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
PBFS icon
3151
Pioneer Bancorp
PBFS
$338M
$10.8K ﹤0.01%
923
EGAN icon
3152
eGain
EGAN
$220M
$10.8K ﹤0.01%
2,227
PEBK icon
3153
Peoples Bancorp of North Carolina
PEBK
$167M
$10.8K ﹤0.01%
396
RXT icon
3154
Rackspace Technology
RXT
$347M
$10.8K ﹤0.01%
6,383
PLL
3155
DELISTED
Piedmont Lithium
PLL
$10.7K ﹤0.01%
1,704
SEPN
3156
Septerna, Inc. Common Stock
SEPN
$637M
$10.7K ﹤0.01%
1,840
UPB
3157
Upstream Bio, Inc. Common Stock
UPB
$947M
$10.6K ﹤0.01%
1,734
INMB icon
3158
INmune Bio
INMB
$53.4M
$10.6K ﹤0.01%
1,358
MRAM icon
3159
Everspin Technologies
MRAM
$154M
$10.5K ﹤0.01%
2,068
INFU icon
3160
InfuSystem Holdings
INFU
$204M
$10.5K ﹤0.01%
1,960
NMRA icon
3161
Neumora Therapeutics
NMRA
$262M
$10.5K ﹤0.01%
10,500
-49,342
-82% -$49.3K
STXS icon
3162
Stereotaxis
STXS
$260M
$10.5K ﹤0.01%
5,955
NKTR icon
3163
Nektar Therapeutics
NKTR
$926M
$10.5K ﹤0.01%
1,027
RGLS
3164
DELISTED
Regulus Therapeutics
RGLS
$10.4K ﹤0.01%
5,956
MAPS icon
3165
WM Technology
MAPS
$131M
$10.4K ﹤0.01%
9,196
NC icon
3166
NACCO Industries
NC
$297M
$10.4K ﹤0.01%
307
DBI icon
3167
Designer Brands
DBI
$225M
$10.4K ﹤0.01%
2,836
-1,059
-27% -$3.87K
BELFA icon
3168
Bel Fuse Class A
BELFA
$1.5B
$10.3K ﹤0.01%
143
AVD icon
3169
American Vanguard Corp
AVD
$160M
$10.3K ﹤0.01%
2,331
ONL
3170
Orion Office REIT
ONL
$168M
$10.2K ﹤0.01%
4,748
SUNS
3171
Sunrise Realty Trust, Inc. Common Stock
SUNS
$151M
$10K ﹤0.01%
905
+373
+70% +$4.13K
CTGO icon
3172
Contango ORE
CTGO
$282M
$9.95K ﹤0.01%
974
DSGN icon
3173
Design Therapeutics
DSGN
$343M
$9.91K ﹤0.01%
2,565
FHTX icon
3174
Foghorn Therapeutics
FHTX
$293M
$9.88K ﹤0.01%
2,706
KRRO icon
3175
Korro Bio
KRRO
$289M
$9.85K ﹤0.01%
566
-3,759
-87% -$65.4K