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

1
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CVX icon
Chevron
CVX
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3
XOM icon
Exxon Mobil
XOM
+$268M
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
MVBF icon
3151
MVB Financial
MVBF
$307M
$26K ﹤0.01%
849
+28
+3% +$857
RBB icon
3152
RBB Bancorp
RBB
$334M
$26K ﹤0.01%
1,259
+88
+8% +$1.82K
STR
3153
DELISTED
Sitio Royalties
STR
$26K ﹤0.01%
1,128
+69
+7% +$1.59K
TKC icon
3154
Turkcell
TKC
$4.8B
$26K ﹤0.01%
10,317
USER
3155
DELISTED
UserTesting, Inc.
USER
$26K ﹤0.01%
5,121
+4,242
+483% +$21.5K
IEA
3156
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$26K ﹤0.01%
3,288
+779
+31% +$6.16K
CDR
3157
DELISTED
Cedar Realty Trust, Inc
CDR
$26K ﹤0.01%
+898
New +$26K
BHR
3158
Braemar Hotels & Resorts
BHR
$205M
$25K ﹤0.01%
5,719
+1,447
+34% +$6.33K
BLUE
3159
DELISTED
bluebird bio
BLUE
$25K ﹤0.01%
298
-1,026
-77% -$86.1K
EBTC
3160
DELISTED
Enterprise Bancorp
EBTC
$25K ﹤0.01%
762
+41
+6% +$1.35K
FNLC icon
3161
First Bancorp
FNLC
$304M
$25K ﹤0.01%
829
+17
+2% +$513
OPY icon
3162
Oppenheimer Holdings
OPY
$806M
$25K ﹤0.01%
748
+14
+2% +$468
PSTL
3163
Postal Realty Trust
PSTL
$393M
$25K ﹤0.01%
1,686
+242
+17% +$3.59K
RM icon
3164
Regional Management Corp
RM
$415M
$25K ﹤0.01%
677
+10
+1% +$369
BCOV
3165
DELISTED
Brightcove, Inc.
BCOV
$25K ﹤0.01%
4,031
-8,888
-69% -$55.1K
SMMF
3166
DELISTED
Summit Financial Group, Inc.
SMMF
$25K ﹤0.01%
898
AMLX icon
3167
Amylyx Pharmaceuticals
AMLX
$1.05B
$24K ﹤0.01%
1,224
+319
+35% +$6.26K
AMPY icon
3168
Amplify Energy
AMPY
$160M
$24K ﹤0.01%
+3,664
New +$24K
BBW icon
3169
Build-A-Bear
BBW
$976M
$24K ﹤0.01%
+1,439
New +$24K
CVLG icon
3170
Covenant Logistics
CVLG
$590M
$24K ﹤0.01%
1,948
DAC icon
3171
Danaos Corp
DAC
$1.74B
$24K ﹤0.01%
377
DAO
3172
Youdao
DAO
$1.06B
$24K ﹤0.01%
4,898
DESP
3173
DELISTED
Despegar.com
DESP
$24K ﹤0.01%
2,970
-21,658
-88% -$175K
DOYU
3174
DouYu International Holdings
DOYU
$243M
$24K ﹤0.01%
2,034
ESQ icon
3175
Esquire Financial Holdings
ESQ
$826M
$24K ﹤0.01%
+717
New +$24K