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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PBYI icon
3126
Puma Biotechnology
PBYI
$225M
$11.6K ﹤0.01%
3,912
FLL icon
3127
Full House Resorts
FLL
$120M
$11.6K ﹤0.01%
2,764
SRI icon
3128
Stoneridge
SRI
$228M
$11.5K ﹤0.01%
2,514
TLS icon
3129
Telos
TLS
$490M
$11.5K ﹤0.01%
4,845
SMHI icon
3130
SEACOR Marine Holdings
SMHI
$180M
$11.5K ﹤0.01%
2,267
CLAR icon
3131
Clarus
CLAR
$147M
$11.5K ﹤0.01%
3,056
GENC icon
3132
Gencor Industries
GENC
$224M
$11.4K ﹤0.01%
941
STHO icon
3133
Star Holdings Shares of Beneficial Interest
STHO
$118M
$11.4K ﹤0.01%
1,343
JOUT icon
3134
Johnson Outdoors
JOUT
$422M
$11.4K ﹤0.01%
459
EML icon
3135
Eastern Company
EML
$155M
$11.3K ﹤0.01%
447
DAC icon
3136
Danaos Corp
DAC
$1.73B
$11.3K ﹤0.01%
145
ALEC icon
3137
Alector
ALEC
$278M
$11.2K ﹤0.01%
9,056
-57,116
-86% -$70.5K
ONTF icon
3138
ON24
ONTF
$232M
$11.1K ﹤0.01%
2,143
ACTG icon
3139
Acacia Research
ACTG
$317M
$11.1K ﹤0.01%
3,480
QSI icon
3140
Quantum-Si Incorporated
QSI
$239M
$11.1K ﹤0.01%
9,294
GPMT
3141
Granite Point Mortgage Trust
GPMT
$142M
$11.1K ﹤0.01%
4,263
NXDT
3142
NexPoint Diversified Real Estate Trust
NXDT
$179M
$11K ﹤0.01%
2,876
+44
+2% +$169
TSQ icon
3143
Townsquare Media
TSQ
$115M
$11K ﹤0.01%
1,348
JILL icon
3144
J. Jill
JILL
$273M
$11K ﹤0.01%
561
SAVA icon
3145
Cassava Sciences
SAVA
$102M
$10.9K ﹤0.01%
7,256
-39,112
-84% -$58.8K
AOMR
3146
Angel Oak Mortgage REIT
AOMR
$232M
$10.9K ﹤0.01%
1,142
WBTN
3147
WEBTOON Entertainment Inc. Common Stock
WBTN
$1.86B
$10.9K ﹤0.01%
1,419
ENTA icon
3148
Enanta Pharmaceuticals
ENTA
$177M
$10.9K ﹤0.01%
1,968
EVC icon
3149
Entravision Communication
EVC
$226M
$10.9K ﹤0.01%
5,170
SERA icon
3150
Sera Prognostics
SERA
$118M
$10.8K ﹤0.01%
2,947