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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EOLS icon
3051
Evolus
EOLS
$486M
$28K ﹤0.01%
1,930
+561
+41% +$8.14K
FCAP icon
3052
First Capital
FCAP
$147M
$28K ﹤0.01%
+552
New +$28K
FDBC icon
3053
Fidelity D&D Bancorp
FDBC
$273M
$28K ﹤0.01%
419
FINV
3054
FinVolution Group
FINV
$1.95B
$28K ﹤0.01%
6,473
ITRN icon
3055
Ituran Location and Control
ITRN
$699M
$28K ﹤0.01%
929
PLPC icon
3056
Preformed Line Products
PLPC
$978M
$28K ﹤0.01%
511
RCKY icon
3057
Rocky Brands
RCKY
$220M
$28K ﹤0.01%
1,016
TLPH icon
3058
Talphera
TLPH
$20.4M
$28K ﹤0.01%
+652
New +$28K
ASTH icon
3059
Astrana Health
ASTH
$1.4B
$28K ﹤0.01%
1,660
+549
+49% +$9.26K
HALL
3060
DELISTED
Hallmark Financial Services, Inc.
HALL
$28K ﹤0.01%
195
SLCT
3061
DELISTED
Select Bancorp, Inc.
SLCT
$28K ﹤0.01%
2,473
PMBC
3062
DELISTED
Pacific Mercantile Bancorp
PMBC
$28K ﹤0.01%
3,403
+981
+41% +$8.07K
PTVCB
3063
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
$28K ﹤0.01%
1,618
RLH
3064
DELISTED
Red Lions Hotel Corporation
RLH
$28K ﹤0.01%
3,981
+1,676
+73% +$11.8K
CLCT
3065
DELISTED
Collectors Universe
CLCT
$28K ﹤0.01%
+1,316
New +$28K
PFNX
3066
DELISTED
Pfenex Inc.
PFNX
$28K ﹤0.01%
4,772
MBTF
3067
DELISTED
MBT Financial Corporation
MBTF
$28K ﹤0.01%
2,680
HIVE
3068
DELISTED
AEROHIVE NETWORKS, INC.
HIVE
$28K ﹤0.01%
6,232
MTL
3069
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$28K ﹤0.01%
13,419
BRT
3070
BRT Apartments
BRT
$295M
$27K ﹤0.01%
1,879
+625
+50% +$8.98K
CLPR
3071
Clipper Realty
CLPR
$70.6M
$27K ﹤0.01%
2,422
EML icon
3072
Eastern Company
EML
$154M
$27K ﹤0.01%
969
FNWB icon
3073
First Northwest Bancorp
FNWB
$63.1M
$27K ﹤0.01%
1,635
FRAF icon
3074
Franklin Financial Services
FRAF
$213M
$27K ﹤0.01%
+718
New +$27K
KALA icon
3075
KALA BIO
KALA
$119M
$27K ﹤0.01%
83
+28
+51% +$9.11K