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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DYAI icon
3301
Dyadic International
DYAI
$32.9M
$13K ﹤0.01%
2,295
EML icon
3302
Eastern Company
EML
$146M
$13K ﹤0.01%
479
ESSA
3303
DELISTED
ESSA Bancorp
ESSA
$13K ﹤0.01%
835
ETON icon
3304
Eton Pharmaceutcials
ETON
$474M
$13K ﹤0.01%
1,838
FCCO icon
3305
First Community Corp
FCCO
$212M
$13K ﹤0.01%
633
FNWB icon
3306
First Northwest Bancorp
FNWB
$63.2M
$13K ﹤0.01%
796
IBEX icon
3307
IBEX
IBEX
$393M
$13K ﹤0.01%
599
+143
+31% +$3.1K
KRMD icon
3308
KORU Medical Systems
KRMD
$188M
$13K ﹤0.01%
3,758
+691
+23% +$2.39K
RVSB icon
3309
Riverview Bancorp
RVSB
$106M
$13K ﹤0.01%
1,929
SNCR icon
3310
Synchronoss Technologies
SNCR
$61.8M
$13K ﹤0.01%
392
TIL icon
3311
Instil Bio
TIL
$213M
$13K ﹤0.01%
+25
New +$13K
ENZ
3312
DELISTED
Enzo Biochem, Inc.
ENZ
$13K ﹤0.01%
3,924
AAIC
3313
DELISTED
Arlington Asset Investment Corp.
AAIC
$13K ﹤0.01%
3,236
-1,737
-35% -$6.98K
ASPU
3314
DELISTED
ASPEN GROUP, INC.
ASPU
$13K ﹤0.01%
2,244
-95
-4% -$550
LHDX
3315
DELISTED
Lucira Health, Inc. Common Stock
LHDX
$13K ﹤0.01%
+1,054
New +$13K
CFRX
3316
DELISTED
ContraFect Corporation
CFRX
$13K ﹤0.01%
34
-2
-6% -$765
ESTE
3317
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$13K ﹤0.01%
1,756
-465
-21% -$3.44K
ADMA icon
3318
ADMA Biologics
ADMA
$4.03B
$12K ﹤0.01%
7,063
BFIN icon
3319
BankFinancial
BFIN
$155M
$12K ﹤0.01%
1,193
-2,931
-71% -$29.5K
BH icon
3320
Biglari Holdings Class B
BH
$966M
$12K ﹤0.01%
93
-87
-48% -$11.2K
CHMI
3321
Cherry Hill Mortgage Investment Corp
CHMI
$105M
$12K ﹤0.01%
1,284
GAIA icon
3322
Gaia
GAIA
$140M
$12K ﹤0.01%
1,038
GHM icon
3323
Graham Corp
GHM
$524M
$12K ﹤0.01%
853
MRBK icon
3324
Meridian
MRBK
$177M
$12K ﹤0.01%
946
NERV icon
3325
Minerva Neurosciences
NERV
$16.4M
$12K ﹤0.01%
509