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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CORR
3176
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$12K ﹤0.01%
1,994
-480
-19% -$2.89K
NYMX
3177
DELISTED
Nymox Pharmaceutical Corp
NYMX
$12K ﹤0.01%
4,778
-1,539
-24% -$3.87K
JNCE
3178
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$12K ﹤0.01%
1,520
-606
-29% -$4.78K
PFHD
3179
DELISTED
Professional Holding Corp. Class A Common stock
PFHD
$12K ﹤0.01%
930
+262
+39% +$3.38K
SWIR
3180
DELISTED
Sierra Wireless
SWIR
$12K ﹤0.01%
1,064
PZN
3181
DELISTED
Pzena Investment Management, Inc. Class A
PZN
$12K ﹤0.01%
2,162
-571
-21% -$3.17K
HMTV
3182
DELISTED
Hemisphere Media Group, Inc.
HMTV
$12K ﹤0.01%
1,423
-883
-38% -$7.45K
RTLR
3183
DELISTED
Rattler Midstream LP Common Units
RTLR
$12K ﹤0.01%
1,944
PFBI
3184
DELISTED
Premier Financial Bancorp
PFBI
$12K ﹤0.01%
1,153
-525
-31% -$5.46K
FCBP
3185
DELISTED
First Choice Bancorp Common Stock
FCBP
$12K ﹤0.01%
915
-377
-29% -$4.94K
AVTX icon
3186
Avalo Therapeutics
AVTX
$150M
$11K ﹤0.01%
2
CDTX icon
3187
Cidara Therapeutics
CDTX
$1.58B
$11K ﹤0.01%
197
-64
-25% -$3.57K
CLPR
3188
Clipper Realty
CLPR
$71.4M
$11K ﹤0.01%
1,738
-673
-28% -$4.26K
CWBC
3189
Community West Bancshares
CWBC
$406M
$11K ﹤0.01%
852
-642
-43% -$8.29K
FARM icon
3190
Farmer Brothers
FARM
$42.9M
$11K ﹤0.01%
2,617
-589
-18% -$2.48K
GHM icon
3191
Graham Corp
GHM
$525M
$11K ﹤0.01%
853
-363
-30% -$4.68K
IDT icon
3192
IDT Corp
IDT
$1.65B
$11K ﹤0.01%
1,679
-802
-32% -$5.25K
IMUX icon
3193
Immunic
IMUX
$81.6M
$11K ﹤0.01%
609
+101
+20% +$1.82K
LEGH icon
3194
Legacy Housing
LEGH
$669M
$11K ﹤0.01%
803
-353
-31% -$4.84K
MBIO icon
3195
Mustang Bio
MBIO
$9.85M
$11K ﹤0.01%
5
-1
-17% -$2.2K
MPB icon
3196
Mid Penn Bancorp
MPB
$698M
$11K ﹤0.01%
617
-297
-32% -$5.3K
PKBK icon
3197
Parke Bancorp
PKBK
$269M
$11K ﹤0.01%
934
-373
-29% -$4.39K
RVP icon
3198
Retractable Technologies
RVP
$23.8M
$11K ﹤0.01%
1,639
-520
-24% -$3.49K
SAMG icon
3199
Silvercrest Asset Management
SAMG
$137M
$11K ﹤0.01%
1,023
-360
-26% -$3.87K
SCOR icon
3200
Comscore
SCOR
$31.8M
$11K ﹤0.01%
258
-120
-32% -$5.12K