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
-14.36%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$283B
AUM Growth
-$46.2B
Cap. Flow
+$7.52B
Cap. Flow %
2.66%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,979
Reduced
1,148
Closed
276

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XOM icon
Exxon Mobil
XOM
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TSLA icon
Tesla
TSLA
+$208M
5
MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AKTS
3226
DELISTED
AKOUSTIS TECHNOLOGIES, INC.
AKTS
$21K ﹤0.01%
5,626
+398
+8% +$1.49K
ARCE
3227
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$21K ﹤0.01%
1,397
ASC icon
3228
Ardmore Shipping
ASC
$502M
$20K ﹤0.01%
+2,942
New +$20K
AXTI icon
3229
AXT Inc
AXTI
$155M
$20K ﹤0.01%
3,438
+280
+9% +$1.63K
BCBP icon
3230
BCB Bancorp
BCBP
$149M
$20K ﹤0.01%
+1,193
New +$20K
CTRN icon
3231
Citi Trends
CTRN
$286M
$20K ﹤0.01%
857
-2,357
-73% -$55K
CYD icon
3232
China Yuchai International
CYD
$1.39B
$20K ﹤0.01%
2,300
DXLG icon
3233
Destination XL Group
DXLG
$67.9M
$20K ﹤0.01%
+5,757
New +$20K
EWTX icon
3234
Edgewise Therapeutics
EWTX
$1.55B
$20K ﹤0.01%
2,516
-2,122
-46% -$16.9K
GRFS icon
3235
Grifois
GRFS
$6.7B
$20K ﹤0.01%
1,671
KALV icon
3236
KalVista Pharmaceuticals
KALV
$775M
$20K ﹤0.01%
2,053
-720
-26% -$7.01K
NUVL icon
3237
Nuvalent
NUVL
$5.66B
$20K ﹤0.01%
1,494
-273
-15% -$3.66K
ONDS icon
3238
Ondas Holdings
ONDS
$1.56B
$20K ﹤0.01%
+3,669
New +$20K
PVBC icon
3239
Provident Bancorp
PVBC
$226M
$20K ﹤0.01%
1,245
RGTI icon
3240
Rigetti Computing
RGTI
$5.25B
$20K ﹤0.01%
+5,400
New +$20K
RRBI icon
3241
Red River Bancshares
RRBI
$431M
$20K ﹤0.01%
364
VFF icon
3242
Village Farms International
VFF
$284M
$20K ﹤0.01%
3,145
VTGN icon
3243
VistaGen Therapeutics
VTGN
$110M
$20K ﹤0.01%
772
+117
+18% +$3.03K
XPOF icon
3244
Xponential Fitness
XPOF
$294M
$20K ﹤0.01%
1,604
+456
+40% +$5.69K
PAMT
3245
PAMT CORP Common Stock
PAMT
$253M
$20K ﹤0.01%
727
+113
+18% +$3.11K
MCBC
3246
DELISTED
Macatawa Bank Corp
MCBC
$20K ﹤0.01%
2,213
+164
+8% +$1.48K
PCSB
3247
DELISTED
PCSB Financial Corporation
PCSB
$20K ﹤0.01%
1,069
AFCG
3248
AFC Gamma
AFCG
$102M
$19K ﹤0.01%
1,855
ALCO icon
3249
Alico
ALCO
$257M
$19K ﹤0.01%
+529
New +$19K
AREN icon
3250
Arena Group
AREN
$291M
$19K ﹤0.01%
+2,121
New +$19K