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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VERU icon
3051
Veru
VERU
$49.4M
$16K ﹤0.01%
623
-187
-23% -$4.8K
WHG icon
3052
Westwood Holdings Group
WHG
$162M
$16K ﹤0.01%
1,452
-373
-20% -$4.11K
SEI
3053
Solaris Energy Infrastructure, Inc.
SEI
$1.11B
$16K ﹤0.01%
2,530
-1,568
-38% -$9.92K
NBSE
3054
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$16K ﹤0.01%
109
-33
-23% -$4.84K
CURO
3055
DELISTED
CURO Group Holdings Corp.
CURO
$16K ﹤0.01%
2,279
-864
-27% -$6.07K
USX
3056
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
$16K ﹤0.01%
1,954
-939
-32% -$7.69K
PCSB
3057
DELISTED
PCSB Financial Corporation
PCSB
$16K ﹤0.01%
1,312
-573
-30% -$6.99K
FNHC
3058
DELISTED
FedNat Holding Company Common Stock
FNHC
$16K ﹤0.01%
2,555
-426
-14% -$2.67K
NBEV
3059
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
$16K ﹤0.01%
9,330
-3,602
-28% -$6.18K
KLDO
3060
DELISTED
Kaleido Biosciences, Inc. Common Stock
KLDO
$16K ﹤0.01%
1,405
-102
-7% -$1.16K
CSPR
3061
DELISTED
Casper Sleep Inc.
CSPR
$16K ﹤0.01%
2,232
+1,014
+83% +$7.27K
MRLN
3062
DELISTED
Marlin Business Services Corp
MRLN
$16K ﹤0.01%
2,260
-403
-15% -$2.85K
XONE
3063
DELISTED
The ExOne Company
XONE
$16K ﹤0.01%
1,297
-425
-25% -$5.24K
AMRK icon
3064
A-Mark Precious Metals
AMRK
$602M
$15K ﹤0.01%
864
-350
-29% -$6.08K
AMWL icon
3065
American Well
AMWL
$112M
$15K ﹤0.01%
+25
New +$15K
APYX icon
3066
Apyx Medical
APYX
$77.9M
$15K ﹤0.01%
3,130
-1,434
-31% -$6.87K
BSGM icon
3067
BioSig Technologies, Inc. Common Stock
BSGM
$145M
$15K ﹤0.01%
296
-53
-15% -$2.69K
COFS icon
3068
Choiceone Financial
COFS
$461M
$15K ﹤0.01%
601
-266
-31% -$6.64K
ETON icon
3069
Eton Pharmaceutcials
ETON
$477M
$15K ﹤0.01%
1,838
-551
-23% -$4.5K
FPI
3070
Farmland Partners
FPI
$471M
$15K ﹤0.01%
2,308
-1,364
-37% -$8.87K
FRST icon
3071
Primis Financial Corp
FRST
$275M
$15K ﹤0.01%
1,759
-850
-33% -$7.25K
GAN
3072
DELISTED
GAN Ltd
GAN
$15K ﹤0.01%
872
-274
-24% -$4.71K
GNTY icon
3073
Guaranty Bancshares
GNTY
$561M
$15K ﹤0.01%
681
-503
-42% -$11.1K
HOOK
3074
DELISTED
HOOKIPA Pharma
HOOK
$15K ﹤0.01%
153
-48
-24% -$4.71K
LCNB icon
3075
LCNB Corp
LCNB
$227M
$15K ﹤0.01%
1,077
-534
-33% -$7.44K