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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KVHI icon
3076
KVH Industries
KVHI
$114M
$27K ﹤0.01%
2,500
LFVN icon
3077
LifeVantage
LFVN
$143M
$27K ﹤0.01%
+2,324
New +$27K
MCHX icon
3078
Marchex
MCHX
$88.4M
$27K ﹤0.01%
+5,700
New +$27K
NERV icon
3079
Minerva Neurosciences
NERV
$15M
$27K ﹤0.01%
595
OPTN
3080
DELISTED
OptiNose
OPTN
$27K ﹤0.01%
278
+80
+40% +$7.77K
OVBC icon
3081
Ohio Valley Banc Corp
OVBC
$173M
$27K ﹤0.01%
702
STRS icon
3082
Stratus Properties
STRS
$154M
$27K ﹤0.01%
949
TIPT icon
3083
Tiptree Inc
TIPT
$882M
$27K ﹤0.01%
4,266
WEYS icon
3084
Weyco Group
WEYS
$285M
$27K ﹤0.01%
1,000
NAGE
3085
Niagen Bioscience, Inc. Common Stock
NAGE
$766M
$27K ﹤0.01%
5,728
CMRX
3086
DELISTED
Chimerix, Inc.
CMRX
$27K ﹤0.01%
7,273
MLVF
3087
DELISTED
Malvern Bancorp, Inc.
MLVF
$27K ﹤0.01%
1,245
TCFC
3088
DELISTED
The Community Financial Corporation Common Stock
TCFC
$27K ﹤0.01%
789
FNHC
3089
DELISTED
FedNat Holding Company Common Stock
FNHC
$27K ﹤0.01%
1,895
MMAC
3090
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$27K ﹤0.01%
+817
New +$27K
CNST
3091
DELISTED
Constellation Pharmaceuticals, Inc.
CNST
$27K ﹤0.01%
2,708
MR
3092
DELISTED
Montage Resources Corporation Common Stock
MR
$27K ﹤0.01%
4,564
+3,646
+397% +$21.6K
AXAS
3093
DELISTED
Abraxas Petroleum Corporation
AXAS
$27K ﹤0.01%
1,331
BREW
3094
DELISTED
Craft Brew Alliance, Inc.
BREW
$27K ﹤0.01%
1,897
CHAP
3095
DELISTED
Chaparral Energy, Inc.
CHAP
$27K ﹤0.01%
6,014
+5,150
+596% +$23.1K
FTSI
3096
DELISTED
FTS International, Inc. Common Stock
FTSI
$27K ﹤0.01%
246
YELL
3097
DELISTED
Yellow Corporation Common Stock
YELL
$27K ﹤0.01%
6,913
ACET icon
3098
Adicet Bio
ACET
$66.9M
$26K ﹤0.01%
357
+194
+119% +$14.1K
BPRN icon
3099
Princeton Bancorp
BPRN
$217M
$26K ﹤0.01%
868
BSET icon
3100
Bassett Furniture
BSET
$144M
$26K ﹤0.01%
1,692