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
-2.61%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$367B
AUM Growth
-$10.7B
Cap. Flow
+$6.5B
Cap. Flow %
1.77%
Top 10 Hldgs %
29.62%
Holding
3,412
New
22
Increased
1,439
Reduced
1,214
Closed
37

Top Buys

1
TSLA icon
Tesla
TSLA
+$734M
2
AAPL icon
Apple
AAPL
+$407M
3
MSFT icon
Microsoft
MSFT
+$404M
4
AMZN icon
Amazon
AMZN
+$316M
5
NVDA icon
NVIDIA
NVDA
+$307M

Sector Composition

1 Technology 31.2%
2 Financials 13.98%
3 Healthcare 10.92%
4 Consumer Discretionary 9.75%
5 Communication Services 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FF icon
3201
Future Fuel
FF
$169M
$8.8K ﹤0.01%
2,253
LXEO icon
3202
Lexeo Therapeutics
LXEO
$280M
$8.77K ﹤0.01%
2,527
NREF
3203
NexPoint Real Estate Finance
NREF
$272M
$8.76K ﹤0.01%
573
STRS icon
3204
Stratus Properties
STRS
$159M
$8.72K ﹤0.01%
491
RILY icon
3205
B. Riley Financial
RILY
$190M
$8.64K ﹤0.01%
2,233
AEYE icon
3206
AudioEye
AEYE
$166M
$8.59K ﹤0.01%
774
BLNK icon
3207
Blink Charging
BLNK
$153M
$8.59K ﹤0.01%
9,362
VIRC icon
3208
Virco
VIRC
$126M
$8.5K ﹤0.01%
898
TAYD icon
3209
Taylor Devices
TAYD
$149M
$8.49K ﹤0.01%
263
CDLX icon
3210
Cardlytics
CDLX
$59.6M
$8.45K ﹤0.01%
4,644
NKTX icon
3211
Nkarta
NKTX
$140M
$8.43K ﹤0.01%
4,567
PAYS icon
3212
Paysign
PAYS
$301M
$8.2K ﹤0.01%
3,867
MBX
3213
MBX Biosciences, Inc. Common Stock
MBX
$364M
$8.17K ﹤0.01%
1,107
MASS icon
3214
908 Devices
MASS
$202M
$8.16K ﹤0.01%
1,821
CCCC icon
3215
C4 Therapeutics
CCCC
$189M
$8.08K ﹤0.01%
5,063
LYEL icon
3216
Lyell Immunopharma
LYEL
$246M
$8.07K ﹤0.01%
750
ATOS icon
3217
Atossa Therapeutics
ATOS
$108M
$7.96K ﹤0.01%
11,829
ADVM icon
3218
Adverum Biotechnologies
ADVM
$63.4M
$7.85K ﹤0.01%
1,797
ZNTL icon
3219
Zentalis Pharmaceuticals
ZNTL
$107M
$7.83K ﹤0.01%
4,940
QUIK icon
3220
QuickLogic
QUIK
$92.3M
$7.8K ﹤0.01%
1,527
MGNX icon
3221
MacroGenics
MGNX
$100M
$7.8K ﹤0.01%
6,140
GEOS icon
3222
Geospace Technologies
GEOS
$209M
$7.77K ﹤0.01%
1,077
KOD icon
3223
Kodiak Sciences
KOD
$489M
$7.71K ﹤0.01%
2,747
QD
3224
Qudian
QD
$707M
$7.35K ﹤0.01%
2,732
TNGX icon
3225
Tango Therapeutics
TNGX
$727M
$7.32K ﹤0.01%
5,345
-32,616
-86% -$44.7K