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
-14.36%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$283B
AUM Growth
-$46.2B
Cap. Flow
+$7.52B
Cap. Flow %
2.66%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,979
Reduced
1,148
Closed
276

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1
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3
XOM icon
Exxon Mobil
XOM
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4
TSLA icon
Tesla
TSLA
+$208M
5
MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PCB icon
3276
PCB Bancorp
PCB
$308M
$18K ﹤0.01%
+963
New +$18K
PKBK icon
3277
Parke Bancorp
PKBK
$267M
$18K ﹤0.01%
+844
New +$18K
SG icon
3278
Sweetgreen
SG
$1.03B
$18K ﹤0.01%
1,538
+328
+27% +$3.84K
TK icon
3279
Teekay
TK
$721M
$18K ﹤0.01%
6,351
+845
+15% +$2.4K
TOI icon
3280
The Oncology Institute
TOI
$293M
$18K ﹤0.01%
+3,607
New +$18K
NEUE icon
3281
NeueHealth
NEUE
$60.8M
$18K ﹤0.01%
121
-198
-62% -$29.5K
OMIC
3282
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
$18K ﹤0.01%
157
+7
+5% +$803
VIEW
3283
DELISTED
View, Inc. Class A Common Stock
VIEW
$18K ﹤0.01%
182
-153
-46% -$15.1K
ALTG icon
3284
Alta Equipment Group
ALTG
$246M
$17K ﹤0.01%
1,898
+269
+17% +$2.41K
BNR
3285
Burning Rock Biotech
BNR
$95.5M
$17K ﹤0.01%
579
CBNK icon
3286
Capital Bancorp
CBNK
$556M
$17K ﹤0.01%
768
+181
+31% +$4.01K
FLL icon
3287
Full House Resorts
FLL
$120M
$17K ﹤0.01%
2,818
-651
-19% -$3.93K
FRBA icon
3288
First Bank
FRBA
$415M
$17K ﹤0.01%
1,250
GWRS icon
3289
Global Water Resources
GWRS
$266M
$17K ﹤0.01%
1,308
HYMC icon
3290
Hycroft Mining Holding Corp
HYMC
$227M
$17K ﹤0.01%
+1,575
New +$17K
IPSC icon
3291
Century Therapeutics
IPSC
$43.9M
$17K ﹤0.01%
1,990
+330
+20% +$2.82K
TEAD
3292
Teads Holding Co. Common Stock
TEAD
$149M
$17K ﹤0.01%
3,394
+1,188
+54% +$5.95K
SAMG icon
3293
Silvercrest Asset Management
SAMG
$134M
$17K ﹤0.01%
+1,052
New +$17K
SGC icon
3294
Superior Group of Companies
SGC
$187M
$17K ﹤0.01%
947
-53
-5% -$951
SGHT icon
3295
Sight Sciences
SGHT
$179M
$17K ﹤0.01%
1,848
-3,050
-62% -$28.1K
ULH icon
3296
Universal Logistics Holdings
ULH
$633M
$17K ﹤0.01%
621
-127
-17% -$3.48K
SPNE
3297
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
$17K ﹤0.01%
3,009
+65
+2% +$367
ACLX icon
3298
Arcellx
ACLX
$4.03B
$16K ﹤0.01%
892
+49
+6% +$879
CSTE icon
3299
Caesarstone
CSTE
$50.5M
$16K ﹤0.01%
1,794
-6,476
-78% -$57.8K
EP icon
3300
Empire Petroleum
EP
$138M
$16K ﹤0.01%
+1,311
New +$16K