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
-3.17%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.5B
Cap. Flow %
4.72%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Sector Composition

1 Technology 25.92%
2 Financials 13.2%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ARAY icon
3101
Accuray
ARAY
$175M
$32K ﹤0.01%
9,763
+349
+4% +$1.14K
ARIS icon
3102
Aris Water Solutions
ARIS
$789M
$32K ﹤0.01%
1,738
FPI
3103
Farmland Partners
FPI
$471M
$32K ﹤0.01%
2,292
INBK icon
3104
First Internet Bancorp
INBK
$209M
$32K ﹤0.01%
744
OPY icon
3105
Oppenheimer Holdings
OPY
$763M
$32K ﹤0.01%
734
RM icon
3106
Regional Management Corp
RM
$412M
$32K ﹤0.01%
667
SFST icon
3107
Southern First Bancshares
SFST
$362M
$32K ﹤0.01%
626
TNYA icon
3108
Tenaya Therapeutics
TNYA
$212M
$32K ﹤0.01%
2,737
+1,432
+110% +$16.7K
ICVX
3109
DELISTED
Icosavax, Inc. Common Stock
ICVX
$32K ﹤0.01%
4,600
+1,063
+30% +$7.4K
ASX icon
3110
ASE Group
ASX
$24.6B
$31K ﹤0.01%
4,323
BCAB icon
3111
BioAtla
BCAB
$39.2M
$31K ﹤0.01%
6,165
+91
+1% +$458
BLFY icon
3112
Blue Foundry Bancorp
BLFY
$200M
$31K ﹤0.01%
2,294
+70
+3% +$946
BWB icon
3113
Bridgewater Bancshares
BWB
$452M
$31K ﹤0.01%
1,836
CTO
3114
CTO Realty Growth
CTO
$561M
$31K ﹤0.01%
1,386
DJCO icon
3115
Daily Journal
DJCO
$661M
$31K ﹤0.01%
100
ESPR icon
3116
Esperion Therapeutics
ESPR
$524M
$31K ﹤0.01%
6,745
+3,608
+115% +$16.6K
FSBC icon
3117
Five Star Bancorp
FSBC
$700M
$31K ﹤0.01%
1,095
URG
3118
Ur-Energy
URG
$547M
$31K ﹤0.01%
19,173
+1,021
+6% +$1.65K
VERA icon
3119
Vera Therapeutics
VERA
$1.55B
$31K ﹤0.01%
1,307
+374
+40% +$8.87K
SEI
3120
Solaris Energy Infrastructure, Inc.
SEI
$1.31B
$31K ﹤0.01%
2,744
AMNB
3121
DELISTED
American National Bankshares Inc
AMNB
$31K ﹤0.01%
832
CIVB icon
3122
Civista Bancshares
CIVB
$407M
$30K ﹤0.01%
1,226
EVC icon
3123
Entravision Communication
EVC
$215M
$30K ﹤0.01%
4,745
IRMD icon
3124
iRadimed
IRMD
$910M
$30K ﹤0.01%
677
+5
+0.7% +$222
MPB icon
3125
Mid Penn Bancorp
MPB
$691M
$30K ﹤0.01%
1,120