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
+12.71%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$322B
AUM Growth
+$35.2B
Cap. Flow
+$2.36B
Cap. Flow %
0.73%
Top 10 Hldgs %
26.34%
Holding
3,426
New
15
Increased
1,304
Reduced
1,475
Closed
47

Sector Composition

1 Technology 29.63%
2 Healthcare 12.35%
3 Financials 12.25%
4 Consumer Discretionary 9.98%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
THRD
3076
DELISTED
Third Harmonic Bio
THRD
$17.6K ﹤0.01%
1,607
-209
-12% -$2.29K
TYRA icon
3077
Tyra Biosciences
TYRA
$673M
$17.6K ﹤0.01%
1,265
VLGEA icon
3078
Village Super Market
VLGEA
$555M
$17.5K ﹤0.01%
669
COFS icon
3079
Choiceone Financial
COFS
$470M
$17.5K ﹤0.01%
597
-74
-11% -$2.17K
AMPY icon
3080
Amplify Energy
AMPY
$162M
$17.5K ﹤0.01%
2,944
RM icon
3081
Regional Management Corp
RM
$433M
$17.4K ﹤0.01%
693
INTT icon
3082
inTEST
INTT
$89.7M
$17.3K ﹤0.01%
1,275
UNTY icon
3083
Unity Bancorp
UNTY
$532M
$17.3K ﹤0.01%
586
SAMG icon
3084
Silvercrest Asset Management
SAMG
$136M
$17.3K ﹤0.01%
1,017
-105
-9% -$1.79K
NVTA
3085
DELISTED
Invitae Corporation
NVTA
$17.3K ﹤0.01%
27,583
KG
3086
Kestrel Group, Ltd.
KG
$201M
$17.3K ﹤0.01%
377
-43
-10% -$1.97K
MACK
3087
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$17.2K ﹤0.01%
1,286
GWRS icon
3088
Global Water Resources
GWRS
$268M
$17.2K ﹤0.01%
1,316
VRA icon
3089
Vera Bradley
VRA
$62M
$17.2K ﹤0.01%
2,233
INZY
3090
DELISTED
Inozyme Pharma
INZY
$17.2K ﹤0.01%
4,033
+1,053
+35% +$4.49K
MCHB
3091
Mechanics Bancorp Class A Common Stock
MCHB
$2.91B
$17.2K ﹤0.01%
1,666
LXRX icon
3092
Lexicon Pharmaceuticals
LXRX
$392M
$17.1K ﹤0.01%
11,158
-72,477
-87% -$111K
LCTX icon
3093
Lineage Cell Therapeutics
LCTX
$279M
$17.1K ﹤0.01%
15,644
III icon
3094
Information Services Group
III
$254M
$17K ﹤0.01%
3,614
ATOM icon
3095
Atomera
ATOM
$104M
$17K ﹤0.01%
2,426
RCKY icon
3096
Rocky Brands
RCKY
$225M
$17K ﹤0.01%
563
ATLO icon
3097
AMES National
ATLO
$180M
$17K ﹤0.01%
795
BPRN icon
3098
Princeton Bancorp
BPRN
$223M
$16.9K ﹤0.01%
470
DDL
3099
Dingdong
DDL
$451M
$16.9K ﹤0.01%
11,238
EXFY icon
3100
Expensify
EXFY
$181M
$16.8K ﹤0.01%
6,820
-86,537
-93% -$214K