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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PWOD
3251
DELISTED
Penns Woods Bancorp
PWOD
$15K ﹤0.01%
607
-976
-62% -$24.1K
PXLW icon
3252
Pixelworks
PXLW
$46.2M
$15K ﹤0.01%
381
RMBI icon
3253
Richmond Mutual Bancorp
RMBI
$142M
$15K ﹤0.01%
1,087
SAMG icon
3254
Silvercrest Asset Management
SAMG
$134M
$15K ﹤0.01%
1,023
SHBI icon
3255
Shore Bancshares
SHBI
$566M
$15K ﹤0.01%
865
-231
-21% -$4.01K
STR
3256
DELISTED
Sitio Royalties
STR
$15K ﹤0.01%
849
UNTY icon
3257
Unity Bancorp
UNTY
$524M
$15K ﹤0.01%
703
CVLY
3258
DELISTED
Codorus Valley Bancorp Inc
CVLY
$15K ﹤0.01%
831
VIA
3259
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$15K ﹤0.01%
274
-29
-10% -$1.59K
NBSE
3260
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$15K ﹤0.01%
99
-10
-9% -$1.52K
JOAN
3261
DELISTED
JOANN, Inc. Common Stock
JOAN
$15K ﹤0.01%
+1,500
New +$15K
FRBK
3262
DELISTED
Republic First Bancorp Inc
FRBK
$15K ﹤0.01%
3,973
WMC
3263
DELISTED
Western Asset Mortgage Capital Corporation
WMC
$15K ﹤0.01%
463
-6,213
-93% -$201K
EVFM
3264
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
$15K ﹤0.01%
556
-767
-58% -$20.7K
SOLY
3265
DELISTED
Soliton, Inc.
SOLY
$15K ﹤0.01%
860
ALSK
3266
DELISTED
Alaska Communications Systems
ALSK
$15K ﹤0.01%
4,585
ALCO icon
3267
Alico
ALCO
$256M
$14K ﹤0.01%
462
APT icon
3268
Alpha Pro Tech
APT
$51.2M
$14K ﹤0.01%
1,429
-107
-7% -$1.05K
BPRN icon
3269
Princeton Bancorp
BPRN
$223M
$14K ﹤0.01%
506
CBNK icon
3270
Capital Bancorp
CBNK
$565M
$14K ﹤0.01%
709
COFS icon
3271
Choiceone Financial
COFS
$462M
$14K ﹤0.01%
601
DHX icon
3272
DHI Group
DHX
$143M
$14K ﹤0.01%
4,309
EBMT icon
3273
Eagle Bancorp Montana
EBMT
$140M
$14K ﹤0.01%
556
FCAP icon
3274
First Capital
FCAP
$145M
$14K ﹤0.01%
288
GNPX icon
3275
Genprex
GNPX
$7.68M
$14K ﹤0.01%
83
-7
-8% -$1.18K