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
CYD icon
3151
China Yuchai International
CYD
$1.29B
$27K ﹤0.01%
2,300
FRST icon
3152
Primis Financial Corp
FRST
$275M
$27K ﹤0.01%
1,921
KRUS icon
3153
Kura Sushi USA
KRUS
$985M
$27K ﹤0.01%
487
+82
+20% +$4.55K
NVEC icon
3154
NVE Corp
NVEC
$323M
$27K ﹤0.01%
495
PRLD icon
3155
Prelude Therapeutics
PRLD
$69.6M
$27K ﹤0.01%
3,914
XPOF icon
3156
Xponential Fitness
XPOF
$299M
$27K ﹤0.01%
1,148
+292
+34% +$6.87K
STXB
3157
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
$27K ﹤0.01%
1,028
ACT icon
3158
Enact Holdings
ACT
$5.69B
$26K ﹤0.01%
1,180
BHR
3159
Braemar Hotels & Resorts
BHR
$203M
$26K ﹤0.01%
4,272
IVVD icon
3160
Invivyd
IVVD
$239M
$26K ﹤0.01%
5,643
+3,658
+184% +$16.9K
NDLS icon
3161
Noodles & Co
NDLS
$31.1M
$26K ﹤0.01%
4,308
PASG icon
3162
Passage Bio
PASG
$22.8M
$26K ﹤0.01%
413
TNK icon
3163
Teekay Tankers
TNK
$1.8B
$26K ﹤0.01%
1,896
VMD icon
3164
Viemed Healthcare
VMD
$267M
$26K ﹤0.01%
4,831
VSTM icon
3165
Verastem
VSTM
$663M
$26K ﹤0.01%
1,543
NESR
3166
National Energy Services Reunited Corp. Ordinary Shares
NESR
$952M
$26K ﹤0.01%
3,054
NPKI
3167
NPK International Inc.
NPKI
$887M
$26K ﹤0.01%
7,152
FREE
3168
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
$26K ﹤0.01%
3,667
LUNA
3169
DELISTED
Luna Innovations Incorporated
LUNA
$26K ﹤0.01%
3,424
ATRO icon
3170
Astronics
ATRO
$1.37B
$25K ﹤0.01%
1,898
JBIO
3171
Jade Biosciences, Inc. Common Stock
JBIO
$254M
$25K ﹤0.01%
38
+11
+41% +$7.24K
EYPT icon
3172
EyePoint Pharmaceuticals
EYPT
$966M
$25K ﹤0.01%
2,031
+343
+20% +$4.22K
FHTX icon
3173
Foghorn Therapeutics
FHTX
$326M
$25K ﹤0.01%
1,665
+60
+4% +$901
KOPN icon
3174
Kopin
KOPN
$345M
$25K ﹤0.01%
9,964
MLR icon
3175
Miller Industries
MLR
$479M
$25K ﹤0.01%
874