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
NODK icon
3176
NI Holdings
NODK
$276M
$9.75K ﹤0.01%
684
POWW icon
3177
Outdoor Holding Company Common Stock
POWW
$178M
$9.75K ﹤0.01%
7,067
MAZE
3178
Maze Therapeutics, Inc. Common Stock
MAZE
$1.02B
$9.59K ﹤0.01%
+871
New +$9.59K
KFS icon
3179
Kingsway Financial Services
KFS
$414M
$9.58K ﹤0.01%
1,209
PROK icon
3180
ProKidney
PROK
$335M
$9.57K ﹤0.01%
10,925
OBIO icon
3181
Orchestra BioMed
OBIO
$139M
$9.52K ﹤0.01%
2,225
SBT
3182
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
$9.45K ﹤0.01%
1,953
UP icon
3183
Wheels Up
UP
$1.52B
$9.45K ﹤0.01%
9,398
CHRS icon
3184
Coherus Oncology, Inc. Common Stock
CHRS
$150M
$9.38K ﹤0.01%
11,625
SGHT icon
3185
Sight Sciences
SGHT
$181M
$9.34K ﹤0.01%
3,885
ACHV icon
3186
Achieve Life Sciences
ACHV
$157M
$9.3K ﹤0.01%
3,484
QIPT
3187
Quipt Home Medical
QIPT
$117M
$9.25K ﹤0.01%
3,960
MYPS icon
3188
PLAYSTUDIOS Inc
MYPS
$121M
$9.22K ﹤0.01%
7,258
BTMD icon
3189
Biote Corp
BTMD
$107M
$9.19K ﹤0.01%
2,760
-176
-6% -$586
LNZA icon
3190
LanzaTech
LNZA
$45.1M
$9.14K ﹤0.01%
378
+109
+41% +$2.63K
EVI icon
3191
EVI Industries
EVI
$348M
$9.1K ﹤0.01%
542
NTIC icon
3192
Northern Technologies International Corp
NTIC
$73.5M
$9.02K ﹤0.01%
866
NNBR icon
3193
NN Inc
NNBR
$117M
$8.99K ﹤0.01%
3,979
FORR icon
3194
Forrester Research
FORR
$195M
$8.98K ﹤0.01%
972
HOFT icon
3195
Hooker Furnishings Corp
HOFT
$111M
$8.95K ﹤0.01%
891
EP icon
3196
Empire Petroleum
EP
$137M
$8.92K ﹤0.01%
1,421
AFCG
3197
AFC Gamma
AFCG
$105M
$8.89K ﹤0.01%
1,596
CMT icon
3198
Core Molding Technologies
CMT
$182M
$8.88K ﹤0.01%
584
ARQ icon
3199
Arq
ARQ
$306M
$8.87K ﹤0.01%
2,128
ALTI icon
3200
AlTi Global
ALTI
$388M
$8.82K ﹤0.01%
2,900