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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TSBK icon
3176
Timberland Bancorp
TSBK
$273M
$18K ﹤0.01%
660
TSHA icon
3177
Taysha Gene Therapies
TSHA
$917M
$18K ﹤0.01%
914
TBNK
3178
DELISTED
Territorial Bancorp Inc.
TBNK
$18K ﹤0.01%
697
-1,520
-69% -$39.3K
NGMS
3179
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
$18K ﹤0.01%
+505
New +$18K
PCSB
3180
DELISTED
PCSB Financial Corporation
PCSB
$18K ﹤0.01%
1,069
-243
-19% -$4.09K
IIN
3181
DELISTED
IntriCon Corporation
IIN
$18K ﹤0.01%
710
SRGA
3182
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$18K ﹤0.01%
270
-89
-25% -$5.93K
MMAC
3183
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$18K ﹤0.01%
769
+348
+83% +$8.15K
PTVCB
3184
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
$18K ﹤0.01%
801
-1,194
-60% -$26.8K
CASI icon
3185
CASI Pharmaceuticals
CASI
$36.3M
$17K ﹤0.01%
691
-115
-14% -$2.83K
KZR icon
3186
Kezar Life Sciences
KZR
$29.8M
$17K ﹤0.01%
279
LVO icon
3187
LiveOne
LVO
$51.2M
$17K ﹤0.01%
4,020
MPB icon
3188
Mid Penn Bancorp
MPB
$695M
$17K ﹤0.01%
617
PCB icon
3189
PCB Bancorp
PCB
$313M
$17K ﹤0.01%
1,105
VCTR icon
3190
Victory Capital Holdings
VCTR
$4.77B
$17K ﹤0.01%
662
WNEB icon
3191
Western New England Bancorp
WNEB
$255M
$17K ﹤0.01%
2,035
TLIS
3192
DELISTED
Talis Biomedical Corporation Common Stock
TLIS
$17K ﹤0.01%
+89
New +$17K
INDT
3193
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
$17K ﹤0.01%
290
+1
+0.3% +$59
SGTX
3194
DELISTED
Sigilon Therapeutics, Inc. Common Stock
SGTX
$17K ﹤0.01%
+60
New +$17K
TIG
3195
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
$17K ﹤0.01%
1,062
-48
-4% -$768
AGRX
3196
DELISTED
Agile Therapeutics, Inc
AGRX
$17K ﹤0.01%
4
CNCE
3197
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
$17K ﹤0.01%
3,390
+868
+34% +$4.35K
PFHD
3198
DELISTED
Professional Holding Corp. Class A Common stock
PFHD
$17K ﹤0.01%
930
HMTV
3199
DELISTED
Hemisphere Media Group, Inc.
HMTV
$17K ﹤0.01%
1,423
TREC
3200
DELISTED
Trecora Resources
TREC
$17K ﹤0.01%
2,140
-2,280
-52% -$18.1K