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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SMBC icon
3076
Southern Missouri Bancorp
SMBC
$648M
$23K ﹤0.01%
586
-98
-14% -$3.85K
UBX
3077
DELISTED
Unity Biotechnology
UBX
$23K ﹤0.01%
389
-24
-6% -$1.42K
VATE icon
3078
INNOVATE Corp
VATE
$70.7M
$23K ﹤0.01%
584
-33
-5% -$1.3K
XERS icon
3079
Xeris Biopharma Holdings
XERS
$1.25B
$23K ﹤0.01%
5,109
-22,799
-82% -$103K
NESR
3080
National Energy Services Reunited Corp. Ordinary Shares
NESR
$958M
$23K ﹤0.01%
1,822
MCBC
3081
DELISTED
Macatawa Bank Corp
MCBC
$23K ﹤0.01%
2,327
USX
3082
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
$23K ﹤0.01%
1,954
TCDA
3083
DELISTED
Tricida, Inc. Common Stock
TCDA
$23K ﹤0.01%
4,358
-6,795
-61% -$35.9K
EMWP
3084
DELISTED
Eros Media World PLC
EMWP
$23K ﹤0.01%
647
-114
-15% -$4.05K
STXB
3085
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
$23K ﹤0.01%
1,028
-171
-14% -$3.83K
AT
3086
DELISTED
Atlantic Power Corporation
AT
$23K ﹤0.01%
8,122
-12,159
-60% -$34.4K
ACNB icon
3087
ACNB Corp
ACNB
$473M
$22K ﹤0.01%
749
BYSI icon
3088
BeyondSpring
BYSI
$76.6M
$22K ﹤0.01%
1,958
+292
+18% +$3.28K
CCB icon
3089
Coastal Financial
CCB
$1.66B
$22K ﹤0.01%
841
CECO icon
3090
Ceco Environmental
CECO
$1.67B
$22K ﹤0.01%
2,742
-2,171
-44% -$17.4K
ETNB icon
3091
89bio
ETNB
$1.32B
$22K ﹤0.01%
920
-33
-3% -$789
FULC icon
3092
Fulcrum Therapeutics
FULC
$393M
$22K ﹤0.01%
1,908
+334
+21% +$3.85K
NCMI icon
3093
National CineMedia
NCMI
$435M
$22K ﹤0.01%
481
-325
-40% -$14.9K
OESX icon
3094
Orion Energy Systems
OESX
$26M
$22K ﹤0.01%
311
-22
-7% -$1.56K
ORLA
3095
Orla Mining
ORLA
$3.82B
$22K ﹤0.01%
5,925
ORRF icon
3096
Orrstown Financial Services
ORRF
$682M
$22K ﹤0.01%
965
PFIS icon
3097
Peoples Financial Services
PFIS
$526M
$22K ﹤0.01%
531
-86
-14% -$3.56K
RM icon
3098
Regional Management Corp
RM
$424M
$22K ﹤0.01%
639
-108
-14% -$3.72K
RMNI icon
3099
Rimini Street
RMNI
$425M
$22K ﹤0.01%
2,398
-170
-7% -$1.56K
RPTX icon
3100
Repare Therapeutics
RPTX
$73.5M
$22K ﹤0.01%
+706
New +$22K