Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+12.71%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$322B
AUM Growth
+$322B
Cap. Flow
+$2.52B
Cap. Flow %
0.78%
Top 10 Hldgs %
26.34%
Holding
3,426
New
15
Increased
1,303
Reduced
1,476
Closed
47

Sector Composition

1 Technology 29.63%
2 Healthcare 12.35%
3 Financials 12.25%
4 Consumer Discretionary 9.98%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ORGN icon
3201
Origin Materials
ORGN
$82.3M
$11.7K ﹤0.01%
13,935
-37,481
-73% -$31.3K
CCRD icon
3202
CoreCard
CCRD
$212M
$11.6K ﹤0.01%
836
OPTN
3203
DELISTED
OptiNose
OPTN
$11.6K ﹤0.01%
8,961
NGVC icon
3204
Vitamin Cottage Natural Grocers
NGVC
$884M
$11.5K ﹤0.01%
716
TGAN
3205
DELISTED
Transphorm, Inc. Common Stock
TGAN
$11.4K ﹤0.01%
3,129
-385
-11% -$1.41K
LRMR icon
3206
Larimar Therapeutics
LRMR
$342M
$11.3K ﹤0.01%
2,481
SBT
3207
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
$11.3K ﹤0.01%
1,953
BIRD icon
3208
Allbirds
BIRD
$52.1M
$11.3K ﹤0.01%
9,189
NC icon
3209
NACCO Industries
NC
$289M
$11.2K ﹤0.01%
307
-105
-25% -$3.83K
AOMR
3210
Angel Oak Mortgage REIT
AOMR
$233M
$11.1K ﹤0.01%
1,049
SKYX icon
3211
SKYX Platforms
SKYX
$130M
$11.1K ﹤0.01%
6,943
CUE icon
3212
Cue Biopharma
CUE
$61.5M
$11.1K ﹤0.01%
4,210
CATO icon
3213
Cato Corp
CATO
$86.8M
$11.1K ﹤0.01%
1,552
INNV icon
3214
InnovAge Holding
INNV
$518M
$11K ﹤0.01%
1,848
USCB icon
3215
USCB Financial Holdings
USCB
$349M
$11K ﹤0.01%
899
DSP icon
3216
Viant Technology
DSP
$165M
$11K ﹤0.01%
1,598
BGFV icon
3217
Big 5 Sporting Goods
BGFV
$32.8M
$11K ﹤0.01%
1,735
ASRT icon
3218
Assertio
ASRT
$79.8M
$10.9K ﹤0.01%
10,196
WLFC icon
3219
Willis Lease Finance
WLFC
$1.13B
$10.9K ﹤0.01%
223
CMT icon
3220
Core Molding Technologies
CMT
$163M
$10.8K ﹤0.01%
584
-109
-16% -$2.02K
PAYS icon
3221
Paysign
PAYS
$280M
$10.8K ﹤0.01%
3,842
PMVP icon
3222
PMV Pharmaceuticals
PMVP
$75.2M
$10.8K ﹤0.01%
3,468
CLB icon
3223
Core Laboratories
CLB
$542M
$10.7K ﹤0.01%
610
VOXX
3224
DELISTED
VOXX International Corporation Class A
VOXX
$10.7K ﹤0.01%
1,004
+183
+22% +$1.95K
BH icon
3225
Biglari Holdings Class B
BH
$969M
$10.7K ﹤0.01%
65