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
-3.17%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.5B
Cap. Flow %
4.72%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Sector Composition

1 Technology 25.92%
2 Financials 13.2%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PFIS icon
3126
Peoples Financial Services
PFIS
$526M
$30K ﹤0.01%
587
ROOT icon
3127
Root
ROOT
$1.56B
$30K ﹤0.01%
854
+240
+39% +$8.43K
IEA
3128
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$30K ﹤0.01%
2,509
TLMD
3129
DELISTED
SOC Telemed, Inc. Class A Common Stock
TLMD
$30K ﹤0.01%
9,703
ATOM icon
3130
Atomera
ATOM
$108M
$29K ﹤0.01%
2,188
+81
+4% +$1.07K
EBTC
3131
DELISTED
Enterprise Bancorp
EBTC
$29K ﹤0.01%
721
NAT icon
3132
Nordic American Tanker
NAT
$688M
$29K ﹤0.01%
13,495
SGU icon
3133
Star Group
SGU
$394M
$29K ﹤0.01%
2,645
SKYT icon
3134
SkyWater Technology
SKYT
$532M
$29K ﹤0.01%
2,698
SMBC icon
3135
Southern Missouri Bancorp
SMBC
$651M
$29K ﹤0.01%
585
STR
3136
DELISTED
Sitio Royalties
STR
$29K ﹤0.01%
1,059
STTK icon
3137
Shattuck Labs
STTK
$90.1M
$29K ﹤0.01%
6,928
+147
+2% +$615
WTI icon
3138
W&T Offshore
WTI
$260M
$29K ﹤0.01%
7,527
ARCE
3139
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$29K ﹤0.01%
1,397
YELL
3140
DELISTED
Yellow Corporation Common Stock
YELL
$29K ﹤0.01%
4,112
BSRR icon
3141
Sierra Bancorp
BSRR
$413M
$28K ﹤0.01%
1,127
CZNC icon
3142
Citizens & Northern Corp
CZNC
$314M
$28K ﹤0.01%
1,166
NEXA icon
3143
Nexa Resources
NEXA
$645M
$28K ﹤0.01%
3,020
OCFT
3144
OneConnect Financial Technology
OCFT
$282M
$28K ﹤0.01%
1,990
-40,544
-95% -$570K
RBB icon
3145
RBB Bancorp
RBB
$343M
$28K ﹤0.01%
1,171
-44
-4% -$1.05K
SMBK icon
3146
SmartFinancial
SMBK
$639M
$28K ﹤0.01%
1,110
ENFN
3147
DELISTED
Enfusion, Inc.
ENFN
$28K ﹤0.01%
2,181
+67
+3% +$860
OMIC
3148
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
$28K ﹤0.01%
150
+113
+305% +$21.1K
AMTX icon
3149
Aemetis
AMTX
$143M
$27K ﹤0.01%
2,163
AVNW icon
3150
Aviat Networks
AVNW
$285M
$27K ﹤0.01%
864