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
-0.59%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$131B
AUM Growth
-$7.14B
Cap. Flow
-$4.79B
Cap. Flow %
-3.66%
Top 10 Hldgs %
15.56%
Holding
3,334
New
51
Increased
1,273
Reduced
1,618
Closed
54

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NC icon
3051
NACCO Industries
NC
$294M
$25K ﹤0.01%
755
-457
-38% -$15.1K
NCSM icon
3052
NCS Multistage Holdings
NCSM
$115M
$25K ﹤0.01%
82
-15
-15% -$4.57K
RNAC icon
3053
Cartesian Therapeutics
RNAC
$265M
$25K ﹤0.01%
80
-31
-28% -$9.69K
SND icon
3054
Smart Sand
SND
$76.7M
$25K ﹤0.01%
4,265
-1,604
-27% -$9.4K
SPWH icon
3055
Sportsman's Warehouse
SPWH
$122M
$25K ﹤0.01%
6,082
VHI icon
3056
Valhi
VHI
$463M
$25K ﹤0.01%
343
ATNX
3057
DELISTED
Athenex, Inc. Common Stock
ATNX
$25K ﹤0.01%
75
-26
-26% -$8.67K
HBP
3058
DELISTED
Huttig Building Products, Inc.
HBP
$25K ﹤0.01%
4,787
ODT
3059
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
$25K ﹤0.01%
+1,177
New +$25K
JAX
3060
DELISTED
J. Alexander's Holdings, Inc.
JAX
$25K ﹤0.01%
2,151
-1,754
-45% -$20.4K
SFS
3061
DELISTED
Smart & Final Stores, Inc.
SFS
$25K ﹤0.01%
4,498
-1,803
-29% -$10K
HCOM
3062
DELISTED
Hawaiian Telcom Holdco, Inc
HCOM
$25K ﹤0.01%
942
-531
-36% -$14.1K
KEG
3063
DELISTED
Key Energy Services, Inc. Common Stock
KEG
$25K ﹤0.01%
2,118
+621
+41% +$7.33K
PLSE icon
3064
Pulse Biosciences
PLSE
$1.01B
$24K ﹤0.01%
1,741
-578
-25% -$7.97K
RYI icon
3065
Ryerson Holding
RYI
$736M
$24K ﹤0.01%
2,979
-1,201
-29% -$9.68K
ITI
3066
DELISTED
Iteris, Inc.
ITI
$24K ﹤0.01%
4,776
FRTA
3067
DELISTED
Forterra, Inc
FRTA
$24K ﹤0.01%
2,852
-1,211
-30% -$10.2K
ICBK
3068
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$24K ﹤0.01%
838
NWHM
3069
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$24K ﹤0.01%
2,159
SHLO
3070
DELISTED
Shiloh Industries Inc
SHLO
$24K ﹤0.01%
2,808
GST
3071
DELISTED
Gastar Exploration Inc.
GST
$24K ﹤0.01%
34,607
FOGO
3072
DELISTED
Fogo de Chao, Inc. Common Stock
FOGO
$24K ﹤0.01%
1,500
EMKR
3073
DELISTED
Emcore Corp
EMKR
$24K ﹤0.01%
422
-238
-36% -$13.5K
CLFD icon
3074
Clearfield
CLFD
$464M
$23K ﹤0.01%
1,750
-544
-24% -$7.15K
FBIO icon
3075
Fortress Biotech
FBIO
$107M
$23K ﹤0.01%
333