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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SNCR icon
3201
Synchronoss Technologies
SNCR
$65.2M
$11K ﹤0.01%
392
-177
-31% -$4.97K
STRS icon
3202
Stratus Properties
STRS
$156M
$11K ﹤0.01%
521
-227
-30% -$4.79K
TIPT icon
3203
Tiptree Inc
TIPT
$845M
$11K ﹤0.01%
2,220
-1,078
-33% -$5.34K
TLPH icon
3204
Talphera
TLPH
$17.5M
$11K ﹤0.01%
405
-139
-26% -$3.78K
WNEB icon
3205
Western New England Bancorp
WNEB
$251M
$11K ﹤0.01%
2,035
-1,144
-36% -$6.18K
TCS
3206
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$11K ﹤0.01%
122
-47
-28% -$4.24K
CVLY
3207
DELISTED
Codorus Valley Bancorp Inc
CVLY
$11K ﹤0.01%
831
-319
-28% -$4.22K
NETI
3208
DELISTED
Eneti Inc.
NETI
$11K ﹤0.01%
749
+31
+4% +$455
SMED
3209
DELISTED
Sharps Compliance Corp
SMED
$11K ﹤0.01%
1,797
-555
-24% -$3.4K
SREV
3210
DELISTED
ServiceSource International, Inc.
SREV
$11K ﹤0.01%
7,678
-3,295
-30% -$4.72K
HBMD
3211
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$11K ﹤0.01%
1,172
-420
-26% -$3.94K
PFSW
3212
DELISTED
PFSweb, Inc.
PFSW
$11K ﹤0.01%
1,610
-523
-25% -$3.57K
CEMI
3213
DELISTED
Chembio diagnostics, Inc.
CEMI
$11K ﹤0.01%
2,364
-763
-24% -$3.55K
REV
3214
DELISTED
Revlon, Inc.
REV
$11K ﹤0.01%
1,687
-458
-21% -$2.99K
MCF
3215
DELISTED
Contango Oil & Gas Co.
MCF
$11K ﹤0.01%
8,474
-3,476
-29% -$4.51K
BCBP icon
3216
BCB Bancorp
BCBP
$151M
$10K ﹤0.01%
1,294
-548
-30% -$4.24K
BRT
3217
BRT Apartments
BRT
$283M
$10K ﹤0.01%
880
-422
-32% -$4.8K
CCB icon
3218
Coastal Financial
CCB
$1.69B
$10K ﹤0.01%
841
-227
-21% -$2.7K
CRK icon
3219
Comstock Resources
CRK
$4.53B
$10K ﹤0.01%
2,253
-211
-9% -$937
DHX icon
3220
DHI Group
DHX
$143M
$10K ﹤0.01%
4,309
-2,160
-33% -$5.01K
DYN icon
3221
Dyne Therapeutics
DYN
$1.89B
$10K ﹤0.01%
+495
New +$10K
EBMT icon
3222
Eagle Bancorp Montana
EBMT
$138M
$10K ﹤0.01%
556
-232
-29% -$4.17K
ESQ icon
3223
Esquire Financial Holdings
ESQ
$838M
$10K ﹤0.01%
697
-246
-26% -$3.53K
ESSA
3224
DELISTED
ESSA Bancorp
ESSA
$10K ﹤0.01%
835
-266
-24% -$3.19K
FBIZ icon
3225
First Business Financial Services
FBIZ
$435M
$10K ﹤0.01%
722
-369
-34% -$5.11K