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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MPX icon
3126
Marine Products Corp
MPX
$317M
$13K ﹤0.01%
856
-167
-16% -$2.54K
NATH icon
3127
Nathan's Famous
NATH
$431M
$13K ﹤0.01%
257
-129
-33% -$6.53K
NBN icon
3128
Northeast Bank
NBN
$945M
$13K ﹤0.01%
705
-268
-28% -$4.94K
NERV icon
3129
Minerva Neurosciences
NERV
$15M
$13K ﹤0.01%
509
-122
-19% -$3.12K
NWFL icon
3130
Norwood Financial Corp
NWFL
$247M
$13K ﹤0.01%
516
-247
-32% -$6.22K
PLPC icon
3131
Preformed Line Products
PLPC
$929M
$13K ﹤0.01%
270
-137
-34% -$6.6K
QMCO icon
3132
Quantum Corp
QMCO
$106M
$13K ﹤0.01%
140
-56
-29% -$5.2K
RFL icon
3133
Rafael Holdings
RFL
$50.5M
$13K ﹤0.01%
822
-585
-42% -$9.25K
RMTI icon
3134
Rockwell Medical
RMTI
$62M
$13K ﹤0.01%
1,116
-248
-18% -$2.89K
XENE icon
3135
Xenon Pharmaceuticals
XENE
$2.89B
$13K ﹤0.01%
1,196
PVLA
3136
Palvella Therapeutics, Inc. Common Stock
PVLA
$627M
$13K ﹤0.01%
78
-19
-20% -$3.17K
VOXX
3137
DELISTED
VOXX International Corporation Class A
VOXX
$13K ﹤0.01%
1,748
-703
-29% -$5.23K
PSTX
3138
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$13K ﹤0.01%
+1,466
New +$13K
VIA
3139
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$13K ﹤0.01%
303
-115
-28% -$4.93K
STXB
3140
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
$13K ﹤0.01%
1,199
-618
-34% -$6.7K
ALTG icon
3141
Alta Equipment Group
ALTG
$250M
$12K ﹤0.01%
1,504
-613
-29% -$4.89K
AQST icon
3142
Aquestive Therapeutics
AQST
$602M
$12K ﹤0.01%
2,493
-760
-23% -$3.66K
BCML icon
3143
BayCom
BCML
$325M
$12K ﹤0.01%
1,188
-462
-28% -$4.67K
CABA icon
3144
Cabaletta Bio
CABA
$150M
$12K ﹤0.01%
1,138
-488
-30% -$5.15K
CASI icon
3145
CASI Pharmaceuticals
CASI
$36.3M
$12K ﹤0.01%
806
-47
-6% -$700
CHMI
3146
Cherry Hill Mortgage Investment Corp
CHMI
$105M
$12K ﹤0.01%
1,284
-690
-35% -$6.45K
DLTH icon
3147
Duluth Holdings
DLTH
$124M
$12K ﹤0.01%
977
-290
-23% -$3.56K
EPM icon
3148
Evolution Petroleum
EPM
$176M
$12K ﹤0.01%
5,538
-1,195
-18% -$2.59K
FNKO icon
3149
Funko
FNKO
$182M
$12K ﹤0.01%
2,119
-761
-26% -$4.31K
FONR icon
3150
Fonar
FONR
$98.1M
$12K ﹤0.01%
556
-242
-30% -$5.22K