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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GWRS icon
3101
Global Water Resources
GWRS
$271M
$12.5K ﹤0.01%
1,216
MED icon
3102
Medifast
MED
$154M
$12.5K ﹤0.01%
929
ALMS
3103
Alumis Inc. Common Stock
ALMS
$455M
$12.5K ﹤0.01%
2,030
+769
+61% +$4.72K
HLLY icon
3104
Holley
HLLY
$370M
$12.4K ﹤0.01%
4,843
TRUE icon
3105
TrueCar
TRUE
$215M
$12.4K ﹤0.01%
7,874
LAW icon
3106
CS Disco
LAW
$357M
$12.4K ﹤0.01%
3,030
CATX icon
3107
Perspective Therapeutics
CATX
$258M
$12.4K ﹤0.01%
5,803
-42,735
-88% -$91K
RELL icon
3108
Richardson Electronics
RELL
$141M
$12.3K ﹤0.01%
1,102
SNDA icon
3109
Sonida Senior Living
SNDA
$500M
$12.3K ﹤0.01%
526
TE
3110
T1 Energy Inc.
TE
$290M
$12.2K ﹤0.01%
9,692
OFLX icon
3111
Omega Flex
OFLX
$341M
$12.1K ﹤0.01%
349
-2,639
-88% -$91.8K
LWAY icon
3112
Lifeway Foods
LWAY
$509M
$12.1K ﹤0.01%
494
CDZI icon
3113
Cadiz
CDZI
$322M
$12.1K ﹤0.01%
4,114
-209
-5% -$612
STRW icon
3114
Strawberry Fields REIT
STRW
$154M
$12.1K ﹤0.01%
1,012
+398
+65% +$4.74K
ADCT icon
3115
ADC Therapeutics
ADCT
$372M
$12K ﹤0.01%
8,537
ZBIO
3116
Zenas BioPharma, Inc. Common Stock
ZBIO
$852M
$12K ﹤0.01%
1,519
CTRN icon
3117
Citi Trends
CTRN
$281M
$11.9K ﹤0.01%
539
-143
-21% -$3.17K
BBCP icon
3118
Concrete Pumping Holdings
BBCP
$364M
$11.9K ﹤0.01%
2,183
TEAD
3119
Teads Holding Co. Common Stock
TEAD
$163M
$11.9K ﹤0.01%
3,195
PRME icon
3120
Prime Medicine
PRME
$726M
$11.8K ﹤0.01%
5,915
-364
-6% -$724
SKIN icon
3121
The Beauty Health Co
SKIN
$321M
$11.8K ﹤0.01%
8,781
BRCC icon
3122
BRC Inc
BRCC
$183M
$11.8K ﹤0.01%
5,624
SNBR icon
3123
Sleep Number
SNBR
$214M
$11.7K ﹤0.01%
1,848
SCPH icon
3124
scPharmaceuticals
SCPH
$302M
$11.6K ﹤0.01%
4,425
III icon
3125
Information Services Group
III
$253M
$11.6K ﹤0.01%
2,963