Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+6.53%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$138B
AUM Growth
+$138B
Cap. Flow
-$2.14B
Cap. Flow %
-1.55%
Top 10 Hldgs %
15.72%
Holding
3,344
New
39
Increased
1,546
Reduced
1,274
Closed
61

Sector Composition

1 Financials 17.16%
2 Technology 15.52%
3 Healthcare 12.53%
4 Consumer Discretionary 9.49%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CFMS
3101
DELISTED
Conformis, Inc. Common Stock
CFMS
$26K ﹤0.01%
11,012
+920
+9% +$2.17K
JMEI
3102
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
$26K ﹤0.01%
9,000
EPE
3103
DELISTED
EP Energy Corporation
EPE
$26K ﹤0.01%
11,209
TIS
3104
DELISTED
Orchids Paper Products, Inc.
TIS
$26K ﹤0.01%
2,011
-613
-23% -$7.93K
HBB icon
3105
Hamilton Beach Brands
HBB
$195M
$25K ﹤0.01%
+961
New +$25K
MBIN icon
3106
Merchants Bancorp
MBIN
$1.48B
$25K ﹤0.01%
+1,287
New +$25K
MVIS icon
3107
Microvision
MVIS
$343M
$25K ﹤0.01%
15,237
VHI icon
3108
Valhi
VHI
$461M
$25K ﹤0.01%
4,115
+1,053
+34% +$6.4K
ADXS
3109
DELISTED
Advaxis, Inc.
ADXS
$25K ﹤0.01%
8,774
ICBK
3110
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$25K ﹤0.01%
838
WINS
3111
DELISTED
Wins Finance Holdings Inc. Ordinary Shares (Cayman Islands)
WINS
$25K ﹤0.01%
130
-194
-60% -$37.3K
DRRX icon
3112
DURECT Corp
DRRX
$59.9M
$24K ﹤0.01%
25,451
GMRE
3113
Global Medical REIT
GMRE
$496M
$24K ﹤0.01%
2,883
-1,029
-26% -$8.57K
ESSA
3114
DELISTED
ESSA Bancorp
ESSA
$23K ﹤0.01%
1,450
FGBI icon
3115
First Guaranty Bancshares
FGBI
$128M
$23K ﹤0.01%
901
+361
+67% +$9.22K
GAIA icon
3116
Gaia
GAIA
$143M
$23K ﹤0.01%
1,848
+729
+65% +$9.07K
III icon
3117
Information Services Group
III
$248M
$23K ﹤0.01%
5,591
NGVC icon
3118
Vitamin Cottage Natural Grocers
NGVC
$876M
$23K ﹤0.01%
2,588
PVBC icon
3119
Provident Bancorp
PVBC
$227M
$23K ﹤0.01%
871
+375
+76% +$9.9K
QMCO icon
3120
Quantum Corp
QMCO
$95.8M
$23K ﹤0.01%
4,161
SAMG icon
3121
Silvercrest Asset Management
SAMG
$137M
$23K ﹤0.01%
1,413
TUSK icon
3122
Mammoth Energy Services
TUSK
$115M
$23K ﹤0.01%
1,192
SQBG
3123
DELISTED
Sequential Brands Group, Inc.
SQBG
$23K ﹤0.01%
13,016
VSLR
3124
DELISTED
VIVINT SOLAR, INC.
VSLR
$23K ﹤0.01%
5,540
SHLO
3125
DELISTED
Shiloh Industries Inc
SHLO
$23K ﹤0.01%
2,808