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
-0.59%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$131B
AUM Growth
-$7.14B
Cap. Flow
-$4.79B
Cap. Flow %
-3.66%
Top 10 Hldgs %
15.56%
Holding
3,334
New
51
Increased
1,273
Reduced
1,618
Closed
54

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PTGX icon
3126
Protagonist Therapeutics
PTGX
$3.5B
$19K ﹤0.01%
2,205
WLFC icon
3127
Willis Lease Finance
WLFC
$1.14B
$19K ﹤0.01%
556
IMDZ
3128
DELISTED
Immune Design Corp.
IMDZ
$19K ﹤0.01%
5,795
CRIS icon
3129
Curis
CRIS
$21.4M
$18K ﹤0.01%
276
-127
-32% -$8.28K
ITRN icon
3130
Ituran Location and Control
ITRN
$685M
$18K ﹤0.01%
582
MBCN icon
3131
Middlefield Banc Corp
MBCN
$236M
$18K ﹤0.01%
750
XFOR icon
3132
X4 Pharmaceuticals
XFOR
$76.1M
$18K ﹤0.01%
+4
New +$18K
OTIC
3133
DELISTED
Otonomy, Inc.
OTIC
$18K ﹤0.01%
4,170
-2,178
-34% -$9.4K
CYBE
3134
DELISTED
Cyberoptics Corp
CYBE
$18K ﹤0.01%
1,014
PHIIK
3135
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
$18K ﹤0.01%
1,800
-1,132
-39% -$11.3K
GCBC icon
3136
Greene County Bancorp
GCBC
$407M
$17K ﹤0.01%
946
IBRX icon
3137
ImmunityBio
IBRX
$2.28B
$17K ﹤0.01%
4,489
-447
-9% -$1.69K
MPX icon
3138
Marine Products Corp
MPX
$324M
$17K ﹤0.01%
1,223
MVIS icon
3139
Microvision
MVIS
$334M
$17K ﹤0.01%
15,237
PKBK icon
3140
Parke Bancorp
PKBK
$269M
$17K ﹤0.01%
992
TRAK icon
3141
ReposiTrak
TRAK
$318M
$17K ﹤0.01%
1,900
HALL
3142
DELISTED
Hallmark Financial Services, Inc.
HALL
$17K ﹤0.01%
195
SWCH
3143
DELISTED
Switch, Inc. Class A Common Stock
SWCH
$17K ﹤0.01%
1,056
-31
-3% -$499
LBY
3144
DELISTED
Libbey, Inc.
LBY
$17K ﹤0.01%
3,419
-2,712
-44% -$13.5K
AVXL icon
3145
Anavex Life Sciences
AVXL
$803M
$16K ﹤0.01%
5,773
GSIT icon
3146
GSI Technology
GSIT
$85.5M
$16K ﹤0.01%
2,162
PLYA
3147
DELISTED
Playa Hotels & Resorts
PLYA
$16K ﹤0.01%
+1,532
New +$16K
SCPH icon
3148
scPharmaceuticals
SCPH
$300M
$16K ﹤0.01%
+1,265
New +$16K
XIFR
3149
XPLR Infrastructure, LP
XIFR
$939M
$16K ﹤0.01%
403
VIVE
3150
DELISTED
VIVEVE MED INC
VIVE
$16K ﹤0.01%
4
+2
+100% +$8K