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
+9.03%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.5B
Cap. Flow %
3.18%
Top 10 Hldgs %
21%
Holding
3,799
New
279
Increased
1,358
Reduced
1,588
Closed
324

Sector Composition

1 Technology 24.32%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CYD icon
3051
China Yuchai International
CYD
$1.32B
$37K ﹤0.01%
2,300
IBN icon
3052
ICICI Bank
IBN
$114B
$37K ﹤0.01%
2,137
KOF icon
3053
Coca-Cola Femsa
KOF
$17.6B
$37K ﹤0.01%
700
MCB icon
3054
Metropolitan Bank Holding Corp
MCB
$819M
$37K ﹤0.01%
618
NOTV icon
3055
Inotiv
NOTV
$55.3M
$37K ﹤0.01%
+1,371
New +$37K
NVEC icon
3056
NVE Corp
NVEC
$319M
$37K ﹤0.01%
501
-180
-26% -$13.3K
OPY icon
3057
Oppenheimer Holdings
OPY
$764M
$37K ﹤0.01%
734
WTBA icon
3058
West Bancorporation
WTBA
$340M
$37K ﹤0.01%
1,346
WTI icon
3059
W&T Offshore
WTI
$257M
$37K ﹤0.01%
7,527
-756
-9% -$3.72K
CASA
3060
DELISTED
Casa Systems, Inc. Common Stock
CASA
$37K ﹤0.01%
4,110
-289
-7% -$2.6K
CURO
3061
DELISTED
CURO Group Holdings Corp.
CURO
$37K ﹤0.01%
2,188
+119
+6% +$2.01K
AMSC icon
3062
American Superconductor
AMSC
$2.25B
$36K ﹤0.01%
2,089
-148
-7% -$2.55K
BRY icon
3063
Berry Corp
BRY
$247M
$36K ﹤0.01%
5,316
-1,159
-18% -$7.85K
INVE icon
3064
Identive
INVE
$89.7M
$36K ﹤0.01%
+2,145
New +$36K
SPRO icon
3065
Spero Therapeutics
SPRO
$111M
$36K ﹤0.01%
2,559
+390
+18% +$5.49K
STKL
3066
SunOpta
STKL
$759M
$36K ﹤0.01%
2,915
TMCI icon
3067
Treace Medical Concepts
TMCI
$467M
$36K ﹤0.01%
+1,152
New +$36K
RRD
3068
DELISTED
RR Donnelley & Sons Co.
RRD
$36K ﹤0.01%
+5,655
New +$36K
SOGO
3069
DELISTED
Sogou Inc. American Depositary Shares, each representing one Class A Ordinary Share
SOGO
$36K ﹤0.01%
4,278
ALRS icon
3070
Alerus Financial
ALRS
$575M
$35K ﹤0.01%
1,194
APYX icon
3071
Apyx Medical
APYX
$77.9M
$35K ﹤0.01%
3,360
+782
+30% +$8.15K
ASX icon
3072
ASE Group
ASX
$24.3B
$35K ﹤0.01%
4,323
AXTI icon
3073
AXT Inc
AXTI
$140M
$35K ﹤0.01%
3,158
DSP icon
3074
Viant Technology
DSP
$165M
$35K ﹤0.01%
1,176
+68
+6% +$2.02K
GCMG icon
3075
GCM Grosvenor
GCMG
$678M
$35K ﹤0.01%
+3,339
New +$35K