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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ITI
3251
DELISTED
Iteris, Inc.
ITI
$17K ﹤0.01%
3,076
TYME
3252
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
$17K ﹤0.01%
6,274
NWHM
3253
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$17K ﹤0.01%
2,159
NEOS
3254
DELISTED
Neos Therapeutics, Inc
NEOS
$17K ﹤0.01%
3,575
SPA
3255
DELISTED
Sparton
SPA
$17K ﹤0.01%
1,194
NWY
3256
DELISTED
New York & Co Inc
NWY
$17K ﹤0.01%
4,313
PHIIK
3257
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
$17K ﹤0.01%
1,800
PFSW
3258
DELISTED
PFSweb, Inc.
PFSW
$17K ﹤0.01%
2,272
GWRS icon
3259
Global Water Resources
GWRS
$270M
$16K ﹤0.01%
1,548
SIEB icon
3260
Siebert Financial
SIEB
$108M
$16K ﹤0.01%
1,111
VIVS
3261
VivoSim Labs, Inc. Common Stock
VIVS
$7.75M
$16K ﹤0.01%
57
MR
3262
DELISTED
Montage Resources Corporation Common Stock
MR
$16K ﹤0.01%
918
SFS
3263
DELISTED
Smart & Final Stores, Inc.
SFS
$16K ﹤0.01%
2,863
CTIC
3264
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$16K ﹤0.01%
7,601
KEG
3265
DELISTED
Key Energy Services, Inc. Common Stock
KEG
$16K ﹤0.01%
1,394
BRT
3266
BRT Apartments
BRT
$287M
$15K ﹤0.01%
1,254
CCB icon
3267
Coastal Financial
CCB
$1.67B
$15K ﹤0.01%
+912
New +$15K
FGBI icon
3268
First Guaranty Bancshares
FGBI
$126M
$15K ﹤0.01%
705
GCBC icon
3269
Greene County Bancorp
GCBC
$405M
$15K ﹤0.01%
946
MBIO icon
3270
Mustang Bio
MBIO
$10.6M
$15K ﹤0.01%
3
PVBC icon
3271
Provident Bancorp
PVBC
$227M
$15K ﹤0.01%
1,035
XOMA icon
3272
Xoma
XOMA
$444M
$15K ﹤0.01%
851
MBII
3273
DELISTED
Marrone Bio Innovations, Inc.
MBII
$15K ﹤0.01%
8,134
MGP
3274
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
$15K ﹤0.01%
508
-418
-45% -$12.3K
TBIO
3275
DELISTED
Translate Bio, Inc. Common Stock
TBIO
$15K ﹤0.01%
+1,484
New +$15K