4,573
MBTF
3032
DELISTED
MBT Financial Corporation
MBTF
$30K ﹤0.01%
2,680
REIS
3033
DELISTED
Reis, Inc.
REIS
$30K ﹤0.01%
1,312
ARDX icon
3034
Ardelyx
ARDX
$1.6B
$29K ﹤0.01%
6,583
+1,992
+43% +$8.78K
EWA icon
3035
iShares MSCI Australia ETF
EWA
$1.54B
$29K ﹤0.01%
1,300
FDBC icon
3036
Fidelity D&D Bancorp
FDBC
$260M
$29K ﹤0.01%
419
KRNT icon
3037
Kornit Digital
KRNT
$662M
$29K ﹤0.01%
1,345
+559
+71% +$12.1K
ODC icon
3038
Oil-Dri
ODC
$960M
$29K ﹤0.01%
1,486
PTN
3039
DELISTED
Palatin Technologies
PTN
$29K ﹤0.01%
1,170
RCKY icon
3040
Rocky Brands
RCKY
$216M
$29K ﹤0.01%
1,016
RGCO icon
3041
RGC Resources
RGCO
$227M
$29K ﹤0.01%
1,084
XIFR
3042
XPLR Infrastructure, LP
XIFR
$919M
$29K ﹤0.01%
603
SBOW
3043
DELISTED
SilverBow Resources, Inc.
SBOW
$29K ﹤0.01%
1,080
AGFS
3044
DELISTED
AgroFresh Solutions, Inc. Common Stock
AGFS
$29K ﹤0.01%
4,673
CNBKA
3045
DELISTED
Century Bancorp Inc/Mass
CNBKA
$29K ﹤0.01%
404
RLH
3046
DELISTED
Red Lions Hotel Corporation
RLH
$29K ﹤0.01%
2,305
PYX
3047
DELISTED
Pyxus International, Inc.
PYX
$29K ﹤0.01%
+1,258
New +$29K
WAAS
3048
DELISTED
AquaVenture Holdings Limited
WAAS
$29K ﹤0.01%
1,584
TRK
3049
DELISTED
Speedway Motorsports, Inc.
TRK
$29K ﹤0.01%
1,639
LLEX
3050
DELISTED
Lilis Energy, Inc. Common Stock
LLEX
$29K ﹤0.01%
5,927