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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LSEA
3026
DELISTED
Landsea Homes
LSEA
$16.1K ﹤0.01%
2,510
+847
+51% +$5.44K
PKOH icon
3027
Park-Ohio Holdings
PKOH
$309M
$16.1K ﹤0.01%
744
IAUX
3028
i-80 Gold Corp
IAUX
$762M
$16.1K ﹤0.01%
27,118
RGCO icon
3029
RGC Resources
RGCO
$225M
$16K ﹤0.01%
765
QUAD icon
3030
Quad
QUAD
$333M
$15.9K ﹤0.01%
2,914
OVLY icon
3031
Oak Valley Bancorp
OVLY
$244M
$15.8K ﹤0.01%
634
FVR
3032
FrontView REIT, Inc.
FVR
$280M
$15.7K ﹤0.01%
1,224
MLP icon
3033
Maui Land & Pineapple Co
MLP
$370M
$15.6K ﹤0.01%
890
RMNI icon
3034
Rimini Street
RMNI
$417M
$15.6K ﹤0.01%
4,492
FVCB icon
3035
FVCBankcorp
FVCB
$240M
$15.6K ﹤0.01%
1,478
JAKK icon
3036
Jakks Pacific
JAKK
$199M
$15.6K ﹤0.01%
633
BARK icon
3037
BARK
BARK
$150M
$15.6K ﹤0.01%
11,206
PVBC icon
3038
Provident Bancorp
PVBC
$226M
$15.5K ﹤0.01%
1,349
NATR icon
3039
Nature's Sunshine
NATR
$299M
$15.4K ﹤0.01%
1,231
SSP icon
3040
E.W. Scripps
SSP
$257M
$15.3K ﹤0.01%
5,160
FULC icon
3041
Fulcrum Therapeutics
FULC
$379M
$15.2K ﹤0.01%
5,288
-1,232
-19% -$3.55K
INGN icon
3042
Inogen
INGN
$231M
$15.2K ﹤0.01%
2,134
PANL icon
3043
Pangaea Logistics
PANL
$359M
$15.2K ﹤0.01%
3,191
RNAC icon
3044
Cartesian Therapeutics
RNAC
$252M
$15.2K ﹤0.01%
1,150
OLMA icon
3045
Olema Pharmaceuticals
OLMA
$533M
$15.1K ﹤0.01%
4,005
-25,711
-87% -$96.7K
CHMG icon
3046
Chemung Financial Corp
CHMG
$252M
$15K ﹤0.01%
316
ESSA
3047
DELISTED
ESSA Bancorp
ESSA
$15K ﹤0.01%
795
REI icon
3048
Ring Energy
REI
$219M
$15K ﹤0.01%
13,020
FENC icon
3049
Fennec Pharmaceuticals
FENC
$244M
$15K ﹤0.01%
2,451
FSP
3050
Franklin Street Properties
FSP
$174M
$14.9K ﹤0.01%
8,381