Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+12.71%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$322B
AUM Growth
+$322B
Cap. Flow
+$2.52B
Cap. Flow %
0.78%
Top 10 Hldgs %
26.34%
Holding
3,426
New
15
Increased
1,303
Reduced
1,476
Closed
47

Sector Composition

1 Technology 29.63%
2 Healthcare 12.35%
3 Financials 12.25%
4 Consumer Discretionary 9.98%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NOTE icon
3301
FiscalNote
NOTE
$73.2M
$6.22K ﹤0.01% 5,428
CLPR
3302
Clipper Realty
CLPR
$72.3M
$6.21K ﹤0.01% 1,150
TDCX
3303
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
$6.03K ﹤0.01% 1,248
VERI icon
3304
Veritone
VERI
$169M
$6.01K ﹤0.01% 3,309
XAIR icon
3305
Beyond Air
XAIR
$11.6M
$5.9K ﹤0.01% 3,008
ICL icon
3306
ICL Group
ICL
$8.31B
$5.81K ﹤0.01% 1,144
OPFI icon
3307
OppFi
OPFI
$290M
$5.8K ﹤0.01% 1,132
PEPG icon
3308
PepGen
PEPG
$38M
$5.8K ﹤0.01% 853 -285 -25% -$1.94K
QD
3309
Qudian
QD
$753M
$5.57K ﹤0.01% 2,732
FOA icon
3310
Finance of America Companies
FOA
$296M
$5.56K ﹤0.01% 5,007
SWKH icon
3311
SWK Holdings
SWKH
$181M
$5.52K ﹤0.01% 315
ZVIA icon
3312
Zevia
ZVIA
$210M
$5.52K ﹤0.01% 2,745
UONE icon
3313
Urban One Class A
UONE
$70.8M
$5.49K ﹤0.01% 1,358
VLD
3314
DELISTED
Velo3D, Inc.
VLD
$5.43K ﹤0.01% 13,648 -41,225 -75% -$16.4K
VATE icon
3315
INNOVATE Corp
VATE
$72.1M
$5.39K ﹤0.01% 4,379
FTCI icon
3316
FTC Solar
FTCI
$93M
$5.34K ﹤0.01% 7,706
TRVI icon
3317
Trevi Therapeutics
TRVI
$883M
$5.33K ﹤0.01% 3,974
AFRI icon
3318
Forafric Global
AFRI
$234M
$5.32K ﹤0.01% 502
VIGL
3319
DELISTED
Vigil Neuroscience
VIGL
$5.27K ﹤0.01% 1,554
PRPL icon
3320
Purple Innovation
PRPL
$126M
$5.21K ﹤0.01% 5,053
ACET icon
3321
Adicet Bio
ACET
$59.9M
$5.17K ﹤0.01% 2,741
BRBS icon
3322
Blue Ridge Bankshares
BRBS
$369M
$5.17K ﹤0.01% 1,708
RPTX icon
3323
Repare Therapeutics
RPTX
$71.7M
$5.15K ﹤0.01% 706 -12,030 -94% -$87.8K
SST icon
3324
System1
SST
$57.3M
$5.14K ﹤0.01% 2,327
AEVA
3325
Aeva Technologies
AEVA
$834M
$5.14K ﹤0.01% 6,784