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
-0.59%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$131B
AUM Growth
-$7.14B
Cap. Flow
-$4.79B
Cap. Flow %
-3.66%
Top 10 Hldgs %
15.56%
Holding
3,334
New
51
Increased
1,273
Reduced
1,618
Closed
54

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FGBI icon
3076
First Guaranty Bancshares
FGBI
$129M
$23K ﹤0.01%
1,090
III icon
3077
Information Services Group
III
$253M
$23K ﹤0.01%
5,591
PVBC icon
3078
Provident Bancorp
PVBC
$229M
$23K ﹤0.01%
1,760
FFNW
3079
DELISTED
First Financial Northwest, Inc
FFNW
$23K ﹤0.01%
1,382
SIEN
3080
DELISTED
Sientra, Inc.
SIEN
$23K ﹤0.01%
239
ELVT
3081
DELISTED
Elevate Credit, Inc.
ELVT
$23K ﹤0.01%
3,315
-200
-6% -$1.39K
PMBC
3082
DELISTED
Pacific Mercantile Bancorp
PMBC
$23K ﹤0.01%
2,422
ABCD
3083
DELISTED
Cambium Learning Group, Inc.
ABCD
$23K ﹤0.01%
2,065
CUE icon
3084
Cue Biopharma
CUE
$59.9M
$22K ﹤0.01%
+1,559
New +$22K
ESCA icon
3085
Escalade
ESCA
$178M
$22K ﹤0.01%
1,624
SGA icon
3086
Saga Communications
SGA
$77.6M
$22K ﹤0.01%
602
-237
-28% -$8.66K
VRDN icon
3087
Viridian Therapeutics
VRDN
$1.62B
$22K ﹤0.01%
209
+87
+71% +$9.16K
VIVS
3088
VivoSim Labs, Inc. Common Stock
VIVS
$6.47M
$22K ﹤0.01%
88
-45
-34% -$11.3K
SCTL
3089
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
$22K ﹤0.01%
2,259
CURO
3090
DELISTED
CURO Group Holdings Corp.
CURO
$22K ﹤0.01%
+1,255
New +$22K
GBL
3091
DELISTED
GAMCO Investors, Inc.
GBL
$22K ﹤0.01%
893
-405
-31% -$9.98K
AFH
3092
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$22K ﹤0.01%
2,118
EGC
3093
DELISTED
Energy XXI Gulf Coast, Inc. Common Stock
EGC
$22K ﹤0.01%
5,678
-3,102
-35% -$12K
JASO
3094
DELISTED
JA Solar Holdings, Co., Ltd
JASO
$22K ﹤0.01%
3,300
-8,200
-71% -$54.7K
MACK
3095
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$22K ﹤0.01%
3,432
-1,314
-28% -$8.42K
ESSA
3096
DELISTED
ESSA Bancorp
ESSA
$21K ﹤0.01%
1,450
IDT icon
3097
IDT Corp
IDT
$1.65B
$21K ﹤0.01%
3,393
-2,243
-40% -$13.9K
LCUT icon
3098
Lifetime Brands
LCUT
$93.3M
$21K ﹤0.01%
1,703
-568
-25% -$7K
SAMG icon
3099
Silvercrest Asset Management
SAMG
$137M
$21K ﹤0.01%
1,413
VBIV
3100
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$21K ﹤0.01%
199