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
-3.17%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.5B
Cap. Flow %
4.72%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Sector Composition

1 Technology 25.92%
2 Financials 13.2%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CCRD icon
3226
CoreCard
CCRD
$212M
$21K ﹤0.01%
755
+31
+4% +$862
CLPT icon
3227
ClearPoint Neuro
CLPT
$314M
$21K ﹤0.01%
1,991
CVLG icon
3228
Covenant Logistics
CVLG
$599M
$21K ﹤0.01%
1,948
DSGR icon
3229
Distribution Solutions Group
DSGR
$1.48B
$21K ﹤0.01%
1,066
+40
+4% +$788
GNTY icon
3230
Guaranty Bancshares
GNTY
$562M
$21K ﹤0.01%
610
IPSC icon
3231
Century Therapeutics
IPSC
$43.6M
$21K ﹤0.01%
1,660
+555
+50% +$7.02K
TRML icon
3232
Tourmaline Bio
TRML
$687M
$21K ﹤0.01%
211
+10
+5% +$995
PAMT
3233
PAMT CORP Common Stock
PAMT
$254M
$21K ﹤0.01%
614
+28
+5% +$958
GBL
3234
DELISTED
GAMCO Investors, Inc.
GBL
$21K ﹤0.01%
939
DZSI
3235
DELISTED
DZS Inc. Common Stock
DZSI
$21K ﹤0.01%
1,517
ALTG icon
3236
Alta Equipment Group
ALTG
$275M
$20K ﹤0.01%
1,629
+70
+4% +$859
ASLE icon
3237
AerSale
ASLE
$402M
$20K ﹤0.01%
1,267
+556
+78% +$8.78K
GRFS icon
3238
Grifois
GRFS
$6.89B
$20K ﹤0.01%
1,671
LMNR icon
3239
Limoneira
LMNR
$285M
$20K ﹤0.01%
1,340
NRIM icon
3240
Northrim BanCorp
NRIM
$502M
$20K ﹤0.01%
467
OLMA icon
3241
Olema Pharmaceuticals
OLMA
$570M
$20K ﹤0.01%
4,749
-550
-10% -$2.32K
ORRF icon
3242
Orrstown Financial Services
ORRF
$682M
$20K ﹤0.01%
860
PVBC icon
3243
Provident Bancorp
PVBC
$229M
$20K ﹤0.01%
1,245
RLGT icon
3244
Radiant Logistics
RLGT
$305M
$20K ﹤0.01%
3,106
STXS icon
3245
Stereotaxis
STXS
$264M
$20K ﹤0.01%
5,232
VFF icon
3246
Village Farms International
VFF
$301M
$20K ﹤0.01%
3,145
INST
3247
DELISTED
Instructure Holdings, Inc.
INST
$20K ﹤0.01%
1,008
FUV
3248
DELISTED
Arcimoto, Inc. Common Stock
FUV
$20K ﹤0.01%
152
+7
+5% +$921
PCSB
3249
DELISTED
PCSB Financial Corporation
PCSB
$20K ﹤0.01%
1,069
HMTV
3250
DELISTED
Hemisphere Media Group, Inc.
HMTV
$20K ﹤0.01%
4,410