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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CURO
3026
DELISTED
CURO Group Holdings Corp.
CURO
$30K ﹤0.01%
2,880
+1,114
+63% +$11.6K
PHAS
3027
DELISTED
PhaseBio Pharmaceuticals, Inc. Common Stock
PHAS
$30K ﹤0.01%
+2,283
New +$30K
PBIP
3028
DELISTED
Prudential Bancorp, Inc.
PBIP
$30K ﹤0.01%
1,687
+477
+39% +$8.48K
IIN
3029
DELISTED
IntriCon Corporation
IIN
$30K ﹤0.01%
1,272
GSKY
3030
DELISTED
GreenSky, Inc. Class A Common Stock
GSKY
$30K ﹤0.01%
+2,610
New +$30K
HBMD
3031
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$30K ﹤0.01%
1,949
PFBI
3032
DELISTED
Premier Financial Bancorp
PFBI
$30K ﹤0.01%
2,023
TPCO
3033
DELISTED
Tribune Publishing Company Common Stock
TPCO
$30K ﹤0.01%
3,756
MSL
3034
DELISTED
Midsouth Bancorp, Inc.
MSL
$30K ﹤0.01%
2,499
QIWI
3035
DELISTED
QIWI PLC
QIWI
$30K ﹤0.01%
1,533
-2,267
-60% -$44.4K
IHC
3036
DELISTED
Independence Holding Company
IHC
$30K ﹤0.01%
772
GSH
3037
DELISTED
Guangshen Railway Co. Ltd
GSH
$30K ﹤0.01%
1,789
LJPC
3038
DELISTED
La Jolla Pharmaceutical Company
LJPC
$30K ﹤0.01%
3,196
-381
-11% -$3.58K
BCBP icon
3039
BCB Bancorp
BCBP
$149M
$29K ﹤0.01%
2,281
FTK icon
3040
Flotek Industries
FTK
$331M
$29K ﹤0.01%
1,472
GORO icon
3041
Gold Resource Corp
GORO
$106M
$29K ﹤0.01%
8,614
MEIP icon
3042
MEI Pharma
MEIP
$101M
$29K ﹤0.01%
+572
New +$29K
MPB icon
3043
Mid Penn Bancorp
MPB
$691M
$29K ﹤0.01%
1,178
+473
+67% +$11.6K
NODK icon
3044
NI Holdings
NODK
$275M
$29K ﹤0.01%
1,622
OCUL icon
3045
Ocular Therapeutix
OCUL
$2.27B
$29K ﹤0.01%
6,677
REPL icon
3046
Replimune Group
REPL
$468M
$29K ﹤0.01%
2,044
RMTI icon
3047
Rockwell Medical
RMTI
$56.8M
$29K ﹤0.01%
888
+235
+36% +$7.68K
TRNS icon
3048
Transcat
TRNS
$705M
$29K ﹤0.01%
+1,114
New +$29K
GPX
3049
DELISTED
GP Strategies Corp.
GPX
$29K ﹤0.01%
1,919
AOSL icon
3050
Alpha and Omega Semiconductor
AOSL
$858M
$28K ﹤0.01%
2,972