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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IRMD icon
3201
iRadimed
IRMD
$914M
$20K ﹤0.01%
529
ITRN icon
3202
Ituran Location and Control
ITRN
$685M
$20K ﹤0.01%
585
+220
+60% +$7.52K
LQDA icon
3203
Liquidia Corp
LQDA
$2.39B
$20K ﹤0.01%
+746
New +$20K
OVLY icon
3204
Oak Valley Bancorp
OVLY
$244M
$20K ﹤0.01%
1,041
PDLB icon
3205
Ponce Financial Group
PDLB
$337M
$20K ﹤0.01%
1,846
PKBK icon
3206
Parke Bancorp
PKBK
$269M
$20K ﹤0.01%
992
RCUS icon
3207
Arcus Biosciences
RCUS
$1.22B
$20K ﹤0.01%
1,414
+651
+85% +$9.21K
CSTR
3208
DELISTED
CapStar Financial Holdings, Inc
CSTR
$20K ﹤0.01%
1,190
PIR
3209
DELISTED
Pier 1 Imports, Inc.
PIR
$20K ﹤0.01%
665
IMDZ
3210
DELISTED
Immune Design Corp.
IMDZ
$20K ﹤0.01%
5,795
GLF
3211
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
$20K ﹤0.01%
549
ALCO icon
3212
Alico
ALCO
$261M
$19K ﹤0.01%
568
CHMG icon
3213
Chemung Financial Corp
CHMG
$255M
$19K ﹤0.01%
452
FNWB icon
3214
First Northwest Bancorp
FNWB
$62.8M
$19K ﹤0.01%
1,241
FSFG icon
3215
First Savings Financial Group
FSFG
$190M
$19K ﹤0.01%
828
FUNC icon
3216
First United
FUNC
$240M
$19K ﹤0.01%
1,022
GNK icon
3217
Genco Shipping & Trading
GNK
$776M
$19K ﹤0.01%
1,323
GYRE icon
3218
Gyre Therapeutics
GYRE
$717M
$19K ﹤0.01%
236
KALA icon
3219
KALA BIO
KALA
$102M
$19K ﹤0.01%
39
LCUT icon
3220
Lifetime Brands
LCUT
$93.3M
$19K ﹤0.01%
1,703
MRSN icon
3221
Mersana Therapeutics
MRSN
$35.1M
$19K ﹤0.01%
77
PEBK icon
3222
Peoples Bancorp of North Carolina
PEBK
$168M
$19K ﹤0.01%
668
SAMG icon
3223
Silvercrest Asset Management
SAMG
$137M
$19K ﹤0.01%
1,404
SB icon
3224
Safe Bulkers
SB
$456M
$19K ﹤0.01%
6,676
TRAK icon
3225
ReposiTrak
TRAK
$318M
$19K ﹤0.01%
1,900