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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LYTS icon
3076
LSI Industries
LYTS
$715M
$15K ﹤0.01%
2,261
-978
-30% -$6.49K
MBIN icon
3077
Merchants Bancorp
MBIN
$1.51B
$15K ﹤0.01%
1,161
-551
-32% -$7.12K
OPTN
3078
DELISTED
OptiNose
OPTN
$15K ﹤0.01%
258
-79
-23% -$4.59K
RCKY icon
3079
Rocky Brands
RCKY
$222M
$15K ﹤0.01%
605
-219
-27% -$5.43K
RDVT icon
3080
Red Violet
RDVT
$715M
$15K ﹤0.01%
815
-244
-23% -$4.49K
RICK icon
3081
RCI Hospitality Holdings
RICK
$307M
$15K ﹤0.01%
759
-411
-35% -$8.12K
RPT
3082
Rithm Property Trust Inc.
RPT
$123M
$15K ﹤0.01%
1,828
-793
-30% -$6.51K
MCBC
3083
DELISTED
Macatawa Bank Corp
MCBC
$15K ﹤0.01%
2,327
-1,119
-32% -$7.21K
SMMF
3084
DELISTED
Summit Financial Group, Inc.
SMMF
$15K ﹤0.01%
1,002
-442
-31% -$6.62K
BVH
3085
DELISTED
Bluegreen Vacations Holding Corporation
BVH
$15K ﹤0.01%
1,102
-1,030
-48% -$14K
INDT
3086
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
$15K ﹤0.01%
289
-88
-23% -$4.57K
MGI
3087
DELISTED
MoneyGram International, Inc. New
MGI
$15K ﹤0.01%
5,468
-2,400
-31% -$6.58K
ALR
3088
DELISTED
AlerisLife Inc. Common Stock
ALR
$15K ﹤0.01%
3,068
-5,764
-65% -$28.2K
OYST
3089
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
$15K ﹤0.01%
727
-165
-18% -$3.4K
RESN
3090
DELISTED
Resonant Inc.
RESN
$15K ﹤0.01%
6,207
-1,924
-24% -$4.65K
CFRX
3091
DELISTED
ContraFect Corporation
CFRX
$15K ﹤0.01%
36
+8
+29% +$3.33K
IHC
3092
DELISTED
Independence Holding Company
IHC
$15K ﹤0.01%
409
-219
-35% -$8.03K
CKPT
3093
DELISTED
Checkpoint Therapeutics
CKPT
$14K ﹤0.01%
518
-195
-27% -$5.27K
CMCT
3094
Creative Media & Community Trust
CMCT
$5.47M
$14K ﹤0.01%
6
-2
-25% -$4.67K
FSBW icon
3095
FS Bancorp
FSBW
$318M
$14K ﹤0.01%
680
-356
-34% -$7.33K
IBIO icon
3096
iBio
IBIO
$16.4M
$14K ﹤0.01%
14
-1
-7% -$1K
IMMR icon
3097
Immersion
IMMR
$231M
$14K ﹤0.01%
2,035
-1,224
-38% -$8.42K
MVBF icon
3098
MVB Financial
MVBF
$306M
$14K ﹤0.01%
872
-391
-31% -$6.28K
NKSH icon
3099
National Bankshares
NKSH
$199M
$14K ﹤0.01%
566
-267
-32% -$6.6K
NODK icon
3100
NI Holdings
NODK
$277M
$14K ﹤0.01%
813
-434
-35% -$7.47K