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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
$515M
2
BABA icon
Alibaba
BABA
$122M
3
IAC icon
IAC Inc
IAC
$111M
4
MSFT icon
Microsoft
MSFT
$110M
5
FSLY icon
Fastly
FSLY
$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MESA icon
3301
Mesa Air Group
MESA
$53.2M
$8K ﹤0.01%
2,603
-1,004
-28% -$3.09K
MLP icon
3302
Maui Land & Pineapple Co
MLP
$331M
$8K ﹤0.01%
743
-388
-34% -$4.18K
MLSS icon
3303
Milestone Scientific
MLSS
$47.7M
$8K ﹤0.01%
5,507
-162
-3% -$235
MNSB icon
3304
MainStreet Bancshares
MNSB
$170M
$8K ﹤0.01%
631
-308
-33% -$3.91K
MRBK icon
3305
Meridian
MRBK
$177M
$8K ﹤0.01%
946
-406
-30% -$3.43K
OVBC icon
3306
Ohio Valley Banc Corp
OVBC
$174M
$8K ﹤0.01%
380
-162
-30% -$3.41K
PAVM icon
3307
PAVmed
PAVM
$9.69M
$8K ﹤0.01%
286
-106
-27% -$2.97K
PBFS icon
3308
Pioneer Bancorp
PBFS
$337M
$8K ﹤0.01%
923
-348
-27% -$3.02K
PLBC icon
3309
Plumas Bancorp
PLBC
$313M
$8K ﹤0.01%
410
-178
-30% -$3.47K
RMNI icon
3310
Rimini Street
RMNI
$423M
$8K ﹤0.01%
2,568
-726
-22% -$2.26K
RVSB icon
3311
Riverview Bancorp
RVSB
$105M
$8K ﹤0.01%
1,929
-886
-31% -$3.67K
RYI icon
3312
Ryerson Holding
RYI
$735M
$8K ﹤0.01%
1,418
-695
-33% -$3.92K
SBFG icon
3313
SB Financial Group
SBFG
$138M
$8K ﹤0.01%
658
-286
-30% -$3.48K
STR
3314
DELISTED
Sitio Royalties
STR
$8K ﹤0.01%
849
-420
-33% -$3.96K
UNTY icon
3315
Unity Bancorp
UNTY
$525M
$8K ﹤0.01%
703
-335
-32% -$3.81K
XAIR icon
3316
Beyond Air
XAIR
$18.8M
$8K ﹤0.01%
79
-29
-27% -$2.94K
ENZ
3317
DELISTED
Enzo Biochem, Inc.
ENZ
$8K ﹤0.01%
3,924
-1,403
-26% -$2.86K
PTVE
3318
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
$8K ﹤0.01%
+606
New +$8K
GRTS
3319
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
$8K ﹤0.01%
2,840
-1,169
-29% -$3.29K
CALB
3320
DELISTED
California BanCorp Common Stock
CALB
$8K ﹤0.01%
668
-289
-30% -$3.46K
FNCB
3321
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
$8K ﹤0.01%
1,520
-612
-29% -$3.22K
SRT
3322
DELISTED
Startek Inc.
SRT
$8K ﹤0.01%
1,448
-516
-26% -$2.85K
AXLA
3323
DELISTED
Axcella Health Inc. Common Stock
AXLA
$8K ﹤0.01%
72
+9
+14% +$1K
FRBK
3324
DELISTED
Republic First Bancorp Inc
FRBK
$8K ﹤0.01%
3,973
-1,508
-28% -$3.04K
NH
3325
DELISTED
NantHealth, Inc
NH
$8K ﹤0.01%
223
-74
-25% -$2.66K