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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NRIM icon
3101
Northrim BanCorp
NRIM
$508M
$14K ﹤0.01%
553
-302
-35% -$7.65K
TELA icon
3102
TELA Bio
TELA
$64.2M
$14K ﹤0.01%
837
-56
-6% -$937
UBX
3103
DELISTED
Unity Biotechnology
UBX
$14K ﹤0.01%
413
-127
-24% -$4.31K
XOMA icon
3104
Xoma
XOMA
$427M
$14K ﹤0.01%
721
-227
-24% -$4.41K
AIOT
3105
PowerFleet, Inc. Common Stock
AIOT
$665M
$14K ﹤0.01%
2,413
-1,037
-30% -$6.02K
CSTR
3106
DELISTED
CapStar Financial Holdings, Inc
CSTR
$14K ﹤0.01%
1,416
-521
-27% -$5.15K
AAIC
3107
DELISTED
Arlington Asset Investment Corp.
AAIC
$14K ﹤0.01%
4,973
-1,557
-24% -$4.38K
EVLO
3108
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
$14K ﹤0.01%
134
+38
+40% +$3.97K
LOGC
3109
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
$14K ﹤0.01%
1,507
-623
-29% -$5.79K
MSON
3110
DELISTED
Misonix Inc
MSON
$14K ﹤0.01%
1,228
-830
-40% -$9.46K
AVEO
3111
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
$14K ﹤0.01%
2,330
+312
+15% +$1.88K
GSH
3112
DELISTED
Guangshen Railway Co. Ltd
GSH
$14K ﹤0.01%
1,700
-89
-5% -$733
ALCO icon
3113
Alico
ALCO
$261M
$13K ﹤0.01%
462
-210
-31% -$5.91K
ATLO icon
3114
AMES National
ATLO
$180M
$13K ﹤0.01%
777
-398
-34% -$6.66K
ATXS icon
3115
Astria Therapeutics
ATXS
$425M
$13K ﹤0.01%
343
-112
-25% -$4.25K
CARE icon
3116
Carter Bankshares
CARE
$448M
$13K ﹤0.01%
2,002
-983
-33% -$6.38K
CNTY icon
3117
Century Casinos
CNTY
$81.4M
$13K ﹤0.01%
2,387
-1,205
-34% -$6.56K
EBR.B icon
3118
Eletrobras Preferred Shares
EBR.B
$19.8B
$13K ﹤0.01%
2,300
ELVN icon
3119
Enliven Therapeutics
ELVN
$1.19B
$13K ﹤0.01%
156
-48
-24% -$4K
GNE icon
3120
Genie Energy
GNE
$396M
$13K ﹤0.01%
1,620
-440
-21% -$3.53K
IDN icon
3121
Intellicheck
IDN
$112M
$13K ﹤0.01%
1,995
-613
-24% -$3.99K
ITRN icon
3122
Ituran Location and Control
ITRN
$685M
$13K ﹤0.01%
954
KVHI icon
3123
KVH Industries
KVHI
$120M
$13K ﹤0.01%
1,437
-513
-26% -$4.64K
KZR icon
3124
Kezar Life Sciences
KZR
$29.4M
$13K ﹤0.01%
279
-35
-11% -$1.63K
LAKE icon
3125
Lakeland Industries
LAKE
$143M
$13K ﹤0.01%
674
-294
-30% -$5.67K