Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+3.99%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$378B
AUM Growth
+$378B
Cap. Flow
-$6.13B
Cap. Flow %
-1.62%
Top 10 Hldgs %
33.03%
Holding
3,439
New
34
Increased
1,427
Reduced
1,294
Closed
49

Sector Composition

1 Technology 33.87%
2 Financials 13.19%
3 Consumer Discretionary 10.31%
4 Healthcare 10.02%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RMAX icon
3101
RE/MAX Holdings
RMAX
$189M
$16.3K ﹤0.01%
1,527
DC icon
3102
Dakota Gold
DC
$468M
$16.3K ﹤0.01%
7,395
ZYXI icon
3103
Zynex
ZYXI
$49.7M
$16.2K ﹤0.01%
2,022
BPRN icon
3104
Princeton Bancorp
BPRN
$231M
$16.2K ﹤0.01%
470
ARQ icon
3105
Arq
ARQ
$330M
$16.1K ﹤0.01%
2,128
INBX icon
3106
Inhibrx
INBX
$408M
$16.1K ﹤0.01%
1,045
GRDN
3107
Guardian Pharmacy Services, Inc.
GRDN
$1.67B
$16K ﹤0.01%
+791
New +$16K
CHRS icon
3108
Coherus Oncology, Inc. Common Stock
CHRS
$135M
$16K ﹤0.01%
11,625
HRTX icon
3109
Heron Therapeutics
HRTX
$207M
$16K ﹤0.01%
10,432
MRSN icon
3110
Mersana Therapeutics
MRSN
$36.5M
$15.9K ﹤0.01%
11,097
DSGN icon
3111
Design Therapeutics
DSGN
$315M
$15.8K ﹤0.01%
2,565
RSVR icon
3112
Reservoir Media
RSVR
$517M
$15.8K ﹤0.01%
1,743
SRI icon
3113
Stoneridge
SRI
$232M
$15.8K ﹤0.01%
2,514
-27,813
-92% -$174K
MDWD icon
3114
MediWound
MDWD
$182M
$15.7K ﹤0.01%
884
SCPH icon
3115
scPharmaceuticals
SCPH
$295M
$15.7K ﹤0.01%
4,425
+1,406
+47% +$4.98K
ATNI icon
3116
ATN International
ATNI
$259M
$15.6K ﹤0.01%
927
FENC icon
3117
Fennec Pharmaceuticals
FENC
$247M
$15.5K ﹤0.01%
2,451
ESSA
3118
DELISTED
ESSA Bancorp
ESSA
$15.5K ﹤0.01%
795
JILL icon
3119
J. Jill
JILL
$256M
$15.5K ﹤0.01%
561
RELL icon
3120
Richardson Electronics
RELL
$142M
$15.5K ﹤0.01%
1,102
UP icon
3121
Wheels Up
UP
$1.69B
$15.5K ﹤0.01%
9,398
-543
-5% -$893
FET icon
3122
Forum Energy Technologies
FET
$315M
$15.5K ﹤0.01%
998
CHMG icon
3123
Chemung Financial Corp
CHMG
$258M
$15.4K ﹤0.01%
316
PVBC icon
3124
Provident Bancorp
PVBC
$229M
$15.4K ﹤0.01%
1,349
RGCO icon
3125
RGC Resources
RGCO
$230M
$15.3K ﹤0.01%
765