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
-3.17%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.5B
Cap. Flow %
4.72%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Sector Composition

1 Technology 25.92%
2 Financials 13.2%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RCKY icon
3201
Rocky Brands
RCKY
$217M
$23K ﹤0.01%
548
STKS icon
3202
The ONE Group
STKS
$85.1M
$23K ﹤0.01%
2,150
+80
+4% +$856
TIPT icon
3203
Tiptree Inc
TIPT
$849M
$23K ﹤0.01%
1,815
TOON icon
3204
Kartoon Studios
TOON
$38.5M
$23K ﹤0.01%
2,253
SMMF
3205
DELISTED
Summit Financial Group, Inc.
SMMF
$23K ﹤0.01%
898
+5
+0.6% +$128
CBAY
3206
DELISTED
Cymabay Therapeutics
CBAY
$23K ﹤0.01%
7,302
+1,744
+31% +$5.49K
APYX icon
3207
Apyx Medical
APYX
$74.1M
$22K ﹤0.01%
3,391
AXTI icon
3208
AXT Inc
AXTI
$143M
$22K ﹤0.01%
3,158
DAWN icon
3209
Day One Biopharmaceuticals
DAWN
$773M
$22K ﹤0.01%
2,183
+1,156
+113% +$11.7K
EGAN icon
3210
eGain
EGAN
$178M
$22K ﹤0.01%
1,870
FTCI icon
3211
FTC Solar
FTCI
$93.4M
$22K ﹤0.01%
440
+241
+121% +$12.1K
GWRS icon
3212
Global Water Resources
GWRS
$269M
$22K ﹤0.01%
1,308
ITIC icon
3213
Investors Title Co
ITIC
$475M
$22K ﹤0.01%
107
OTLK icon
3214
Outlook Therapeutics
OTLK
$41.5M
$22K ﹤0.01%
619
+156
+34% +$5.54K
RCEL icon
3215
Avita Medical
RCEL
$115M
$22K ﹤0.01%
2,616
+98
+4% +$824
REPX icon
3216
Riley Exploration Permian
REPX
$627M
$22K ﹤0.01%
884
+720
+439% +$17.9K
RXST icon
3217
RxSight
RXST
$364M
$22K ﹤0.01%
1,773
+947
+115% +$11.8K
SPFI icon
3218
South Plains Financial
SPFI
$658M
$22K ﹤0.01%
832
SPRO icon
3219
Spero Therapeutics
SPRO
$121M
$22K ﹤0.01%
2,581
+114
+5% +$972
TSAT icon
3220
Telesat
TSAT
$342M
$22K ﹤0.01%
1,223
-599
-33% -$10.8K
EIGR
3221
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$22K ﹤0.01%
89
ANNX icon
3222
Annexon
ANNX
$238M
$21K ﹤0.01%
7,422
AVDX icon
3223
AvidXchange
AVDX
$2.06B
$21K ﹤0.01%
2,602
+92
+4% +$743
BRBS icon
3224
Blue Ridge Bankshares
BRBS
$374M
$21K ﹤0.01%
1,367
BRT
3225
BRT Apartments
BRT
$282M
$21K ﹤0.01%
880