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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HBIO icon
3076
Harvard Bioscience
HBIO
$20M
$27K ﹤0.01%
5,226
HOV icon
3077
Hovnanian Enterprises
HOV
$869M
$27K ﹤0.01%
684
III icon
3078
Information Services Group
III
$251M
$27K ﹤0.01%
5,591
IIIV icon
3079
i3 Verticals
IIIV
$720M
$27K ﹤0.01%
+1,177
New +$27K
JKS
3080
JinkoSolar
JKS
$1.26B
$27K ﹤0.01%
2,500
LAB icon
3081
Standard BioTools
LAB
$489M
$27K ﹤0.01%
3,624
NBN icon
3082
Northeast Bank
NBN
$941M
$27K ﹤0.01%
1,230
NCSM icon
3083
NCS Multistage Holdings
NCSM
$131M
$27K ﹤0.01%
82
TNK icon
3084
Teekay Tankers
TNK
$1.79B
$27K ﹤0.01%
3,425
AVID
3085
DELISTED
Avid Technology Inc
AVID
$27K ﹤0.01%
4,496
ACGN
3086
DELISTED
Aceragen, Inc. Common Stock
ACGN
$27K ﹤0.01%
181
ELVT
3087
DELISTED
Elevate Credit, Inc.
ELVT
$27K ﹤0.01%
3,293
SPNE
3088
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
$27K ﹤0.01%
1,721
IEA
3089
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$27K ﹤0.01%
2,599
PBIP
3090
DELISTED
Prudential Bancorp, Inc.
PBIP
$27K ﹤0.01%
1,547
+455
+42% +$7.94K
ESXB
3091
DELISTED
Community Bankers Trust Corporation
ESXB
$27K ﹤0.01%
3,081
BOCH
3092
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$27K ﹤0.01%
2,236
GWPH
3093
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
$27K ﹤0.01%
158
PRGX
3094
DELISTED
PRGX Global, Inc.
PRGX
$27K ﹤0.01%
3,090
SBBX
3095
DELISTED
SB One Bancorp Common Stock
SBBX
$27K ﹤0.01%
1,073
CBLK
3096
DELISTED
Carbon Black, Inc. Common Stock
CBLK
$27K ﹤0.01%
1,291
UPL
3097
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
$27K ﹤0.01%
24,581
-56,947
-70% -$62.6K
ASUR icon
3098
Asure Software
ASUR
$219M
$26K ﹤0.01%
2,090
+616
+42% +$7.66K
CLPR
3099
Clipper Realty
CLPR
$69.8M
$26K ﹤0.01%
1,943
CLSD icon
3100
Clearside Biomedical
CLSD
$26.1M
$26K ﹤0.01%
4,164