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
-14.36%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$283B
AUM Growth
-$46.2B
Cap. Flow
+$7.52B
Cap. Flow %
2.66%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,979
Reduced
1,148
Closed
276

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MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FTCI icon
3301
FTC Solar
FTCI
$94.3M
$16K ﹤0.01%
440
GCBC icon
3302
Greene County Bancorp
GCBC
$384M
$16K ﹤0.01%
+728
New +$16K
GLRE icon
3303
Greenlight Captial
GLRE
$424M
$16K ﹤0.01%
2,125
IVVD icon
3304
Invivyd
IVVD
$270M
$16K ﹤0.01%
4,746
-897
-16% -$3.02K
MAXN icon
3305
Maxeon Solar Technologies
MAXN
$66.7M
$16K ﹤0.01%
12
-15
-56% -$20K
UNTY icon
3306
Unity Bancorp
UNTY
$527M
$16K ﹤0.01%
+586
New +$16K
VLGEA icon
3307
Village Super Market
VLGEA
$550M
$16K ﹤0.01%
687
+60
+10% +$1.4K
ML
3308
DELISTED
MoneyLion Inc.
ML
$16K ﹤0.01%
+407
New +$16K
PFSW
3309
DELISTED
PFSweb, Inc.
PFSW
$16K ﹤0.01%
+1,377
New +$16K
TGAN
3310
DELISTED
Transphorm, Inc. Common Stock
TGAN
$16K ﹤0.01%
+4,125
New +$16K
ABSI icon
3311
Absci
ABSI
$356M
$15K ﹤0.01%
4,473
-835
-16% -$2.8K
BWFG icon
3312
Bankwell Financial Group
BWFG
$350M
$15K ﹤0.01%
+467
New +$15K
CVE.WS icon
3313
Cenovus Energy Inc. Warrants (each warrant entitles the holder to purchase one common share at an exercise price of C$6.54 per share)
CVE.WS
$41.5M
$15K ﹤0.01%
1,064
HBT icon
3314
HBT Financial
HBT
$808M
$15K ﹤0.01%
829
NGVC icon
3315
Vitamin Cottage Natural Grocers
NGVC
$833M
$15K ﹤0.01%
911
+195
+27% +$3.21K
SMR icon
3316
NuScale Power
SMR
$4.59B
$15K ﹤0.01%
+1,467
New +$15K
PRDS
3317
DELISTED
Pardes Biosciences, Inc. Common Stock
PRDS
$15K ﹤0.01%
+4,770
New +$15K
FRBK
3318
DELISTED
Republic First Bancorp Inc
FRBK
$15K ﹤0.01%
3,809
+421
+12% +$1.66K
AOMR
3319
Angel Oak Mortgage REIT
AOMR
$232M
$14K ﹤0.01%
1,049
+199
+23% +$2.66K
NOTV icon
3320
Inotiv
NOTV
$47.8M
$14K ﹤0.01%
1,430
-423
-23% -$4.14K
NUTX
3321
Nutex Health
NUTX
$462M
$14K ﹤0.01%
+28
New +$14K
ORMP icon
3322
Oramed Pharmaceuticals
ORMP
$95.5M
$14K ﹤0.01%
3,022
-15,720
-84% -$72.8K
RSVR icon
3323
Reservoir Media
RSVR
$511M
$14K ﹤0.01%
+2,195
New +$14K
BOXD
3324
DELISTED
Boxed, Inc.
BOXD
$14K ﹤0.01%
+7,377
New +$14K
CNVY
3325
DELISTED
Convey Health Solutions Holdings, Inc.
CNVY
$14K ﹤0.01%
1,365
+88
+7% +$903