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
+9.03%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.5B
Cap. Flow %
3.18%
Top 10 Hldgs %
21%
Holding
3,799
New
279
Increased
1,358
Reduced
1,588
Closed
324

Sector Composition

1 Technology 24.32%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LVO icon
3176
LiveOne
LVO
$55.2M
$27K ﹤0.01%
5,799
+1,779
+44% +$8.28K
MESA icon
3177
Mesa Air Group
MESA
$55.7M
$27K ﹤0.01%
2,857
SMBK icon
3178
SmartFinancial
SMBK
$626M
$27K ﹤0.01%
1,110
-131
-11% -$3.19K
TNK icon
3179
Teekay Tankers
TNK
$1.8B
$27K ﹤0.01%
+1,896
New +$27K
SEI
3180
Solaris Energy Infrastructure, Inc.
SEI
$1.11B
$27K ﹤0.01%
2,744
+214
+8% +$2.11K
AFIB
3181
DELISTED
Acutus Medical, Inc. Common Stock
AFIB
$27K ﹤0.01%
1,570
+123
+9% +$2.12K
INFI
3182
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$27K ﹤0.01%
+9,038
New +$27K
HARP
3183
DELISTED
Harpoon Therapeutics, Inc. Common Stock
HARP
$27K ﹤0.01%
198
+51
+35% +$6.96K
ACTG icon
3184
Acacia Research
ACTG
$309M
$26K ﹤0.01%
3,802
-401
-10% -$2.74K
ALKT icon
3185
Alkami Technology
ALKT
$2.66B
$26K ﹤0.01%
+720
New +$26K
ALT icon
3186
Altimmune
ALT
$333M
$26K ﹤0.01%
+2,594
New +$26K
ATHA icon
3187
Athira Pharma
ATHA
$15.4M
$26K ﹤0.01%
2,570
+1,209
+89% +$12.2K
COGT icon
3188
Cogent Biosciences
COGT
$1.79B
$26K ﹤0.01%
+3,238
New +$26K
DSGN icon
3189
Design Therapeutics
DSGN
$378M
$26K ﹤0.01%
1,276
-59,224
-98% -$1.21M
EPIX icon
3190
ESSA Pharma
EPIX
$11.2M
$26K ﹤0.01%
+924
New +$26K
HRTG icon
3191
Heritage Insurance Holdings
HRTG
$738M
$26K ﹤0.01%
3,032
NEXA icon
3192
Nexa Resources
NEXA
$636M
$26K ﹤0.01%
3,020
OGI
3193
Organigram Holdings
OGI
$220M
$26K ﹤0.01%
2,229
SMBC icon
3194
Southern Missouri Bancorp
SMBC
$636M
$26K ﹤0.01%
586
URG
3195
Ur-Energy
URG
$540M
$26K ﹤0.01%
+18,780
New +$26K
KNTE
3196
DELISTED
Kinnate Biopharma Inc. Common Stock
KNTE
$26K ﹤0.01%
1,123
-247
-18% -$5.72K
ABST
3197
DELISTED
Absolute Software Corporation Common Stock
ABST
$26K ﹤0.01%
1,761
SQZ
3198
DELISTED
SQZ Biotechnologies Company
SQZ
$26K ﹤0.01%
1,817
+1,378
+314% +$19.7K
GBL
3199
DELISTED
GAMCO Investors, Inc.
GBL
$26K ﹤0.01%
1,032
CSPR
3200
DELISTED
Casper Sleep Inc.
CSPR
$26K ﹤0.01%
3,161
+929
+42% +$7.64K