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
+9.03%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.5B
Cap. Flow %
3.18%
Top 10 Hldgs %
21%
Holding
3,799
New
279
Increased
1,358
Reduced
1,588
Closed
324

Sector Composition

1 Technology 24.32%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DZSI
3126
DELISTED
DZS Inc. Common Stock
DZSI
$31K ﹤0.01%
1,517
+455
+43% +$9.3K
EGLE
3127
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$31K ﹤0.01%
662
+105
+19% +$4.92K
BBAR icon
3128
BBVA Argentina
BBAR
$1.9B
$30K ﹤0.01%
9,200
BWB icon
3129
Bridgewater Bancshares
BWB
$442M
$30K ﹤0.01%
1,836
+121
+7% +$1.98K
CVGI icon
3130
Commercial Vehicle Group
CVGI
$67.3M
$30K ﹤0.01%
+2,860
New +$30K
DNTH icon
3131
Dianthus Therapeutics
DNTH
$1.02B
$30K ﹤0.01%
193
+52
+37% +$8.08K
ONTF icon
3132
ON24
ONTF
$237M
$30K ﹤0.01%
856
RCKY icon
3133
Rocky Brands
RCKY
$222M
$30K ﹤0.01%
548
-57
-9% -$3.12K
SGU icon
3134
Star Group
SGU
$395M
$30K ﹤0.01%
2,645
DSKE
3135
DELISTED
Daseke, Inc. Common Stock
DSKE
$30K ﹤0.01%
4,602
-657
-12% -$4.28K
LTRPA
3136
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$30K ﹤0.01%
7,302
+1,453
+25% +$5.97K
XONE
3137
DELISTED
The ExOne Company
XONE
$30K ﹤0.01%
1,391
-93
-6% -$2.01K
BSRR icon
3138
Sierra Bancorp
BSRR
$413M
$29K ﹤0.01%
1,127
-109
-9% -$2.81K
CCNE icon
3139
CNB Financial Corp
CCNE
$772M
$29K ﹤0.01%
1,263
+109
+9% +$2.5K
CZNC icon
3140
Citizens & Northern Corp
CZNC
$314M
$29K ﹤0.01%
1,182
DGICA icon
3141
Donegal Group Class A
DGICA
$704M
$29K ﹤0.01%
1,991
+166
+9% +$2.42K
FBP icon
3142
First Bancorp
FBP
$3.54B
$29K ﹤0.01%
2,473
FRST icon
3143
Primis Financial Corp
FRST
$275M
$29K ﹤0.01%
+1,921
New +$29K
GRFS icon
3144
Grifois
GRFS
$6.88B
$29K ﹤0.01%
1,671
IPSC icon
3145
Century Therapeutics
IPSC
$44.1M
$29K ﹤0.01%
+1,000
New +$29K
MCBS icon
3146
MetroCity Bankshares
MCBS
$756M
$29K ﹤0.01%
1,639
+110
+7% +$1.95K
SCOR icon
3147
Comscore
SCOR
$31.8M
$29K ﹤0.01%
286
+28
+11% +$2.84K
STGW icon
3148
Stagwell
STGW
$1.43B
$29K ﹤0.01%
+4,988
New +$29K
TLYS icon
3149
Tilly's
TLYS
$60.6M
$29K ﹤0.01%
1,795
-160
-8% -$2.59K
TNXP icon
3150
Tonix Pharmaceuticals
TNXP
$222M
0