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
+7.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$380B
AUM Growth
+$26.1B
Cap. Flow
+$4.45B
Cap. Flow %
1.17%
Top 10 Hldgs %
30.42%
Holding
3,448
New
36
Increased
1,596
Reduced
1,180
Closed
43

Top Buys

1
NVDA icon
NVIDIA
NVDA
+$1.79B
2
AAPL icon
Apple
AAPL
+$1.21B
3
MSFT icon
Microsoft
MSFT
+$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TCX icon
3101
Tucows
TCX
$194M
$17.5K ﹤0.01%
839
BHR
3102
Braemar Hotels & Resorts
BHR
$196M
$17.5K ﹤0.01%
5,666
FORR icon
3103
Forrester Research
FORR
$192M
$17.5K ﹤0.01%
972
DC icon
3104
Dakota Gold
DC
$515M
$17.5K ﹤0.01%
7,395
+1,731
+31% +$4.09K
TLS icon
3105
Telos
TLS
$457M
$17.4K ﹤0.01%
4,845
-54,325
-92% -$195K
BPRN icon
3106
Princeton Bancorp
BPRN
$220M
$17.4K ﹤0.01%
470
MBCN icon
3107
Middlefield Banc Corp
MBCN
$242M
$17.3K ﹤0.01%
600
RGCO icon
3108
RGC Resources
RGCO
$229M
$17.3K ﹤0.01%
765
ARAY icon
3109
Accuray
ARAY
$176M
$17.3K ﹤0.01%
9,591
-648
-6% -$1.17K
BRT
3110
BRT Apartments
BRT
$288M
$17.2K ﹤0.01%
979
NVRO
3111
DELISTED
NEVRO CORP.
NVRO
$17.1K ﹤0.01%
3,067
-20,978
-87% -$117K
NXDT
3112
NexPoint Diversified Real Estate Trust
NXDT
$178M
$17K ﹤0.01%
2,723
PESI icon
3113
Perma-Fix Environmental Services
PESI
$185M
$17K ﹤0.01%
1,383
PCB icon
3114
PCB Bancorp
PCB
$309M
$16.9K ﹤0.01%
900
ASPI icon
3115
ASP Isotopes
ASPI
$778M
$16.9K ﹤0.01%
6,080
+1,692
+39% +$4.7K
OVLY icon
3116
Oak Valley Bancorp
OVLY
$244M
$16.8K ﹤0.01%
634
OPRX icon
3117
OptimizeRx
OPRX
$325M
$16.8K ﹤0.01%
2,181
+428
+24% +$3.3K
NATR icon
3118
Nature's Sunshine
NATR
$299M
$16.8K ﹤0.01%
1,231
SMID icon
3119
Smith-Midland
SMID
$213M
$16.7K ﹤0.01%
499
BDTX icon
3120
Black Diamond Therapeutics
BDTX
$185M
$16.6K ﹤0.01%
3,825
JOUT icon
3121
Johnson Outdoors
JOUT
$424M
$16.6K ﹤0.01%
459
-3,017
-87% -$109K
WEYS icon
3122
Weyco Group
WEYS
$283M
$16.6K ﹤0.01%
487
CTV
3123
DELISTED
Innovid Corp.
CTV
$16.5K ﹤0.01%
9,183
-505
-5% -$909
ACHV icon
3124
Achieve Life Sciences
ACHV
$165M
$16.5K ﹤0.01%
3,484
ZYXI icon
3125
Zynex
ZYXI
$44.5M
$16.5K ﹤0.01%
2,022