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
+9.13%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$307B
AUM Growth
+$27.8B
Cap. Flow
+$7.47B
Cap. Flow %
2.43%
Top 10 Hldgs %
25.83%
Holding
3,624
New
248
Increased
1,958
Reduced
995
Closed
217

Sector Composition

1 Technology 28.76%
2 Healthcare 13.34%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
OPTN
3301
DELISTED
OptiNose
OPTN
$11K ﹤0.01%
+597
New +$11K
LSEA
3302
DELISTED
Landsea Homes
LSEA
$10.9K ﹤0.01%
1,174
+296
+34% +$2.76K
ACRV icon
3303
Acrivon Therapeutics
ACRV
$41.8M
$10.9K ﹤0.01%
839
-85
-9% -$1.1K
QUAD icon
3304
Quad
QUAD
$334M
$10.8K ﹤0.01%
2,874
PLX icon
3305
Protalix BioTherapeutics
PLX
$123M
$10.7K ﹤0.01%
+5,359
New +$10.7K
SKIL icon
3306
Skillsoft
SKIL
$132M
$10.7K ﹤0.01%
431
SBT
3307
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
$10.7K ﹤0.01%
1,953
+533
+38% +$2.92K
LE icon
3308
Lands' End
LE
$439M
$10.7K ﹤0.01%
1,375
TUSK icon
3309
Mammoth Energy Services
TUSK
$110M
$10.5K ﹤0.01%
+2,179
New +$10.5K
LPTV
3310
DELISTED
Loop Media, Inc.
LPTV
$10.5K ﹤0.01%
+4,403
New +$10.5K
RSVR icon
3311
Reservoir Media
RSVR
$520M
$10.5K ﹤0.01%
1,743
-452
-21% -$2.72K
SST icon
3312
System1
SST
$62.5M
$10.5K ﹤0.01%
+233
New +$10.5K
BTMD icon
3313
Biote Corp
BTMD
$110M
$10.5K ﹤0.01%
+1,546
New +$10.5K
TGAN
3314
DELISTED
Transphorm, Inc. Common Stock
TGAN
$10.2K ﹤0.01%
3,003
PEPG icon
3315
PepGen
PEPG
$45.9M
$10.2K ﹤0.01%
1,138
-367
-24% -$3.28K
CTGO icon
3316
Contango ORE
CTGO
$273M
$10.2K ﹤0.01%
+399
New +$10.2K
NODK icon
3317
NI Holdings
NODK
$276M
$10.2K ﹤0.01%
684
WHWK
3318
Whitehawk Therapeutics, Inc. Common Stock
WHWK
$85.8M
$10.2K ﹤0.01%
1,484
-341
-19% -$2.33K
BGRY
3319
DELISTED
Berkshire Grey, Inc. Class A Common Stock
BGRY
$10.1K ﹤0.01%
7,181
+1,912
+36% +$2.7K
CLPR
3320
Clipper Realty
CLPR
$71.2M
$10K ﹤0.01%
1,772
+464
+35% +$2.63K
KFS icon
3321
Kingsway Financial Services
KFS
$405M
$9.85K ﹤0.01%
+1,209
New +$9.85K
RENT
3322
Rent the Runway
RENT
$24.8M
$9.83K ﹤0.01%
248
-52
-17% -$2.06K
FOA icon
3323
Finance of America Companies
FOA
$308M
$9.56K ﹤0.01%
501
+185
+59% +$3.53K
TRVI icon
3324
Trevi Therapeutics
TRVI
$854M
$9.5K ﹤0.01%
+3,974
New +$9.5K
CPSS icon
3325
Consumer Portfolio Services
CPSS
$172M
$9.45K ﹤0.01%
810