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
+9.13%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$307B
AUM Growth
+$27.8B
Cap. Flow
+$7.47B
Cap. Flow %
2.43%
Top 10 Hldgs %
25.83%
Holding
3,624
New
248
Increased
1,958
Reduced
995
Closed
217

Top Buys

1
MSFT icon
Microsoft
MSFT
+$438M
2
TSLA icon
Tesla
TSLA
+$419M
3
AAPL icon
Apple
AAPL
+$419M
4
AMZN icon
Amazon
AMZN
+$344M
5
AVGO icon
Broadcom
AVGO
+$204M

Sector Composition

1 Technology 28.76%
2 Healthcare 13.34%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
OLMA icon
3051
Olema Pharmaceuticals
OLMA
$536M
$23.3K ﹤0.01%
+2,580
New +$23.3K
JMSB icon
3052
John Marshall Bancorp
JMSB
$286M
$23.3K ﹤0.01%
1,159
FISI icon
3053
Financial Institutions
FISI
$548M
$23.3K ﹤0.01%
1,478
RRBI icon
3054
Red River Bancshares
RRBI
$431M
$23.2K ﹤0.01%
472
+46
+11% +$2.26K
BRT
3055
BRT Apartments
BRT
$290M
$23.2K ﹤0.01%
1,170
EVEX icon
3056
Eve Holding
EVEX
$1.11B
$23.1K ﹤0.01%
+2,210
New +$23.1K
BIG
3057
DELISTED
Big Lots, Inc.
BIG
$23.1K ﹤0.01%
2,611
-64,994
-96% -$574K
FNLC icon
3058
First Bancorp
FNLC
$304M
$23.1K ﹤0.01%
947
LMB icon
3059
Limbach Holdings
LMB
$1.2B
$23K ﹤0.01%
+932
New +$23K
API
3060
Agora
API
$337M
$23K ﹤0.01%
7,337
EYPT icon
3061
EyePoint Pharmaceuticals
EYPT
$934M
$22.9K ﹤0.01%
2,642
KOD icon
3062
Kodiak Sciences
KOD
$513M
$22.9K ﹤0.01%
3,316
-3,114
-48% -$21.5K
BLFY icon
3063
Blue Foundry Bancorp
BLFY
$200M
$22.9K ﹤0.01%
2,261
ASUR icon
3064
Asure Software
ASUR
$219M
$22.8K ﹤0.01%
+1,876
New +$22.8K
BRCC icon
3065
BRC Inc
BRCC
$174M
$22.8K ﹤0.01%
4,414
-114
-3% -$588
BSRR icon
3066
Sierra Bancorp
BSRR
$408M
$22.8K ﹤0.01%
1,342
VALE icon
3067
Vale
VALE
$44.8B
$22.7K ﹤0.01%
1,694
-852,899
-100% -$11.4M
CVII
3068
DELISTED
Churchill Capital Corp VII Class A Common Stock
CVII
$22.7K ﹤0.01%
+2,196
New +$22.7K
GCBC icon
3069
Greene County Bancorp
GCBC
$384M
$22.6K ﹤0.01%
760
-66
-8% -$1.97K
WLDN icon
3070
Willdan Group
WLDN
$1.48B
$22.6K ﹤0.01%
1,181
-26
-2% -$498
CARM icon
3071
Carisma Therapeutics
CARM
$16.4M
$22.5K ﹤0.01%
+2,567
New +$22.5K
SRTA
3072
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$326M
$22.5K ﹤0.01%
5,711
-1,992
-26% -$7.85K
CMAX
3073
DELISTED
CareMax, Inc. Class A Common Stock
CMAX
$22.3K ﹤0.01%
239
-34
-12% -$3.18K
CLMB icon
3074
Climb Global Solutions
CLMB
$586M
$22.3K ﹤0.01%
+466
New +$22.3K
SMMF
3075
DELISTED
Summit Financial Group, Inc.
SMMF
$22.3K ﹤0.01%
1,079
+6
+0.6% +$124