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
+9.13%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$307B
AUM Growth
+$27.8B
Cap. Flow
+$7.47B
Cap. Flow %
2.43%
Top 10 Hldgs %
25.83%
Holding
3,624
New
248
Increased
1,958
Reduced
995
Closed
217

Sector Composition

1 Technology 28.76%
2 Healthcare 13.34%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TVRD
3276
Tvardi Therapeutics, Inc. Common Stock
TVRD
$292M
$12.3K ﹤0.01%
120
-2,529
-95% -$259K
AEVA
3277
Aeva Technologies
AEVA
$786M
$12.3K ﹤0.01%
1,961
-3,386
-63% -$21.2K
LBPH
3278
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
$12.3K ﹤0.01%
+1,670
New +$12.3K
CHMG icon
3279
Chemung Financial Corp
CHMG
$251M
$12.1K ﹤0.01%
+316
New +$12.1K
CMPO icon
3280
CompoSecure
CMPO
$1.89B
$12.1K ﹤0.01%
2,125
+1,215
+134% +$6.92K
EVI icon
3281
EVI Industries
EVI
$362M
$11.9K ﹤0.01%
+542
New +$11.9K
GORV icon
3282
Lazydays
GORV
$10.6M
$11.9K ﹤0.01%
+34
New +$11.9K
ESSA
3283
DELISTED
ESSA Bancorp
ESSA
$11.9K ﹤0.01%
+795
New +$11.9K
FCCO icon
3284
First Community Corp
FCCO
$212M
$11.9K ﹤0.01%
+683
New +$11.9K
CIFR icon
3285
Cipher Mining
CIFR
$2.96B
$11.8K ﹤0.01%
4,139
+845
+26% +$2.42K
ZVIA icon
3286
Zevia
ZVIA
$193M
$11.8K ﹤0.01%
+2,745
New +$11.8K
FRGI
3287
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
$11.8K ﹤0.01%
+1,490
New +$11.8K
FOSL icon
3288
Fossil Group
FOSL
$165M
$11.8K ﹤0.01%
4,598
EVBN
3289
DELISTED
Evans Bancorp Inc
EVBN
$11.8K ﹤0.01%
+473
New +$11.8K
ESCA icon
3290
Escalade
ESCA
$178M
$11.8K ﹤0.01%
+882
New +$11.8K
AIRS icon
3291
AirSculpt Technologies
AIRS
$367M
$11.8K ﹤0.01%
1,364
KLXE icon
3292
KLX Energy Services
KLXE
$33.7M
$11.7K ﹤0.01%
+1,198
New +$11.7K
PMTS icon
3293
CPI Card Group
PMTS
$162M
$11.6K ﹤0.01%
+499
New +$11.6K
BIRD icon
3294
Allbirds
BIRD
$51M
$11.6K ﹤0.01%
459
-237
-34% -$5.98K
PSTX
3295
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$11.5K ﹤0.01%
+6,551
New +$11.5K
BWFG icon
3296
Bankwell Financial Group
BWFG
$339M
$11.4K ﹤0.01%
467
VOR icon
3297
Vor Biopharma
VOR
$248M
$11.2K ﹤0.01%
+3,627
New +$11.2K
PLSE icon
3298
Pulse Biosciences
PLSE
$1.02B
$11.2K ﹤0.01%
+1,555
New +$11.2K
EP icon
3299
Empire Petroleum
EP
$168M
$11K ﹤0.01%
1,212
KRT icon
3300
Karat Packaging
KRT
$512M
$11K ﹤0.01%
604