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
+4.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,756
Closed
140

Sector Composition

1 Technology 16.79%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PZN
3101
DELISTED
Pzena Investment Management, Inc. Class A
PZN
$25K ﹤0.01%
2,746
FCCY
3102
DELISTED
1st Constitution Bancorp
FCCY
$25K ﹤0.01%
+1,100
New +$25K
WAAS
3103
DELISTED
AquaVenture Holdings Limited
WAAS
$25K ﹤0.01%
1,584
-740
-32% -$11.7K
ACNT icon
3104
Ascent Industries
ACNT
$115M
$24K ﹤0.01%
+1,220
New +$24K
AGEN
3105
Agenus
AGEN
$154M
$24K ﹤0.01%
544
-120
-18% -$5.29K
ASUR icon
3106
Asure Software
ASUR
$220M
$24K ﹤0.01%
+1,474
New +$24K
CBFV icon
3107
CB Financial Services
CBFV
$166M
$24K ﹤0.01%
+703
New +$24K
CELC icon
3108
Celcuity
CELC
$2.45B
$24K ﹤0.01%
951
+454
+91% +$11.5K
EOLS icon
3109
Evolus
EOLS
$475M
$24K ﹤0.01%
864
ESQ icon
3110
Esquire Financial Holdings
ESQ
$825M
$24K ﹤0.01%
+897
New +$24K
NCSM icon
3111
NCS Multistage Holdings
NCSM
$131M
$24K ﹤0.01%
82
OPBK icon
3112
OP Bancorp
OPBK
$218M
$24K ﹤0.01%
+1,864
New +$24K
OVLY icon
3113
Oak Valley Bancorp
OVLY
$242M
$24K ﹤0.01%
+1,041
New +$24K
RVSB icon
3114
Riverview Bancorp
RVSB
$102M
$24K ﹤0.01%
2,807
-897
-24% -$7.67K
RYI icon
3115
Ryerson Holding
RYI
$723M
$24K ﹤0.01%
2,120
-859
-29% -$9.73K
TBCH
3116
Turtle Beach Corporation Common Stock
TBCH
$301M
$24K ﹤0.01%
+1,174
New +$24K
LUMO
3117
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$24K ﹤0.01%
560
-10
-2% -$429
IEA
3118
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$24K ﹤0.01%
+2,599
New +$24K
ICBK
3119
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$24K ﹤0.01%
878
+40
+5% +$1.09K
PMBC
3120
DELISTED
Pacific Mercantile Bancorp
PMBC
$24K ﹤0.01%
2,422
JAX
3121
DELISTED
J. Alexander's Holdings, Inc.
JAX
$24K ﹤0.01%
2,151
TTPH
3122
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$24K ﹤0.01%
342
-137
-29% -$9.61K
BGSF icon
3123
BGSF Inc
BGSF
$72M
$23K ﹤0.01%
980
CHMG icon
3124
Chemung Financial Corp
CHMG
$252M
$23K ﹤0.01%
452
-181
-29% -$9.21K
CLAR icon
3125
Clarus
CLAR
$151M
$23K ﹤0.01%
2,845
-1,219
-30% -$9.86K