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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.46%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SBOW
3076
DELISTED
SilverBow Resources, Inc.
SBOW
$27K ﹤0.01%
+1,017
New +$27K
DL
3077
DELISTED
China Distance Education Holdings Limited
DL
$27K ﹤0.01%
3,000
MBTF
3078
DELISTED
MBT Financial Corporation
MBTF
$27K ﹤0.01%
2,741
OMNT
3079
DELISTED
Ominto, Inc. Common Stock
OMNT
$27K ﹤0.01%
+2,089
New +$27K
AMRC icon
3080
Ameresco
AMRC
$1.37B
$26K ﹤0.01%
3,365
RGCO icon
3081
RGC Resources
RGCO
$232M
$26K ﹤0.01%
+929
New +$26K
SGC icon
3082
Superior Group of Companies
SGC
$195M
$26K ﹤0.01%
1,157
XBIT icon
3083
XBiotech
XBIT
$89M
$26K ﹤0.01%
5,523
PVLA
3084
Palvella Therapeutics, Inc. Common Stock
PVLA
$616M
$26K ﹤0.01%
+64
New +$26K
HMTV
3085
DELISTED
Hemisphere Media Group, Inc.
HMTV
$26K ﹤0.01%
2,159
+1,089
+102% +$13.1K
ESXB
3086
DELISTED
Community Bankers Trust Corporation
ESXB
$26K ﹤0.01%
+3,127
New +$26K
WAAS
3087
DELISTED
AquaVenture Holdings Limited
WAAS
$26K ﹤0.01%
1,732
+707
+69% +$10.6K
CRCM
3088
DELISTED
CARE.COM, INC.
CRCM
$26K ﹤0.01%
1,715
-751
-30% -$11.4K
EGLE
3089
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$26K ﹤0.01%
+788
New +$26K
FCFP
3090
DELISTED
FIRST COMMUNITY FINANCIAL PARTNERS INC.
FCFP
$26K ﹤0.01%
1,986
CCO icon
3091
Clear Channel Outdoor Holdings
CCO
$656M
$25K ﹤0.01%
5,140
+4,977
+3,053% +$24.2K
FONR icon
3092
Fonar
FONR
$98.2M
$25K ﹤0.01%
+894
New +$25K
FSTR icon
3093
Foster
FSTR
$281M
$25K ﹤0.01%
+1,188
New +$25K
LCNB icon
3094
LCNB Corp
LCNB
$228M
$25K ﹤0.01%
1,236
MGK icon
3095
Vanguard Mega Cap Growth ETF
MGK
$29.1B
$25K ﹤0.01%
247
SMBK icon
3096
SmartFinancial
SMBK
$631M
$25K ﹤0.01%
+1,046
New +$25K
TIPT icon
3097
Tiptree Inc
TIPT
$849M
$25K ﹤0.01%
3,594
VBR icon
3098
Vanguard Small-Cap Value ETF
VBR
$31.8B
$25K ﹤0.01%
207
VOE icon
3099
Vanguard Mid-Cap Value ETF
VOE
$18.8B
$25K ﹤0.01%
240
VOXX
3100
DELISTED
VOXX International Corporation Class A
VOXX
$25K ﹤0.01%
+2,900
New +$25K