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
+7.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$380B
AUM Growth
+$26.1B
Cap. Flow
+$4.45B
Cap. Flow %
1.17%
Top 10 Hldgs %
30.42%
Holding
3,448
New
36
Increased
1,596
Reduced
1,180
Closed
43

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MSFT icon
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MSFT
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Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
QUAD icon
3201
Quad
QUAD
$332M
$13.2K ﹤0.01%
2,914
BSVN icon
3202
Bank7 Corp
BSVN
$460M
$13.2K ﹤0.01%
352
INFU icon
3203
InfuSystem Holdings
INFU
$213M
$13.1K ﹤0.01%
1,960
TAYD icon
3204
Taylor Devices
TAYD
$147M
$13.1K ﹤0.01%
263
PRCH icon
3205
Porch Group
PRCH
$1.96B
$13.1K ﹤0.01%
8,548
ONTF icon
3206
ON24
ONTF
$234M
$13.1K ﹤0.01%
2,143
CLYM
3207
Climb Bio, Inc. Common Stock
CLYM
$161M
$13.1K ﹤0.01%
2,581
+1,950
+309% +$9.9K
VTYX icon
3208
Ventyx Biosciences
VTYX
$170M
$13.1K ﹤0.01%
5,981
FF icon
3209
Future Fuel
FF
$169M
$13K ﹤0.01%
2,253
RNAC icon
3210
Cartesian Therapeutics
RNAC
$262M
$12.9K ﹤0.01%
801
NPWR icon
3211
NET Power
NPWR
$167M
$12.9K ﹤0.01%
1,838
PRTH icon
3212
Priority Technology Holdings
PRTH
$620M
$12.8K ﹤0.01%
1,881
LWAY icon
3213
Lifeway Foods
LWAY
$495M
$12.8K ﹤0.01%
494
LVWR icon
3214
LiveWire
LVWR
$898M
$12.8K ﹤0.01%
2,092
STRS icon
3215
Stratus Properties
STRS
$153M
$12.8K ﹤0.01%
491
MFIN icon
3216
Medallion Financial
MFIN
$249M
$12.7K ﹤0.01%
1,566
INO icon
3217
Inovio Pharmaceuticals
INO
$146M
$12.7K ﹤0.01%
2,196
SKIN icon
3218
The Beauty Health Co
SKIN
$309M
$12.6K ﹤0.01%
8,781
BBCP icon
3219
Concrete Pumping Holdings
BBCP
$360M
$12.6K ﹤0.01%
2,183
ADVM icon
3220
Adverum Biotechnologies
ADVM
$72.8M
$12.6K ﹤0.01%
1,797
SOHU
3221
Sohu.com
SOHU
$481M
$12.6K ﹤0.01%
800
DAC icon
3222
Danaos Corp
DAC
$1.76B
$12.6K ﹤0.01%
145
CTRN icon
3223
Citi Trends
CTRN
$292M
$12.5K ﹤0.01%
682
ARQ icon
3224
Arq
ARQ
$301M
$12.5K ﹤0.01%
2,128
LNKB icon
3225
LINKBANCORP
LNKB
$269M
$12.5K ﹤0.01%
1,944