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
-14.36%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$283B
AUM Growth
-$46.2B
Cap. Flow
+$7.52B
Cap. Flow %
2.66%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,979
Reduced
1,148
Closed
276

Top Buys

1
AAPL icon
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AAPL
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2
CVX icon
Chevron
CVX
+$275M
3
XOM icon
Exxon Mobil
XOM
+$268M
4
TSLA icon
Tesla
TSLA
+$208M
5
MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ORRF icon
3201
Orrstown Financial Services
ORRF
$681M
$22K ﹤0.01%
899
+39
+5% +$954
REI icon
3202
Ring Energy
REI
$215M
$22K ﹤0.01%
+8,137
New +$22K
RLGT icon
3203
Radiant Logistics
RLGT
$301M
$22K ﹤0.01%
2,947
-159
-5% -$1.19K
TARS icon
3204
Tarsus Pharmaceuticals
TARS
$2.29B
$22K ﹤0.01%
1,531
+663
+76% +$9.53K
NPKI
3205
NPK International Inc.
NPKI
$899M
$22K ﹤0.01%
7,124
-28
-0.4% -$86
FREE
3206
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
$22K ﹤0.01%
3,578
-89
-2% -$547
SCU
3207
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$22K ﹤0.01%
2,653
+244
+10% +$2.02K
GTYH
3208
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
$22K ﹤0.01%
3,446
+862
+33% +$5.5K
ACNB icon
3209
ACNB Corp
ACNB
$470M
$21K ﹤0.01%
+708
New +$21K
ATRO icon
3210
Astronics
ATRO
$1.55B
$21K ﹤0.01%
2,039
+141
+7% +$1.45K
BRBS icon
3211
Blue Ridge Bankshares
BRBS
$380M
$21K ﹤0.01%
1,367
BRT
3212
BRT Apartments
BRT
$290M
$21K ﹤0.01%
961
+81
+9% +$1.77K
CBAN icon
3213
Colony Bankcorp
CBAN
$297M
$21K ﹤0.01%
+1,378
New +$21K
EGAN icon
3214
eGain
EGAN
$213M
$21K ﹤0.01%
2,134
+264
+14% +$2.6K
EYPT icon
3215
EyePoint Pharmaceuticals
EYPT
$934M
$21K ﹤0.01%
2,642
+611
+30% +$4.86K
FBIZ icon
3216
First Business Financial Services
FBIZ
$431M
$21K ﹤0.01%
+666
New +$21K
HBCP icon
3217
Home Bancorp
HBCP
$437M
$21K ﹤0.01%
622
+44
+8% +$1.49K
MLR icon
3218
Miller Industries
MLR
$454M
$21K ﹤0.01%
931
+57
+7% +$1.29K
NBN icon
3219
Northeast Bank
NBN
$941M
$21K ﹤0.01%
+563
New +$21K
NDLS icon
3220
Noodles & Co
NDLS
$30.6M
$21K ﹤0.01%
4,406
+98
+2% +$467
PCYO icon
3221
Pure Cycle
PCYO
$266M
$21K ﹤0.01%
2,029
SPFI icon
3222
South Plains Financial
SPFI
$656M
$21K ﹤0.01%
859
+27
+3% +$660
TIPT icon
3223
Tiptree Inc
TIPT
$882M
$21K ﹤0.01%
1,985
+170
+9% +$1.8K
WFRD icon
3224
Weatherford International
WFRD
$4.58B
$21K ﹤0.01%
+978
New +$21K
NESR
3225
National Energy Services Reunited Corp. Ordinary Shares
NESR
$1B
$21K ﹤0.01%
3,054