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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FBIO icon
3051
Fortress Biotech
FBIO
$107M
$24K ﹤0.01%
455
-2,516
-85% -$133K
GWRS icon
3052
Global Water Resources
GWRS
$270M
$24K ﹤0.01%
1,461
-115
-7% -$1.89K
INZY
3053
DELISTED
Inozyme Pharma
INZY
$24K ﹤0.01%
1,217
+323
+36% +$6.37K
MCBS icon
3054
MetroCity Bankshares
MCBS
$746M
$24K ﹤0.01%
1,529
MNOV icon
3055
MediciNova
MNOV
$62.8M
$24K ﹤0.01%
4,821
-252
-5% -$1.26K
NXTC icon
3056
NextCure
NXTC
$13.6M
$24K ﹤0.01%
200
-13
-6% -$1.56K
PKOH icon
3057
Park-Ohio Holdings
PKOH
$309M
$24K ﹤0.01%
763
RRBI icon
3058
Red River Bancshares
RRBI
$431M
$24K ﹤0.01%
436
RYI icon
3059
Ryerson Holding
RYI
$709M
$24K ﹤0.01%
1,418
GRTS
3060
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
$24K ﹤0.01%
2,579
-261
-9% -$2.43K
CSTR
3061
DELISTED
CapStar Financial Holdings, Inc
CSTR
$24K ﹤0.01%
1,416
LBC
3062
DELISTED
Luther Burbank Corporation Common Stock
LBC
$24K ﹤0.01%
2,041
ABST
3063
DELISTED
Absolute Software Corporation Common Stock
ABST
$24K ﹤0.01%
1,761
AGTC
3064
DELISTED
Applied Genetic Technologies Corporation
AGTC
$24K ﹤0.01%
4,641
+2,581
+125% +$13.3K
SMED
3065
DELISTED
Sharps Compliance Corp
SMED
$24K ﹤0.01%
1,653
-144
-8% -$2.09K
CALA
3066
DELISTED
Calithera Biosciences, Inc
CALA
$24K ﹤0.01%
486
-14
-3% -$691
RVI
3067
DELISTED
Retail Value Inc. Common Shares
RVI
$24K ﹤0.01%
14,261
-12,942
-48% -$21.8K
RESN
3068
DELISTED
Resonant Inc.
RESN
$24K ﹤0.01%
5,753
-454
-7% -$1.89K
CNBKA
3069
DELISTED
Century Bancorp Inc/Mass
CNBKA
$24K ﹤0.01%
257
-8
-3% -$747
DSSI
3070
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
$24K ﹤0.01%
2,408
FMAO icon
3071
Farmers & Merchants Bancorp
FMAO
$353M
$23K ﹤0.01%
895
FPI
3072
Farmland Partners
FPI
$473M
$23K ﹤0.01%
2,025
-283
-12% -$3.21K
HFFG icon
3073
HF Foods Group
HFFG
$172M
$23K ﹤0.01%
3,137
LMNR icon
3074
Limoneira
LMNR
$284M
$23K ﹤0.01%
1,340
-1,520
-53% -$26.1K
MGIC
3075
Magic Software Enterprises
MGIC
$982M
$23K ﹤0.01%
1,468
-65
-4% -$1.02K