Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+3.99%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$378B
AUM Growth
+$378B
Cap. Flow
-$6.13B
Cap. Flow %
-1.62%
Top 10 Hldgs %
33.03%
Holding
3,439
New
34
Increased
1,427
Reduced
1,294
Closed
49

Sector Composition

1 Technology 33.87%
2 Financials 13.19%
3 Consumer Discretionary 10.31%
4 Healthcare 10.02%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
JYNT icon
3126
The Joint Corp
JYNT
$164M
$15.3K ﹤0.01%
1,440
FSP
3127
Franklin Street Properties
FSP
$172M
$15.3K ﹤0.01%
8,381
SAMG icon
3128
Silvercrest Asset Management
SAMG
$136M
$15.3K ﹤0.01%
833
PESI icon
3129
Perma-Fix Environmental Services
PESI
$215M
$15.3K ﹤0.01%
1,383
SMTI icon
3130
Sanara MedTech
SMTI
$308M
$15.2K ﹤0.01%
459
FORR icon
3131
Forrester Research
FORR
$183M
$15.2K ﹤0.01%
972
BCBP icon
3132
BCB Bancorp
BCBP
$150M
$15.2K ﹤0.01%
1,286
BOOM icon
3133
DMC Global
BOOM
$137M
$15.2K ﹤0.01%
2,062
JOUT icon
3134
Johnson Outdoors
JOUT
$406M
$15.1K ﹤0.01%
459
LAW icon
3135
CS Disco
LAW
$328M
$15.1K ﹤0.01%
3,030
ACTG icon
3136
Acacia Research
ACTG
$321M
$15.1K ﹤0.01%
3,480
VALE icon
3137
Vale
VALE
$43.4B
$15K ﹤0.01%
1,694
ZNTL icon
3138
Zentalis Pharmaceuticals
ZNTL
$124M
$15K ﹤0.01%
4,940
LCNB icon
3139
LCNB Corp
LCNB
$218M
$14.9K ﹤0.01%
987
PMTS icon
3140
CPI Card Group
PMTS
$173M
$14.9K ﹤0.01%
499
PLL icon
3141
Piedmont Lithium
PLL
$159M
$14.9K ﹤0.01%
1,704
SKYH icon
3142
Sky Harbour Group
SKYH
$356M
$14.9K ﹤0.01%
1,247
SMHI icon
3143
SEACOR Marine Holdings
SMHI
$181M
$14.9K ﹤0.01%
2,267
CHGG icon
3144
Chegg
CHGG
$147M
$14.8K ﹤0.01%
9,185
CMPX icon
3145
Compass Therapeutics
CMPX
$474M
$14.7K ﹤0.01%
10,171
MFIN icon
3146
Medallion Financial
MFIN
$244M
$14.7K ﹤0.01%
1,566
HLLY icon
3147
Holley
HLLY
$482M
$14.6K ﹤0.01%
4,843
-47,265
-91% -$143K
MODV
3148
DELISTED
ModivCare
MODV
$14.6K ﹤0.01%
1,234
SEVN
3149
Seven Hills Realty Trust
SEVN
$160M
$14.6K ﹤0.01%
1,116
LNKB icon
3150
LINKBANCORP
LNKB
$269M
$14.5K ﹤0.01%
1,944