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
-14.36%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$283B
AUM Growth
-$46.2B
Cap. Flow
+$7.52B
Cap. Flow %
2.66%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,979
Reduced
1,148
Closed
276

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CVX
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3
XOM icon
Exxon Mobil
XOM
+$268M
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TSLA icon
Tesla
TSLA
+$208M
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MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TRNS icon
3026
Transcat
TRNS
$705M
$42K ﹤0.01%
744
-8
-1% -$452
CCB icon
3027
Coastal Financial
CCB
$1.69B
$42K ﹤0.01%
1,104
+100
+10% +$3.8K
FEAM icon
3028
5E Advanced Materials
FEAM
$91.6M
$42K ﹤0.01%
+152
New +$42K
SKE
3029
Skeena Resources
SKE
$2.05B
$42K ﹤0.01%
+7,996
New +$42K
TGB
3030
Taseko Mines
TGB
$1.11B
$42K ﹤0.01%
+38,466
New +$42K
AFMD
3031
DELISTED
Affimed
AFMD
$41K ﹤0.01%
1,500
+269
+22% +$7.35K
ARIS icon
3032
Aris Water Solutions
ARIS
$789M
$41K ﹤0.01%
2,430
+692
+40% +$11.7K
FMNB icon
3033
Farmers National Banc Corp
FMNB
$562M
$41K ﹤0.01%
2,736
+271
+11% +$4.06K
MCFT icon
3034
MasterCraft Boat Holdings
MCFT
$366M
$41K ﹤0.01%
1,969
-21
-1% -$437
MUX icon
3035
McEwen Inc.
MUX
$742M
$41K ﹤0.01%
9,247
NVTS icon
3036
Navitas Semiconductor
NVTS
$1.3B
$41K ﹤0.01%
+10,677
New +$41K
TLK icon
3037
Telkom Indonesia
TLK
$19B
$41K ﹤0.01%
1,520
PFHD
3038
DELISTED
Professional Holding Corp. Class A Common stock
PFHD
$41K ﹤0.01%
+2,027
New +$41K
MILE
3039
DELISTED
Metromile, Inc. Common Stock
MILE
$41K ﹤0.01%
44,581
+18,737
+73% +$17.2K
DHX icon
3040
DHI Group
DHX
$143M
$40K ﹤0.01%
+8,088
New +$40K
FBP icon
3041
First Bancorp
FBP
$3.52B
$40K ﹤0.01%
3,064
XXII
3042
22nd Century Group
XXII
$6.39M
0
-$40K
CRTO icon
3043
Criteo
CRTO
$1.18B
$39K ﹤0.01%
1,601
KOF icon
3044
Coca-Cola Femsa
KOF
$17.8B
$39K ﹤0.01%
700
UTMD icon
3045
Utah Medical Products
UTMD
$195M
$39K ﹤0.01%
454
+80
+21% +$6.87K
XERS icon
3046
Xeris Biopharma Holdings
XERS
$1.26B
$39K ﹤0.01%
+25,533
New +$39K
ZETA icon
3047
Zeta Global
ZETA
$4.49B
$39K ﹤0.01%
+8,744
New +$39K
HLTH
3048
DELISTED
Cue Health Inc. Common Stock
HLTH
$39K ﹤0.01%
12,355
+11,003
+814% +$34.7K
BFST icon
3049
Business First Bancshares
BFST
$729M
$38K ﹤0.01%
1,788
+301
+20% +$6.4K
CAN
3050
Canaan Creative
CAN
$384M
$38K ﹤0.01%
11,899