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
-3.17%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.5B
Cap. Flow %
4.72%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Sector Composition

1 Technology 25.92%
2 Financials 13.2%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PLPC icon
3301
Preformed Line Products
PLPC
$946M
$15K ﹤0.01%
237
PPTA
3302
Perpetua Resources
PPTA
$1.98B
$15K ﹤0.01%
3,731
+244
+7% +$981
TARS icon
3303
Tarsus Pharmaceuticals
TARS
$2.43B
$15K ﹤0.01%
868
+50
+6% +$864
TXMD icon
3304
TherapeuticsMD
TXMD
$12.5M
$15K ﹤0.01%
796
+11
+1% +$207
ULH icon
3305
Universal Logistics Holdings
ULH
$673M
$15K ﹤0.01%
748
VLGEA icon
3306
Village Super Market
VLGEA
$549M
$15K ﹤0.01%
627
AMBR
3307
Amber International Holding Limited American Depositary Shares
AMBR
$373M
$15K ﹤0.01%
1,254
ONIT
3308
Onity Group Inc.
ONIT
$341M
$15K ﹤0.01%
650
FNA
3309
DELISTED
Paragon 28, Inc.
FNA
$15K ﹤0.01%
890
VIRX
3310
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$15K ﹤0.01%
3,098
LTRPA
3311
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$15K ﹤0.01%
7,302
PRTK
3312
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$15K ﹤0.01%
4,978
+247
+5% +$744
AHT
3313
Ashford Hospitality Trust
AHT
$37.7M
$14K ﹤0.01%
137
AOMR
3314
Angel Oak Mortgage REIT
AOMR
$239M
$14K ﹤0.01%
850
+279
+49% +$4.6K
CDRE icon
3315
Cadre Holdings
CDRE
$1.3B
$14K ﹤0.01%
558
CTSO icon
3316
Cytosorbents Corp
CTSO
$60.6M
$14K ﹤0.01%
4,474
+295
+7% +$923
FDBC icon
3317
Fidelity D&D Bancorp
FDBC
$253M
$14K ﹤0.01%
301
FWRG icon
3318
First Watch Restaurant Group
FWRG
$1.13B
$14K ﹤0.01%
1,034
IMA
3319
ImageneBio, Inc. Common Stock
IMA
$89M
$14K ﹤0.01%
189
TBHC
3320
The Brand House Collective, Inc. Common Stock
TBHC
$38.6M
$14K ﹤0.01%
1,463
LCUT icon
3321
Lifetime Brands
LCUT
$97.2M
$14K ﹤0.01%
1,056
NGVC icon
3322
Vitamin Cottage Natural Grocers
NGVC
$891M
$14K ﹤0.01%
716
TH icon
3323
Target Hospitality
TH
$876M
$14K ﹤0.01%
2,294
UDMY icon
3324
Udemy
UDMY
$1B
$14K ﹤0.01%
1,157
VATE icon
3325
INNOVATE Corp
VATE
$75.2M
$14K ﹤0.01%
379