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
+4.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,756
Closed
140

Sector Composition

1 Technology 16.79%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MBCN icon
3201
Middlefield Banc Corp
MBCN
$238M
$19K ﹤0.01%
750
VIVS
3202
VivoSim Labs, Inc. Common Stock
VIVS
$8.38M
$19K ﹤0.01%
57
-31
-35% -$10.3K
ICD
3203
DELISTED
Independence Contract Drilling, Inc.
ICD
$19K ﹤0.01%
236
-119
-34% -$9.58K
HALL
3204
DELISTED
Hallmark Financial Services, Inc.
HALL
$19K ﹤0.01%
195
RNET
3205
DELISTED
RigNet, Inc.
RNET
$19K ﹤0.01%
1,864
-697
-27% -$7.11K
RARX
3206
DELISTED
Ra Pharmaceuticals, Inc. Common Stock
RARX
$19K ﹤0.01%
1,942
-1,015
-34% -$9.93K
REV
3207
DELISTED
Revlon, Inc.
REV
$19K ﹤0.01%
1,082
-851
-44% -$14.9K
ALCO icon
3208
Alico
ALCO
$257M
$18K ﹤0.01%
568
AUBN icon
3209
Auburn National Bancorp
AUBN
$85.6M
$18K ﹤0.01%
+355
New +$18K
FENC icon
3210
Fennec Pharmaceuticals
FENC
$251M
$18K ﹤0.01%
+1,681
New +$18K
GENC icon
3211
Gencor Industries
GENC
$225M
$18K ﹤0.01%
1,113
-536
-33% -$8.67K
NC icon
3212
NACCO Industries
NC
$293M
$18K ﹤0.01%
530
-225
-30% -$7.64K
NGVC icon
3213
Vitamin Cottage Natural Grocers
NGVC
$833M
$18K ﹤0.01%
1,416
SNDX icon
3214
Syndax Pharmaceuticals
SNDX
$1.36B
$18K ﹤0.01%
2,565
+250
+11% +$1.75K
URGN icon
3215
UroGen Pharma
URGN
$884M
$18K ﹤0.01%
+372
New +$18K
VERI icon
3216
Veritone
VERI
$201M
$18K ﹤0.01%
1,066
+661
+163% +$11.2K
WLFC icon
3217
Willis Lease Finance
WLFC
$1.13B
$18K ﹤0.01%
556
XOMA icon
3218
Xoma
XOMA
$442M
$18K ﹤0.01%
+851
New +$18K
SURF
3219
DELISTED
Surface Oncology, Inc. Common Stock
SURF
$18K ﹤0.01%
+1,079
New +$18K
HIVE
3220
DELISTED
AEROHIVE NETWORKS, INC.
HIVE
$18K ﹤0.01%
4,418
-2,043
-32% -$8.32K
EPE
3221
DELISTED
EP Energy Corporation
EPE
$18K ﹤0.01%
5,880
PHIIK
3222
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
$18K ﹤0.01%
1,800
GLF
3223
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
$18K ﹤0.01%
+549
New +$18K
ARDX icon
3224
Ardelyx
ARDX
$1.6B
$17K ﹤0.01%
4,591
-1,905
-29% -$7.05K
CLPR
3225
Clipper Realty
CLPR
$69.8M
$17K ﹤0.01%
1,943
-1,093
-36% -$9.56K