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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
+$515M
2
BABA icon
Alibaba
BABA
+$122M
3
IAC icon
IAC Inc
IAC
+$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BPRN icon
3251
Princeton Bancorp
BPRN
$223M
$9K ﹤0.01%
506
-169
-25% -$3.01K
CFFI icon
3252
C&F Financial
CFFI
$230M
$9K ﹤0.01%
294
-102
-26% -$3.12K
CHMG icon
3253
Chemung Financial Corp
CHMG
$255M
$9K ﹤0.01%
319
-152
-32% -$4.29K
EARN
3254
Ellington Residential Mortgage REIT
EARN
$212M
$9K ﹤0.01%
796
-315
-28% -$3.56K
ELMD icon
3255
Electromed
ELMD
$208M
$9K ﹤0.01%
861
-291
-25% -$3.04K
EML icon
3256
Eastern Company
EML
$148M
$9K ﹤0.01%
479
-236
-33% -$4.43K
FCCO icon
3257
First Community Corp
FCCO
$213M
$9K ﹤0.01%
633
-270
-30% -$3.84K
FLNT
3258
Fluent
FLNT
$46.8M
$9K ﹤0.01%
615
-257
-29% -$3.76K
FRBA icon
3259
First Bank
FRBA
$417M
$9K ﹤0.01%
1,462
-762
-34% -$4.69K
FSFG icon
3260
First Savings Financial Group
FSFG
$190M
$9K ﹤0.01%
495
-210
-30% -$3.82K
GENC icon
3261
Gencor Industries
GENC
$236M
$9K ﹤0.01%
813
-383
-32% -$4.24K
CBIO
3262
Crescent Biopharma, Inc. Common Stock
CBIO
$180M
$9K ﹤0.01%
30
-12
-29% -$3.6K
GYRE icon
3263
Gyre Therapeutics
GYRE
$717M
$9K ﹤0.01%
273
-18
-6% -$593
HBT icon
3264
HBT Financial
HBT
$825M
$9K ﹤0.01%
829
-248
-23% -$2.69K
MHH icon
3265
Mastech Digital
MHH
$91.7M
$9K ﹤0.01%
478
-162
-25% -$3.05K
MIRM icon
3266
Mirum Pharmaceuticals
MIRM
$3.89B
$9K ﹤0.01%
494
-324
-40% -$5.9K
NATR icon
3267
Nature's Sunshine
NATR
$302M
$9K ﹤0.01%
786
-232
-23% -$2.66K
NGVC icon
3268
Vitamin Cottage Natural Grocers
NGVC
$878M
$9K ﹤0.01%
920
-292
-24% -$2.86K
PINE
3269
Alpine Income Property Trust
PINE
$216M
$9K ﹤0.01%
599
-252
-30% -$3.79K
PXLW icon
3270
Pixelworks
PXLW
$62.5M
$9K ﹤0.01%
381
-119
-24% -$2.81K
REFR icon
3271
Research Frontiers
REFR
$43.7M
$9K ﹤0.01%
3,153
-1,215
-28% -$3.47K
VNRX icon
3272
VolitionRX
VNRX
$68.5M
$9K ﹤0.01%
2,867
-941
-25% -$2.95K
WRAP icon
3273
Wrap Technologies
WRAP
$92M
$9K ﹤0.01%
1,360
-374
-22% -$2.48K
EVBN
3274
DELISTED
Evans Bancorp Inc
EVBN
$9K ﹤0.01%
421
-204
-33% -$4.36K
ATXI
3275
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
$9K ﹤0.01%
1