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
+9.13%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$307B
AUM Growth
+$27.8B
Cap. Flow
+$7.47B
Cap. Flow %
2.43%
Top 10 Hldgs %
25.83%
Holding
3,624
New
248
Increased
1,958
Reduced
995
Closed
217

Top Buys

1
MSFT icon
Microsoft
MSFT
+$438M
2
TSLA icon
Tesla
TSLA
+$419M
3
AAPL icon
Apple
AAPL
+$419M
4
AMZN icon
Amazon
AMZN
+$344M
5
AVGO icon
Broadcom
AVGO
+$204M

Sector Composition

1 Technology 28.76%
2 Healthcare 13.34%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RNGR icon
3226
Ranger Energy Services
RNGR
$302M
$15K ﹤0.01%
+1,467
New +$15K
HIMX
3227
Himax Technologies
HIMX
$1.47B
$14.9K ﹤0.01%
2,214
AKYA
3228
DELISTED
Akoya BioSciences
AKYA
$14.9K ﹤0.01%
2,010
SSBK
3229
DELISTED
Southern States Bancshares
SSBK
$14.9K ﹤0.01%
+704
New +$14.9K
WKHS icon
3230
Workhorse Group
WKHS
$18.4M
$14.8K ﹤0.01%
68
-86
-56% -$18.7K
GENC icon
3231
Gencor Industries
GENC
$237M
$14.7K ﹤0.01%
+941
New +$14.7K
VIGL
3232
DELISTED
Vigil Neuroscience
VIGL
$14.6K ﹤0.01%
+1,554
New +$14.6K
VRCA icon
3233
Verrica Pharmaceuticals
VRCA
$47.8M
$14.6K ﹤0.01%
+253
New +$14.6K
LCNB icon
3234
LCNB Corp
LCNB
$227M
$14.6K ﹤0.01%
+987
New +$14.6K
KRMD icon
3235
KORU Medical Systems
KRMD
$189M
$14.5K ﹤0.01%
+4,212
New +$14.5K
PGEN icon
3236
Precigen
PGEN
$1.24B
$14.5K ﹤0.01%
12,688
-10,523
-45% -$12K
MASS icon
3237
908 Devices
MASS
$204M
$14.5K ﹤0.01%
2,115
-119
-5% -$816
MYFW icon
3238
First Western Financial
MYFW
$227M
$14.5K ﹤0.01%
779
MNSB icon
3239
MainStreet Bancshares
MNSB
$170M
$14.5K ﹤0.01%
+639
New +$14.5K
ACTG icon
3240
Acacia Research
ACTG
$326M
$14.5K ﹤0.01%
+3,480
New +$14.5K
MG icon
3241
Mistras Group
MG
$306M
$14.5K ﹤0.01%
+1,873
New +$14.5K
LINC icon
3242
Lincoln Educational Services
LINC
$619M
$14.5K ﹤0.01%
+2,145
New +$14.5K
PIII icon
3243
P3 Health Partners
PIII
$28.7M
$14.5K ﹤0.01%
97
+47
+94% +$7K
VABK icon
3244
Virginia National Bankshares
VABK
$220M
$14.4K ﹤0.01%
+449
New +$14.4K
CWBC
3245
Community West Bancshares
CWBC
$406M
$14.4K ﹤0.01%
+930
New +$14.4K
ATLO icon
3246
AMES National
ATLO
$180M
$14.3K ﹤0.01%
+795
New +$14.3K
SBDS
3247
Solo Brands, Inc.
SBDS
$18.8M
$14.3K ﹤0.01%
2,530
+612
+32% +$3.46K
NC icon
3248
NACCO Industries
NC
$294M
$14.3K ﹤0.01%
412
+71
+21% +$2.46K
VRA icon
3249
Vera Bradley
VRA
$65.9M
$14.3K ﹤0.01%
+2,233
New +$14.3K
PKOH icon
3250
Park-Ohio Holdings
PKOH
$305M
$14.1K ﹤0.01%
+744
New +$14.1K