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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SEVN
3076
Seven Hills Realty Trust
SEVN
$163M
$13.9K ﹤0.01%
1,116
SLDP icon
3077
Solid Power
SLDP
$689M
$13.9K ﹤0.01%
13,266
ATLO icon
3078
AMES National
ATLO
$182M
$13.9K ﹤0.01%
795
LWLG icon
3079
Lightwave Logic
LWLG
$417M
$13.9K ﹤0.01%
13,520
-26,414
-66% -$27.1K
FFNW
3080
DELISTED
First Financial Northwest, Inc
FFNW
$13.8K ﹤0.01%
611
LAZR icon
3081
Luminar Technologies
LAZR
$129M
$13.7K ﹤0.01%
2,537
-5,084
-67% -$27.4K
MFIN icon
3082
Medallion Financial
MFIN
$244M
$13.6K ﹤0.01%
1,566
BSVN icon
3083
Bank7 Corp
BSVN
$455M
$13.6K ﹤0.01%
352
SAMG icon
3084
Silvercrest Asset Management
SAMG
$137M
$13.6K ﹤0.01%
833
AMPY icon
3085
Amplify Energy
AMPY
$160M
$13.5K ﹤0.01%
3,621
PESI icon
3086
Perma-Fix Environmental Services
PESI
$168M
$13.5K ﹤0.01%
1,862
+479
+35% +$3.48K
ESCA icon
3087
Escalade
ESCA
$171M
$13.5K ﹤0.01%
882
TCX icon
3088
Tucows
TCX
$204M
$13.3K ﹤0.01%
788
-51
-6% -$861
RSVR icon
3089
Reservoir Media
RSVR
$517M
$13.3K ﹤0.01%
1,743
LZM icon
3090
Lifezone Metals
LZM
$366M
$13.2K ﹤0.01%
3,148
LNKB icon
3091
LINKBANCORP
LNKB
$268M
$13.2K ﹤0.01%
1,944
AEVA
3092
Aeva Technologies
AEVA
$903M
$13.2K ﹤0.01%
1,879
-674
-26% -$4.72K
NRDY icon
3093
Nerdy
NRDY
$158M
$13.1K ﹤0.01%
9,240
+2,365
+34% +$3.36K
LX
3094
LexinFintech Holdings
LX
$961M
$13K ﹤0.01%
1,286
-2,218
-63% -$22.4K
RCKY icon
3095
Rocky Brands
RCKY
$215M
$13K ﹤0.01%
746
SRTA
3096
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$351M
$12.9K ﹤0.01%
4,736
NKSH icon
3097
National Bankshares
NKSH
$192M
$12.8K ﹤0.01%
481
RMAX icon
3098
RE/MAX Holdings
RMAX
$195M
$12.8K ﹤0.01%
1,527
BCBP icon
3099
BCB Bancorp
BCBP
$148M
$12.7K ﹤0.01%
1,286
SGC icon
3100
Superior Group of Companies
SGC
$188M
$12.7K ﹤0.01%
1,159