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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AC
3301
DELISTED
Associated Capital Group
AC
$12K ﹤0.01%
288
OVID icon
3302
Ovid Therapeutics
OVID
$88.9M
$12K ﹤0.01%
2,145
SND icon
3303
Smart Sand
SND
$77.1M
$12K ﹤0.01%
2,971
UBX
3304
DELISTED
Unity Biotechnology
UBX
$12K ﹤0.01%
75
AE
3305
DELISTED
Adams Resources & Energy Inc.
AE
$12K ﹤0.01%
273
LUMO
3306
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$12K ﹤0.01%
560
SURF
3307
DELISTED
Surface Oncology, Inc. Common Stock
SURF
$12K ﹤0.01%
1,079
GEN
3308
DELISTED
Genesis Healthcare, Inc.
GEN
$12K ﹤0.01%
9,138
DZSI
3309
DELISTED
DZS Inc. Common Stock
DZSI
$12K ﹤0.01%
874
NYMX
3310
DELISTED
Nymox Pharmaceutical Corp
NYMX
$11K ﹤0.01%
4,420
EIDX
3311
DELISTED
Eidos Therapeutics, Inc. Common Stock
EIDX
$11K ﹤0.01%
+1,104
New +$11K
ZOM
3312
DELISTED
Zomedica Corp.
ZOM
$11K ﹤0.01%
5,852
IMH
3313
DELISTED
Impac Mortgage Holdings Inc.
IMH
$11K ﹤0.01%
1,473
AM icon
3314
Antero Midstream
AM
$8.66B
$11K ﹤0.01%
635
BBGI icon
3315
Beasley Broadcasting Group
BBGI
$8.48M
$11K ﹤0.01%
80
+58
+264% +$7.98K
SAND icon
3316
Sandstorm Gold
SAND
$3.39B
$11K ﹤0.01%
3,056
SPRO icon
3317
Spero Therapeutics
SPRO
$112M
$11K ﹤0.01%
1,019
VERI icon
3318
Veritone
VERI
$145M
$11K ﹤0.01%
1,066
VYNE icon
3319
VYNE Therapeutics
VYNE
$7.43M
$11K ﹤0.01%
16
ASTH icon
3320
Astrana Health
ASTH
$1.36B
$11K ﹤0.01%
508
-3,193
-86% -$69.1K
PFIE
3321
DELISTED
Profire Energy, Inc
PFIE
$11K ﹤0.01%
3,538
ZN
3322
DELISTED
Zion Oil & Gas, Inc.
ZN
$10K ﹤0.01%
7,958
BWB icon
3323
Bridgewater Bancshares
BWB
$452M
$10K ﹤0.01%
738
METC icon
3324
Ramaco Resources Class A
METC
$1.71B
$10K ﹤0.01%
1,447
+1,074
+288% +$7.42K
QURE icon
3325
uniQure
QURE
$957M
$10K ﹤0.01%
265