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
+15.31%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$255B
AUM Growth
+$31.6B
Cap. Flow
+$3.57B
Cap. Flow %
1.4%
Top 10 Hldgs %
20.95%
Holding
3,536
New
99
Increased
1,353
Reduced
1,206
Closed
58

Sector Composition

1 Technology 23.77%
2 Financials 12.8%
3 Healthcare 12.45%
4 Consumer Discretionary 12.23%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MBCN icon
3276
Middlefield Banc Corp
MBCN
$236M
$12K ﹤0.01%
527
MLSS icon
3277
Milestone Scientific
MLSS
$47.6M
$12K ﹤0.01%
5,507
MPX icon
3278
Marine Products Corp
MPX
$324M
$12K ﹤0.01%
856
NATR icon
3279
Nature's Sunshine
NATR
$302M
$12K ﹤0.01%
786
PVBC icon
3280
Provident Bancorp
PVBC
$229M
$12K ﹤0.01%
1,036
+302
+41% +$3.5K
RMTI icon
3281
Rockwell Medical
RMTI
$54.7M
$12K ﹤0.01%
1,116
TARA icon
3282
Protara Therapeutics
TARA
$118M
$12K ﹤0.01%
492
+186
+61% +$4.54K
UNTY icon
3283
Unity Bancorp
UNTY
$529M
$12K ﹤0.01%
703
EVBN
3284
DELISTED
Evans Bancorp Inc
EVBN
$12K ﹤0.01%
421
OSG
3285
DELISTED
Overseas Shipholding Group Inc.
OSG
$12K ﹤0.01%
5,811
NYMX
3286
DELISTED
Nymox Pharmaceutical Corp
NYMX
$12K ﹤0.01%
4,778
TCFC
3287
DELISTED
The Community Financial Corporation Common Stock
TCFC
$12K ﹤0.01%
461
ELOX
3288
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
$12K ﹤0.01%
76
XONE
3289
DELISTED
The ExOne Company
XONE
$12K ﹤0.01%
1,297
BOCH
3290
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$12K ﹤0.01%
1,258
PAND
3291
DELISTED
Pandion Therapeutics Inc. Common Stock
PAND
$12K ﹤0.01%
811
ESTE
3292
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$12K ﹤0.01%
2,221
AMRK icon
3293
A-Mark Precious Metals
AMRK
$605M
$11K ﹤0.01%
864
BGSF icon
3294
BGSF Inc
BGSF
$70.1M
$11K ﹤0.01%
815
BWFG icon
3295
Bankwell Financial Group
BWFG
$346M
$11K ﹤0.01%
586
CFFI icon
3296
C&F Financial
CFFI
$230M
$11K ﹤0.01%
294
CHMG icon
3297
Chemung Financial Corp
CHMG
$255M
$11K ﹤0.01%
319
EEX icon
3298
Emerald Holding
EEX
$1.01B
$11K ﹤0.01%
2,076
FCCO icon
3299
First Community Corp
FCCO
$213M
$11K ﹤0.01%
633
FPH icon
3300
Five Point Holdings
FPH
$412M
$11K ﹤0.01%
1,945