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
+7.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$380B
AUM Growth
+$26.1B
Cap. Flow
+$4.45B
Cap. Flow %
1.17%
Top 10 Hldgs %
30.42%
Holding
3,448
New
36
Increased
1,596
Reduced
1,180
Closed
43

Top Buys

1
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NVDA
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2
AAPL icon
Apple
AAPL
+$1.21B
3
MSFT icon
Microsoft
MSFT
+$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SEVN
3151
Seven Hills Realty Trust
SEVN
$165M
$15.4K ﹤0.01%
1,116
GWRS icon
3152
Global Water Resources
GWRS
$270M
$15.3K ﹤0.01%
1,216
ESSA
3153
DELISTED
ESSA Bancorp
ESSA
$15.3K ﹤0.01%
795
CVRX icon
3154
CVRx
CVRX
$210M
$15.2K ﹤0.01%
1,729
+454
+36% +$4K
CADL icon
3155
Candel Therapeutics
CADL
$273M
$15.2K ﹤0.01%
2,197
PLL
3156
DELISTED
Piedmont Lithium
PLL
$15.2K ﹤0.01%
1,704
CHMG icon
3157
Chemung Financial Corp
CHMG
$254M
$15.2K ﹤0.01%
316
QRHC icon
3158
Quest Resource Holding
QRHC
$35.4M
$15.1K ﹤0.01%
1,892
USCB icon
3159
USCB Financial Holdings
USCB
$351M
$14.9K ﹤0.01%
980
LCNB icon
3160
LCNB Corp
LCNB
$224M
$14.9K ﹤0.01%
987
CDLX icon
3161
Cardlytics
CDLX
$52.2M
$14.9K ﹤0.01%
4,644
ACDC icon
3162
ProFrac Holding
ACDC
$659M
$14.8K ﹤0.01%
2,188
FSP
3163
Franklin Street Properties
FSP
$171M
$14.8K ﹤0.01%
8,381
PVBC icon
3164
Provident Bancorp
PVBC
$227M
$14.6K ﹤0.01%
1,349
EML icon
3165
Eastern Company
EML
$148M
$14.5K ﹤0.01%
447
ATLO icon
3166
AMES National
ATLO
$180M
$14.5K ﹤0.01%
795
VSTM icon
3167
Verastem
VSTM
$611M
$14.4K ﹤0.01%
4,822
+2,014
+72% +$6.02K
GPRO icon
3168
GoPro
GPRO
$264M
$14.4K ﹤0.01%
10,598
NKSH icon
3169
National Bankshares
NKSH
$197M
$14.4K ﹤0.01%
481
MYFW icon
3170
First Western Financial
MYFW
$227M
$14.4K ﹤0.01%
719
SAMG icon
3171
Silvercrest Asset Management
SAMG
$136M
$14.4K ﹤0.01%
833
PEPG icon
3172
PepGen
PEPG
$48.5M
$14.3K ﹤0.01%
1,678
PAYS icon
3173
Paysign
PAYS
$295M
$14.2K ﹤0.01%
3,867
LCTX icon
3174
Lineage Cell Therapeutics
LCTX
$290M
$14.2K ﹤0.01%
15,644
RSVR icon
3175
Reservoir Media
RSVR
$514M
$14.1K ﹤0.01%
1,743