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
ITI
3151
DELISTED
Iteris, Inc.
ITI
$18K ﹤0.01%
+4,553
New +$18K
THRX
3152
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
$18K ﹤0.01%
1,930
+497
+35% +$4.64K
III icon
3153
Information Services Group
III
$250M
$17.9K ﹤0.01%
3,343
BCML icon
3154
BayCom
BCML
$325M
$17.9K ﹤0.01%
1,073
PRPL icon
3155
Purple Innovation
PRPL
$115M
$17.8K ﹤0.01%
6,417
-15,480
-71% -$43K
DC icon
3156
Dakota Gold
DC
$516M
$17.8K ﹤0.01%
6,107
-503
-8% -$1.47K
TRUE icon
3157
TrueCar
TRUE
$189M
$17.8K ﹤0.01%
7,874
ONIT
3158
Onity Group Inc.
ONIT
$360M
$17.7K ﹤0.01%
+592
New +$17.7K
RBB icon
3159
RBB Bancorp
RBB
$335M
$17.7K ﹤0.01%
1,485
FHTX icon
3160
Foghorn Therapeutics
FHTX
$310M
$17.7K ﹤0.01%
2,509
+287
+13% +$2.02K
KG
3161
Kestrel Group, Ltd.
KG
$195M
$17.7K ﹤0.01%
+420
New +$17.7K
CMCL icon
3162
Caledonia Mining Corp
CMCL
$584M
$17.6K ﹤0.01%
+1,523
New +$17.6K
PKBK icon
3163
Parke Bancorp
PKBK
$270M
$17.6K ﹤0.01%
1,035
ALCO icon
3164
Alico
ALCO
$257M
$17.5K ﹤0.01%
689
GRWG icon
3165
GrowGeneration
GRWG
$91.5M
$17.5K ﹤0.01%
5,157
TSBK icon
3166
Timberland Bancorp
TSBK
$274M
$17.5K ﹤0.01%
+685
New +$17.5K
CVLY
3167
DELISTED
Codorus Valley Bancorp Inc
CVLY
$17.5K ﹤0.01%
+893
New +$17.5K
REI icon
3168
Ring Energy
REI
$209M
$17.5K ﹤0.01%
10,207
+555
+6% +$949
USX
3169
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
$17.4K ﹤0.01%
+2,834
New +$17.4K
TTSH icon
3170
Tile Shop Holdings
TTSH
$278M
$17.3K ﹤0.01%
3,131
SCWO icon
3171
374Water
SCWO
$61.2M
$17.3K ﹤0.01%
+7,234
New +$17.3K
TAST
3172
DELISTED
Carrols Restaurant Group, Inc.
TAST
$17.3K ﹤0.01%
+3,428
New +$17.3K
BCBP icon
3173
BCB Bancorp
BCBP
$150M
$17.3K ﹤0.01%
1,471
TLYS icon
3174
Tilly's
TLYS
$61.9M
$17.3K ﹤0.01%
2,462
AFYA icon
3175
Afya
AFYA
$1.4B
$17.2K ﹤0.01%
1,227