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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
XOMA icon
3026
Xoma
XOMA
$427M
$27K ﹤0.01%
672
-49
-7% -$1.97K
SMMF
3027
DELISTED
Summit Financial Group, Inc.
SMMF
$27K ﹤0.01%
1,002
EVLO
3028
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
$27K ﹤0.01%
126
+13
+12% +$2.79K
EBTC
3029
DELISTED
Enterprise Bancorp
EBTC
$26K ﹤0.01%
796
FNLC icon
3030
First Bancorp
FNLC
$305M
$26K ﹤0.01%
896
MVBF icon
3031
MVB Financial
MVBF
$306M
$26K ﹤0.01%
757
-115
-13% -$3.95K
NNBR icon
3032
NN Inc
NNBR
$126M
$26K ﹤0.01%
3,700
RBB icon
3033
RBB Bancorp
RBB
$342M
$26K ﹤0.01%
1,288
-180
-12% -$3.63K
APYX icon
3034
Apyx Medical
APYX
$77.2M
$25K ﹤0.01%
2,578
-552
-18% -$5.35K
ATHA icon
3035
Athira Pharma
ATHA
$15.1M
$25K ﹤0.01%
1,361
BBAR icon
3036
BBVA Argentina
BBAR
$1.91B
$25K ﹤0.01%
9,200
CEPU
3037
Central Puerto
CEPU
$1.33B
$25K ﹤0.01%
11,300
CNTY icon
3038
Century Casinos
CNTY
$79.9M
$25K ﹤0.01%
2,387
GNTY icon
3039
Guaranty Bancshares
GNTY
$558M
$25K ﹤0.01%
680
-1
-0.1% -$37
INNV icon
3040
InnovAge Holding
INNV
$552M
$25K ﹤0.01%
+988
New +$25K
MRUS icon
3041
Merus
MRUS
$5.09B
$25K ﹤0.01%
+1,200
New +$25K
SBLK icon
3042
Star Bulk Carriers
SBLK
$2.23B
$25K ﹤0.01%
1,717
-2,956
-63% -$43K
SGC icon
3043
Superior Group of Companies
SGC
$194M
$25K ﹤0.01%
1,000
NPKI
3044
NPK International Inc.
NPKI
$888M
$25K ﹤0.01%
7,838
-2,772
-26% -$8.84K
SDC
3045
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
$25K ﹤0.01%
2,435
NBEV
3046
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
$25K ﹤0.01%
8,913
-417
-4% -$1.17K
GTYH
3047
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
$25K ﹤0.01%
3,925
TACO
3048
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
$25K ﹤0.01%
2,629
ALGS icon
3049
Aligos Therapeutics
ALGS
$77.1M
$24K ﹤0.01%
42
DSGR icon
3050
Distribution Solutions Group
DSGR
$1.45B
$24K ﹤0.01%
922
-28
-3% -$729