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
+9.13%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$307B
AUM Growth
+$27.8B
Cap. Flow
+$7.47B
Cap. Flow %
2.43%
Top 10 Hldgs %
25.83%
Holding
3,624
New
248
Increased
1,958
Reduced
995
Closed
217

Top Buys

1
MSFT icon
Microsoft
MSFT
+$438M
2
TSLA icon
Tesla
TSLA
+$419M
3
AAPL icon
Apple
AAPL
+$419M
4
AMZN icon
Amazon
AMZN
+$344M
5
AVGO icon
Broadcom
AVGO
+$204M

Sector Composition

1 Technology 28.76%
2 Healthcare 13.34%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TEAD
3126
Teads Holding Co. Common Stock
TEAD
$158M
$19.3K ﹤0.01%
3,915
+521
+15% +$2.56K
NN icon
3127
NextNav
NN
$2.1B
$19.2K ﹤0.01%
6,536
-1,452
-18% -$4.27K
VLGEA icon
3128
Village Super Market
VLGEA
$554M
$19.1K ﹤0.01%
838
OVID icon
3129
Ovid Therapeutics
OVID
$88.2M
$18.9K ﹤0.01%
+5,763
New +$18.9K
HT
3130
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$18.9K ﹤0.01%
3,098
PLBC icon
3131
Plumas Bancorp
PLBC
$314M
$18.8K ﹤0.01%
+527
New +$18.8K
NAUT icon
3132
Nautilus Biotechnolgy
NAUT
$88.5M
$18.7K ﹤0.01%
4,835
+815
+20% +$3.16K
IMAB
3133
I-MAB
IMAB
$376M
$18.7K ﹤0.01%
6,259
SKYX icon
3134
SKYX Platforms
SKYX
$133M
$18.5K ﹤0.01%
+6,943
New +$18.5K
HNRG icon
3135
Hallador Energy
HNRG
$749M
$18.4K ﹤0.01%
+2,150
New +$18.4K
SMTI icon
3136
Sanara MedTech
SMTI
$318M
$18.4K ﹤0.01%
+459
New +$18.4K
POWW icon
3137
Outdoor Holding Company Common Stock
POWW
$169M
$18.4K ﹤0.01%
8,629
FRST icon
3138
Primis Financial Corp
FRST
$275M
$18.3K ﹤0.01%
2,171
CELC icon
3139
Celcuity
CELC
$2.65B
$18.2K ﹤0.01%
+1,660
New +$18.2K
SFST icon
3140
Southern First Bancshares
SFST
$369M
$18.2K ﹤0.01%
736
HOFT icon
3141
Hooker Furnishings Corp
HOFT
$115M
$18.2K ﹤0.01%
+975
New +$18.2K
HFFG icon
3142
HF Foods Group
HFFG
$168M
$18.2K ﹤0.01%
3,878
RELL icon
3143
Richardson Electronics
RELL
$139M
$18.2K ﹤0.01%
+1,102
New +$18.2K
EGAN icon
3144
eGain
EGAN
$209M
$18.2K ﹤0.01%
2,426
+292
+14% +$2.19K
NECB icon
3145
Northeast Community Bancorp
NECB
$277M
$18.1K ﹤0.01%
+1,219
New +$18.1K
INZY
3146
DELISTED
Inozyme Pharma
INZY
$18.1K ﹤0.01%
+3,255
New +$18.1K
OBT icon
3147
Orange County Bancorp
OBT
$355M
$18.1K ﹤0.01%
+980
New +$18.1K
STKS icon
3148
The ONE Group
STKS
$84.2M
$18.1K ﹤0.01%
2,475
-128
-5% -$937
INNV icon
3149
InnovAge Holding
INNV
$577M
$18.1K ﹤0.01%
2,415
+431
+22% +$3.23K
TDUP icon
3150
ThredUp
TDUP
$1.37B
$18.1K ﹤0.01%
7,419
+2,497
+51% +$6.09K