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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ATLO icon
3126
AMES National
ATLO
$179M
$20K ﹤0.01%
777
CKPT
3127
DELISTED
Checkpoint Therapeutics
CKPT
$20K ﹤0.01%
633
-4,425
-87% -$140K
CVLG icon
3128
Covenant Logistics
CVLG
$599M
$20K ﹤0.01%
1,948
HURC icon
3129
Hurco Companies Inc
HURC
$117M
$20K ﹤0.01%
566
NKSH icon
3130
National Bankshares
NKSH
$198M
$20K ﹤0.01%
566
NRIM icon
3131
Northrim BanCorp
NRIM
$502M
$20K ﹤0.01%
467
-86
-16% -$3.68K
PAYS icon
3132
Paysign
PAYS
$286M
$20K ﹤0.01%
4,548
+673
+17% +$2.96K
TIPT icon
3133
Tiptree Inc
TIPT
$849M
$20K ﹤0.01%
2,220
RPT
3134
Rithm Property Trust Inc.
RPT
$121M
$20K ﹤0.01%
1,828
AIOT
3135
PowerFleet, Inc. Common Stock
AIOT
$670M
$20K ﹤0.01%
2,413
BVH
3136
DELISTED
Bluegreen Vacations Holding Corporation
BVH
$20K ﹤0.01%
1,102
CYBE
3137
DELISTED
Cyberoptics Corp
CYBE
$20K ﹤0.01%
770
-87
-10% -$2.26K
APR
3138
DELISTED
Apria, Inc. Common Stock
APR
$20K ﹤0.01%
+718
New +$20K
GPX
3139
DELISTED
GP Strategies Corp.
GPX
$20K ﹤0.01%
1,157
-958
-45% -$16.6K
EGLE
3140
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$20K ﹤0.01%
557
ESCA icon
3141
Escalade
ESCA
$178M
$19K ﹤0.01%
911
FSBW icon
3142
FS Bancorp
FSBW
$321M
$19K ﹤0.01%
570
-110
-16% -$3.67K
HOOK
3143
DELISTED
HOOKIPA Pharma
HOOK
$19K ﹤0.01%
141
-12
-8% -$1.62K
ISTR icon
3144
Investar Holding Corp
ISTR
$227M
$19K ﹤0.01%
901
LAKE icon
3145
Lakeland Industries
LAKE
$143M
$19K ﹤0.01%
674
LCNB icon
3146
LCNB Corp
LCNB
$228M
$19K ﹤0.01%
1,077
LYTS icon
3147
LSI Industries
LYTS
$699M
$19K ﹤0.01%
2,261
NBN icon
3148
Northeast Bank
NBN
$929M
$19K ﹤0.01%
705
PKBK icon
3149
Parke Bancorp
PKBK
$266M
$19K ﹤0.01%
934
PLPC icon
3150
Preformed Line Products
PLPC
$946M
$19K ﹤0.01%
270