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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
$515M
2
BABA icon
Alibaba
BABA
$122M
3
IAC icon
IAC Inc
IAC
$111M
4
MSFT icon
Microsoft
MSFT
$110M
5
FSLY icon
Fastly
FSLY
$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FVCB icon
3226
FVCBankcorp
FVCB
$241M
$10K ﹤0.01%
1,311
-700
-35% -$5.34K
GAIA icon
3227
Gaia
GAIA
$140M
$10K ﹤0.01%
1,038
-442
-30% -$4.26K
GBLI icon
3228
Global Indemnity Group
GBLI
$419M
$10K ﹤0.01%
485
-1,158
-70% -$23.9K
GNK icon
3229
Genco Shipping & Trading
GNK
$773M
$10K ﹤0.01%
1,509
-455
-23% -$3.02K
HBIO icon
3230
Harvard Bioscience
HBIO
$20.3M
$10K ﹤0.01%
3,330
-1,452
-30% -$4.36K
HWBK icon
3231
Hawthorn Bancshares
HWBK
$223M
$10K ﹤0.01%
584
-265
-31% -$4.54K
LVO icon
3232
LiveOne
LVO
$52.9M
$10K ﹤0.01%
4,020
+292
+8% +$726
MBCN icon
3233
Middlefield Banc Corp
MBCN
$238M
$10K ﹤0.01%
527
-232
-31% -$4.4K
IMDX
3234
Insight Molecular Diagnostics Inc. Common Stock
IMDX
$71.5M
$10K ﹤0.01%
377
+22
+6% +$584
ORGO icon
3235
Organogenesis Holdings
ORGO
$604M
$10K ﹤0.01%
2,532
-852
-25% -$3.37K
PCB icon
3236
PCB Bancorp
PCB
$312M
$10K ﹤0.01%
1,105
-507
-31% -$4.59K
VATE icon
3237
INNOVATE Corp
VATE
$73.9M
$10K ﹤0.01%
399
-316
-44% -$7.92K
XFOR icon
3238
X4 Pharmaceuticals
XFOR
$73.9M
$10K ﹤0.01%
47
-15
-24% -$3.19K
GRTX
3239
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$10K ﹤0.01%
1,056
-365
-26% -$3.46K
TCFC
3240
DELISTED
The Community Financial Corporation Common Stock
TCFC
$10K ﹤0.01%
461
-151
-25% -$3.28K
AGTC
3241
DELISTED
Applied Genetic Technologies Corporation
AGTC
$10K ﹤0.01%
2,060
-892
-30% -$4.33K
FCCY
3242
DELISTED
1st Constitution Bancorp
FCCY
$10K ﹤0.01%
804
-296
-27% -$3.68K
ESXB
3243
DELISTED
Community Bankers Trust Corporation
ESXB
$10K ﹤0.01%
1,927
-934
-33% -$4.85K
SLCT
3244
DELISTED
Select Bancorp, Inc.
SLCT
$10K ﹤0.01%
1,412
-560
-28% -$3.97K
STND
3245
DELISTED
Standard AVB Financial Corp. Common Stock
STND
$10K ﹤0.01%
305
-155
-34% -$5.08K
ARA
3246
DELISTED
American Renal Associates Holdings, Inc
ARA
$10K ﹤0.01%
1,377
-602
-30% -$4.37K
DZSI
3247
DELISTED
DZS Inc. Common Stock
DZSI
$10K ﹤0.01%
1,062
-459
-30% -$4.32K
GTYH
3248
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
$10K ﹤0.01%
3,925
-1,633
-29% -$4.16K
AGS
3249
DELISTED
PlayAGS
AGS
$9K ﹤0.01%
2,600
-1,161
-31% -$4.02K
ASUR icon
3250
Asure Software
ASUR
$229M
$9K ﹤0.01%
1,194
-434
-27% -$3.27K