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
-14.36%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$283B
AUM Growth
-$46.2B
Cap. Flow
+$7.52B
Cap. Flow %
2.66%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,979
Reduced
1,148
Closed
276

Top Buys

1
AAPL icon
Apple
AAPL
+$1.29B
2
CVX icon
Chevron
CVX
+$275M
3
XOM icon
Exxon Mobil
XOM
+$268M
4
TSLA icon
Tesla
TSLA
+$208M
5
MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NEWP
3076
New Pacific Metals
NEWP
$363M
$35K ﹤0.01%
12,154
TNGX icon
3077
Tango Therapeutics
TNGX
$708M
$35K ﹤0.01%
7,644
-3,753
-33% -$17.2K
INST
3078
DELISTED
Instructure Holdings, Inc.
INST
$35K ﹤0.01%
1,525
+517
+51% +$11.9K
HOLI
3079
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$35K ﹤0.01%
2,362
COGT icon
3080
Cogent Biosciences
COGT
$1.78B
$34K ﹤0.01%
3,767
+529
+16% +$4.78K
EWC icon
3081
iShares MSCI Canada ETF
EWC
$3.28B
$34K ﹤0.01%
1,000
-700
-41% -$23.8K
NKTX icon
3082
Nkarta
NKTX
$143M
$34K ﹤0.01%
2,731
-1,015
-27% -$12.6K
OCFT
3083
OneConnect Financial Technology
OCFT
$281M
$34K ﹤0.01%
1,990
TNK icon
3084
Teekay Tankers
TNK
$1.79B
$34K ﹤0.01%
1,940
+44
+2% +$771
WHWK
3085
Whitehawk Therapeutics, Inc. Common Stock
WHWK
$84.4M
$34K ﹤0.01%
+2,775
New +$34K
CURO
3086
DELISTED
CURO Group Holdings Corp.
CURO
$34K ﹤0.01%
6,163
+633
+11% +$3.49K
ALNT icon
3087
Allient
ALNT
$774M
$33K ﹤0.01%
1,445
+110
+8% +$2.51K
EH
3088
EHang Holdings
EH
$1.13B
$33K ﹤0.01%
3,600
PFIS icon
3089
Peoples Financial Services
PFIS
$524M
$33K ﹤0.01%
587
VSEC icon
3090
VSE Corp
VSEC
$3.45B
$33K ﹤0.01%
866
+29
+3% +$1.11K
HTB
3091
HomeTrust Bancshares, Inc.
HTB
$718M
$33K ﹤0.01%
1,310
+95
+8% +$2.39K
CSTR
3092
DELISTED
CapStar Financial Holdings, Inc
CSTR
$33K ﹤0.01%
1,693
+80
+5% +$1.56K
GRNA
3093
DELISTED
GreenLight Biosciences Holdings, PBC Common Stock
GRNA
$33K ﹤0.01%
+15,118
New +$33K
CVT
3094
DELISTED
Cvent Holding Corp. Common Stock
CVT
$33K ﹤0.01%
+7,106
New +$33K
ALRS icon
3095
Alerus Financial
ALRS
$574M
$32K ﹤0.01%
1,352
+158
+13% +$3.74K
CCNE icon
3096
CNB Financial Corp
CCNE
$762M
$32K ﹤0.01%
1,323
+60
+5% +$1.45K
HIMX
3097
Himax Technologies
HIMX
$1.47B
$32K ﹤0.01%
4,325
MPB icon
3098
Mid Penn Bancorp
MPB
$691M
$32K ﹤0.01%
1,186
+66
+6% +$1.78K
ONEW icon
3099
OneWater Marine
ONEW
$258M
$32K ﹤0.01%
971
-472
-33% -$15.6K
STRS icon
3100
Stratus Properties
STRS
$154M
$32K ﹤0.01%
+982
New +$32K