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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WEYS icon
3051
Weyco Group
WEYS
$280M
$14.8K ﹤0.01%
487
TX icon
3052
Ternium
TX
$6.8B
$14.8K ﹤0.01%
475
-116
-20% -$3.62K
SMID icon
3053
Smith-Midland
SMID
$211M
$14.8K ﹤0.01%
476
IHRT icon
3054
iHeartMedia
IHRT
$389M
$14.7K ﹤0.01%
8,888
INBX icon
3055
Inhibrx
INBX
$399M
$14.6K ﹤0.01%
1,045
LCNB icon
3056
LCNB Corp
LCNB
$223M
$14.6K ﹤0.01%
987
JRVR icon
3057
James River Group
JRVR
$244M
$14.6K ﹤0.01%
3,473
+871
+33% +$3.66K
PMTS icon
3058
CPI Card Group
PMTS
$169M
$14.6K ﹤0.01%
499
FLXS icon
3059
Flexsteel Industries
FLXS
$258M
$14.5K ﹤0.01%
397
NGNE icon
3060
Neurogene
NGNE
$271M
$14.4K ﹤0.01%
1,230
+208
+20% +$2.44K
BPRN icon
3061
Princeton Bancorp
BPRN
$219M
$14.4K ﹤0.01%
470
EWCZ icon
3062
European Wax Center
EWCZ
$169M
$14.3K ﹤0.01%
3,608
HBB icon
3063
Hamilton Beach Brands
HBB
$196M
$14.2K ﹤0.01%
733
ITOS
3064
DELISTED
iTeos Therapeutics
ITOS
$14.2K ﹤0.01%
2,372
SMTI icon
3065
Sanara MedTech
SMTI
$302M
$14.2K ﹤0.01%
459
PNRG icon
3066
PrimeEnergy Resources
PNRG
$281M
$14.1K ﹤0.01%
62
MYFW icon
3067
First Western Financial
MYFW
$228M
$14.1K ﹤0.01%
719
VEL icon
3068
Velocity Financial
VEL
$720M
$14.1K ﹤0.01%
755
-159
-17% -$2.98K
BHR
3069
Braemar Hotels & Resorts
BHR
$203M
$14.1K ﹤0.01%
5,666
BH icon
3070
Biglari Holdings Class B
BH
$943M
$14.1K ﹤0.01%
65
CURV icon
3071
Torrid Holdings
CURV
$189M
$14K ﹤0.01%
2,561
+15
+0.6% +$82
ISTR icon
3072
Investar Holding Corp
ISTR
$223M
$14K ﹤0.01%
795
LE icon
3073
Lands' End
LE
$475M
$14K ﹤0.01%
1,375
TBI
3074
Trueblue
TBI
$179M
$14K ﹤0.01%
2,632
ALTG icon
3075
Alta Equipment Group
ALTG
$239M
$14K ﹤0.01%
2,975