Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+6.53%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$138B
AUM Growth
+$138B
Cap. Flow
-$2.14B
Cap. Flow %
-1.55%
Top 10 Hldgs %
15.72%
Holding
3,344
New
39
Increased
1,546
Reduced
1,274
Closed
61

Sector Composition

1 Financials 17.16%
2 Technology 15.52%
3 Healthcare 12.53%
4 Consumer Discretionary 9.49%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CFFI icon
3051
C&F Financial
CFFI
$228M
$30K ﹤0.01%
511
CHMG icon
3052
Chemung Financial Corp
CHMG
$258M
$30K ﹤0.01%
633
+173
+38% +$8.2K
EML icon
3053
Eastern Company
EML
$149M
$30K ﹤0.01%
1,143
+342
+43% +$8.98K
IESC icon
3054
IES Holdings
IESC
$6.9B
$30K ﹤0.01%
1,724
+531
+45% +$9.24K
NODK icon
3055
NI Holdings
NODK
$274M
$30K ﹤0.01%
1,748
-536
-23% -$9.2K
ORRF icon
3056
Orrstown Financial Services
ORRF
$678M
$30K ﹤0.01%
1,170
TIPT icon
3057
Tiptree Inc
TIPT
$877M
$30K ﹤0.01%
5,046
+1,452
+40% +$8.63K
UBFO icon
3058
United Security Bancshares
UBFO
$166M
$30K ﹤0.01%
2,720
+826
+44% +$9.11K
UNTY icon
3059
Unity Bancorp
UNTY
$523M
$30K ﹤0.01%
1,541
+444
+40% +$8.64K
UPLD icon
3060
Upland Software
UPLD
$81.4M
$30K ﹤0.01%
1,380
-399
-22% -$8.67K
WEYS icon
3061
Weyco Group
WEYS
$287M
$30K ﹤0.01%
1,000
ARQ icon
3062
Arq
ARQ
$314M
$30K ﹤0.01%
3,099
ZYNE
3063
DELISTED
Zynerba Pharmaceuticals, Inc
ZYNE
$30K ﹤0.01%
2,436
+756
+45% +$9.31K
CCXI
3064
DELISTED
ChemoCentryx, Inc.
CCXI
$30K ﹤0.01%
5,113
FSCT
3065
DELISTED
ForeScout Technologies, Inc. Common Stock
FSCT
$30K ﹤0.01%
+950
New +$30K
HABT
3066
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
$30K ﹤0.01%
3,185
-933
-23% -$8.79K
ASCMA
3067
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
$30K ﹤0.01%
2,600
AMRC icon
3068
Ameresco
AMRC
$1.34B
$29K ﹤0.01%
3,365
BY icon
3069
Byline Bancorp
BY
$1.33B
$29K ﹤0.01%
1,255
NCSM icon
3070
NCS Multistage Holdings
NCSM
$112M
$29K ﹤0.01%
1,943
PCYO icon
3071
Pure Cycle
PCYO
$246M
$29K ﹤0.01%
3,520
+1,176
+50% +$9.69K
PEBK icon
3072
Peoples Bancorp of North Carolina
PEBK
$169M
$29K ﹤0.01%
936
+340
+57% +$10.5K
RGCO icon
3073
RGC Resources
RGCO
$228M
$29K ﹤0.01%
1,084
-336
-24% -$8.99K
IVAC
3074
DELISTED
Intevac Inc
IVAC
$29K ﹤0.01%
4,180
+1,314
+46% +$9.12K
TRVN
3075
DELISTED
Trevena, Inc.
TRVN
$29K ﹤0.01%
17,643