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
-14.36%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$283B
AUM Growth
-$46.2B
Cap. Flow
+$7.52B
Cap. Flow %
2.66%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,979
Reduced
1,148
Closed
276

Top Buys

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CVX
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XOM icon
Exxon Mobil
XOM
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4
TSLA icon
Tesla
TSLA
+$208M
5
MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EVC icon
3126
Entravision Communication
EVC
$215M
$28K ﹤0.01%
6,086
+1,341
+28% +$6.17K
FSBC icon
3127
Five Star Bancorp
FSBC
$700M
$28K ﹤0.01%
1,057
-38
-3% -$1.01K
INBK icon
3128
First Internet Bancorp
INBK
$209M
$28K ﹤0.01%
761
+17
+2% +$625
CTV
3129
DELISTED
Innovid Corp.
CTV
$28K ﹤0.01%
+16,843
New +$28K
ADTH
3130
DELISTED
AdTheorent Holding Company, Inc. Common Stock
ADTH
$28K ﹤0.01%
+9,088
New +$28K
IRNT
3131
DELISTED
IronNet, Inc.
IRNT
$28K ﹤0.01%
+12,490
New +$28K
CORZ
3132
DELISTED
Core Scientific, Inc. Common Stock
CORZ
$28K ﹤0.01%
+19,173
New +$28K
BLFY icon
3133
Blue Foundry Bancorp
BLFY
$200M
$27K ﹤0.01%
2,261
-33
-1% -$394
CARE icon
3134
Carter Bankshares
CARE
$450M
$27K ﹤0.01%
2,050
+48
+2% +$632
CLBT icon
3135
Cellebrite
CLBT
$4.18B
$27K ﹤0.01%
5,233
GOGL
3136
DELISTED
Golden Ocean Group
GOGL
$27K ﹤0.01%
+2,331
New +$27K
INVE icon
3137
Identive
INVE
$89.2M
$27K ﹤0.01%
2,301
+132
+6% +$1.55K
NN icon
3138
NextNav
NN
$2.2B
$27K ﹤0.01%
+11,990
New +$27K
TIL icon
3139
Instil Bio
TIL
$155M
$27K ﹤0.01%
293
+6
+2% +$553
LEV
3140
DELISTED
The Lion Electric Company
LEV
$27K ﹤0.01%
6,497
EIGR
3141
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$27K ﹤0.01%
144
+55
+62% +$10.3K
EGLX
3142
DELISTED
Enthusiast Gaming Holdings Inc. Common Stock
EGLX
$27K ﹤0.01%
13,541
-3,299
-20% -$6.58K
CYBE
3143
DELISTED
Cyberoptics Corp
CYBE
$27K ﹤0.01%
+773
New +$27K
BSRR icon
3144
Sierra Bancorp
BSRR
$408M
$26K ﹤0.01%
1,180
+53
+5% +$1.17K
CIVB icon
3145
Civista Bancshares
CIVB
$407M
$26K ﹤0.01%
1,226
CTOS icon
3146
Custom Truck One Source
CTOS
$1.29B
$26K ﹤0.01%
4,667
-343
-7% -$1.91K
DJCO icon
3147
Daily Journal
DJCO
$661M
$26K ﹤0.01%
100
FRST icon
3148
Primis Financial Corp
FRST
$269M
$26K ﹤0.01%
1,880
-41
-2% -$567
GNTY icon
3149
Guaranty Bancshares
GNTY
$552M
$26K ﹤0.01%
725
+115
+19% +$4.12K
IRMD icon
3150
iRadimed
IRMD
$910M
$26K ﹤0.01%
765
+88
+13% +$2.99K