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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ALCO icon
3251
Alico
ALCO
$261M
$17K ﹤0.01%
568
ARDX icon
3252
Ardelyx
ARDX
$1.59B
$17K ﹤0.01%
6,583
ASX icon
3253
ASE Group
ASX
$24.3B
$17K ﹤0.01%
4,323
CBFV icon
3254
CB Financial Services
CBFV
$162M
$17K ﹤0.01%
703
CRD.B icon
3255
Crawford & Co Class B
CRD.B
$509M
$17K ﹤0.01%
1,820
EYPT icon
3256
EyePoint Pharmaceuticals
EYPT
$941M
$17K ﹤0.01%
+1,035
New +$17K
FSFG icon
3257
First Savings Financial Group
FSFG
$190M
$17K ﹤0.01%
828
HBB icon
3258
Hamilton Beach Brands
HBB
$197M
$17K ﹤0.01%
970
SNDA icon
3259
Sonida Senior Living
SNDA
$489M
$17K ﹤0.01%
247
-144
-37% -$9.91K
SPRO icon
3260
Spero Therapeutics
SPRO
$112M
$17K ﹤0.01%
1,474
XFOR icon
3261
X4 Pharmaceuticals
XFOR
$73.6M
$17K ﹤0.01%
39
+35
+875% +$15.3K
GDP
3262
DELISTED
Goodrich Petroleum Corporation Common Stock
GDP
$17K ﹤0.01%
1,309
AVDR
3263
DELISTED
Avedro, Inc Common Stock
AVDR
$17K ﹤0.01%
+841
New +$17K
GFN
3264
DELISTED
General Finance Corporation
GFN
$17K ﹤0.01%
1,983
ASUR icon
3265
Asure Software
ASUR
$229M
$16K ﹤0.01%
2,090
LCUT icon
3266
Lifetime Brands
LCUT
$93.3M
$16K ﹤0.01%
1,703
VATE icon
3267
INNOVATE Corp
VATE
$70.7M
$16K ﹤0.01%
661
VSTM icon
3268
Verastem
VSTM
$630M
$16K ﹤0.01%
858
VYNE icon
3269
VYNE Therapeutics
VYNE
$7.31M
$16K ﹤0.01%
37
+21
+131% +$9.08K
VBIV
3270
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$16K ﹤0.01%
+468
New +$16K
OSG
3271
DELISTED
Overseas Shipholding Group Inc.
OSG
$16K ﹤0.01%
8,741
LOGC
3272
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
$16K ﹤0.01%
1,259
USWS
3273
DELISTED
U.S. Well Services, Inc. Class A Common Stock
USWS
$16K ﹤0.01%
+160
New +$16K
EVFM
3274
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
$16K ﹤0.01%
+157
New +$16K
AUPH icon
3275
Aurinia Pharmaceuticals
AUPH
$1.62B
$15K ﹤0.01%
2,319