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
+7.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$380B
AUM Growth
+$26.1B
Cap. Flow
+$4.45B
Cap. Flow %
1.17%
Top 10 Hldgs %
30.42%
Holding
3,448
New
36
Increased
1,596
Reduced
1,180
Closed
43

Top Buys

1
NVDA icon
NVIDIA
NVDA
+$1.79B
2
AAPL icon
Apple
AAPL
+$1.21B
3
MSFT icon
Microsoft
MSFT
+$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ALTG icon
3026
Alta Equipment Group
ALTG
$248M
$21.1K ﹤0.01%
3,127
-7,292
-70% -$49.1K
PROK icon
3027
ProKidney
PROK
$298M
$21K ﹤0.01%
10,925
+3,987
+57% +$7.66K
MRSN icon
3028
Mersana Therapeutics
MRSN
$38.2M
$21K ﹤0.01%
444
JMSB icon
3029
John Marshall Bancorp
JMSB
$290M
$20.9K ﹤0.01%
1,056
ASUR icon
3030
Asure Software
ASUR
$220M
$20.9K ﹤0.01%
2,305
REI icon
3031
Ring Energy
REI
$207M
$20.8K ﹤0.01%
13,020
FRST icon
3032
Primis Financial Corp
FRST
$277M
$20.8K ﹤0.01%
1,710
RLGT icon
3033
Radiant Logistics
RLGT
$297M
$20.8K ﹤0.01%
3,235
APEI icon
3034
American Public Education
APEI
$611M
$20.8K ﹤0.01%
1,409
TBI
3035
Trueblue
TBI
$165M
$20.8K ﹤0.01%
2,632
HRTX icon
3036
Heron Therapeutics
HRTX
$198M
$20.8K ﹤0.01%
10,432
TSBK icon
3037
Timberland Bancorp
TSBK
$275M
$20.7K ﹤0.01%
685
INGN icon
3038
Inogen
INGN
$226M
$20.7K ﹤0.01%
2,134
NKTX icon
3039
Nkarta
NKTX
$145M
$20.6K ﹤0.01%
4,567
LSEA
3040
DELISTED
Landsea Homes
LSEA
$20.5K ﹤0.01%
1,663
TSVT
3041
DELISTED
2seventy bio
TSVT
$20.5K ﹤0.01%
4,345
TPIC
3042
DELISTED
TPI Composites
TPIC
$20.5K ﹤0.01%
4,497
+895
+25% +$4.07K
ENTA icon
3043
Enanta Pharmaceuticals
ENTA
$193M
$20.4K ﹤0.01%
1,968
+279
+17% +$2.89K
RRBI icon
3044
Red River Bancshares
RRBI
$433M
$20.3K ﹤0.01%
391
CMCL icon
3045
Caledonia Mining Corp
CMCL
$588M
$20.3K ﹤0.01%
1,355
CPS icon
3046
Cooper-Standard Automotive
CPS
$671M
$20.1K ﹤0.01%
1,452
NKTR icon
3047
Nektar Therapeutics
NKTR
$912M
$20K ﹤0.01%
1,027
MLP icon
3048
Maui Land & Pineapple Co
MLP
$338M
$20K ﹤0.01%
890
UNTY icon
3049
Unity Bancorp
UNTY
$522M
$20K ﹤0.01%
586
PAL
3050
Proficient Auto Logistics
PAL
$208M
$19.9K ﹤0.01%
+1,403
New +$19.9K