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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SMSI icon
3101
Smith Micro Software
SMSI
$15.3M
$22K ﹤0.01%
489
-35
-7% -$1.58K
TLYS icon
3102
Tilly's
TLYS
$57.6M
$22K ﹤0.01%
1,955
VRCA icon
3103
Verrica Pharmaceuticals
VRCA
$47.7M
$22K ﹤0.01%
144
-12
-8% -$1.83K
VYGR icon
3104
Voyager Therapeutics
VYGR
$226M
$22K ﹤0.01%
4,627
+784
+20% +$3.73K
VYNE icon
3105
VYNE Therapeutics
VYNE
$7.6M
$22K ﹤0.01%
179
GATO
3106
DELISTED
Gatos Silver, Inc.
GATO
$22K ﹤0.01%
2,188
+270
+14% +$2.72K
KDNY
3107
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
$22K ﹤0.01%
1,435
-119
-8% -$1.82K
MSON
3108
DELISTED
Misonix Inc
MSON
$22K ﹤0.01%
1,122
-106
-9% -$2.08K
FCBP
3109
DELISTED
First Choice Bancorp Common Stock
FCBP
$22K ﹤0.01%
915
EVC icon
3110
Entravision Communication
EVC
$224M
$21K ﹤0.01%
5,230
-6,948
-57% -$27.9K
FDBC icon
3111
Fidelity D&D Bancorp
FDBC
$253M
$21K ﹤0.01%
348
HBCP icon
3112
Home Bancorp
HBCP
$436M
$21K ﹤0.01%
578
-108
-16% -$3.92K
HRMY icon
3113
Harmony Biosciences
HRMY
$2.11B
$21K ﹤0.01%
631
ITRN icon
3114
Ituran Location and Control
ITRN
$671M
$21K ﹤0.01%
954
OVID icon
3115
Ovid Therapeutics
OVID
$83.9M
$21K ﹤0.01%
5,199
-21,322
-80% -$86.1K
SPFI icon
3116
South Plains Financial
SPFI
$653M
$21K ﹤0.01%
939
TARS icon
3117
Tarsus Pharmaceuticals
TARS
$2.4B
$21K ﹤0.01%
639
ULH icon
3118
Universal Logistics Holdings
ULH
$657M
$21K ﹤0.01%
791
-86
-10% -$2.28K
XENE icon
3119
Xenon Pharmaceuticals
XENE
$2.91B
$21K ﹤0.01%
1,196
EXPR
3120
DELISTED
Express, Inc.
EXPR
$21K ﹤0.01%
264
-209
-44% -$16.6K
PZN
3121
DELISTED
Pzena Investment Management, Inc. Class A
PZN
$21K ﹤0.01%
1,952
-78
-4% -$839
PFBI
3122
DELISTED
Premier Financial Bancorp
PFBI
$21K ﹤0.01%
1,153
KIN
3123
DELISTED
Kindred Biosciences, Inc.
KIN
$21K ﹤0.01%
4,262
AGS
3124
DELISTED
PlayAGS
AGS
$20K ﹤0.01%
2,514
-86
-3% -$684
ALTG icon
3125
Alta Equipment Group
ALTG
$268M
$20K ﹤0.01%
1,504