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
+7.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$380B
AUM Growth
+$26.1B
Cap. Flow
+$4.45B
Cap. Flow %
1.17%
Top 10 Hldgs %
30.42%
Holding
3,448
New
36
Increased
1,596
Reduced
1,180
Closed
43

Top Buys

1
NVDA icon
NVIDIA
NVDA
+$1.79B
2
AAPL icon
Apple
AAPL
+$1.21B
3
MSFT icon
Microsoft
MSFT
+$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NWFL icon
3051
Norwood Financial Corp
NWFL
$245M
$19.9K ﹤0.01%
721
+154
+27% +$4.25K
BLFY icon
3052
Blue Foundry Bancorp
BLFY
$200M
$19.9K ﹤0.01%
1,939
NAGE
3053
Niagen Bioscience, Inc. Common Stock
NAGE
$766M
$19.8K ﹤0.01%
5,426
VALE icon
3054
Vale
VALE
$44.8B
$19.8K ﹤0.01%
1,694
UTMD icon
3055
Utah Medical Products
UTMD
$195M
$19.7K ﹤0.01%
295
LUNR icon
3056
Intuitive Machines
LUNR
$978M
$19.7K ﹤0.01%
2,450
GENC icon
3057
Gencor Industries
GENC
$225M
$19.6K ﹤0.01%
941
TCRX icon
3058
TScan Therapeutics
TCRX
$104M
$19.6K ﹤0.01%
3,937
PDLB icon
3059
Ponce Financial Group
PDLB
$334M
$19.5K ﹤0.01%
1,672
ZURA icon
3060
Zura Bio
ZURA
$134M
$19.4K ﹤0.01%
4,779
+2,873
+151% +$11.7K
KRT icon
3061
Karat Packaging
KRT
$492M
$19.4K ﹤0.01%
749
FVCB icon
3062
FVCBankcorp
FVCB
$240M
$19.3K ﹤0.01%
1,478
BRCC icon
3063
BRC Inc
BRCC
$174M
$19.2K ﹤0.01%
5,624
MITT
3064
AG Mortgage Investment Trust
MITT
$245M
$19.2K ﹤0.01%
2,557
CIO
3065
City Office REIT
CIO
$280M
$19.1K ﹤0.01%
3,271
BWFG icon
3066
Bankwell Financial Group
BWFG
$350M
$19.1K ﹤0.01%
637
+170
+36% +$5.09K
RNGR icon
3067
Ranger Energy Services
RNGR
$301M
$19K ﹤0.01%
1,599
RMAX icon
3068
RE/MAX Holdings
RMAX
$187M
$19K ﹤0.01%
1,527
ONL
3069
Orion Office REIT
ONL
$165M
$19K ﹤0.01%
4,748
CDXS icon
3070
Codexis
CDXS
$219M
$18.9K ﹤0.01%
6,162
PSTX
3071
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$18.9K ﹤0.01%
6,620
KRRO icon
3072
Korro Bio
KRRO
$333M
$18.9K ﹤0.01%
566
ONIT
3073
Onity Group Inc.
ONIT
$352M
$18.9K ﹤0.01%
592
DSP icon
3074
Viant Technology
DSP
$159M
$18.9K ﹤0.01%
1,704
CTGO icon
3075
Contango ORE
CTGO
$274M
$18.8K ﹤0.01%
974
+235
+32% +$4.53K