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
+10.82%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$224B
AUM Growth
+$16.8B
Cap. Flow
-$975M
Cap. Flow %
-0.44%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,851
Closed
39

Top Sells

1
AAPL icon
Apple
AAPL
$515M
2
BABA icon
Alibaba
BABA
$122M
3
IAC icon
IAC Inc
IAC
$111M
4
MSFT icon
Microsoft
MSFT
$110M
5
FSLY icon
Fastly
FSLY
$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ELOX
3326
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
$8K ﹤0.01%
76
-26
-25% -$2.74K
PBIP
3327
DELISTED
Prudential Bancorp, Inc.
PBIP
$8K ﹤0.01%
766
-403
-34% -$4.21K
ICBK
3328
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$8K ﹤0.01%
443
-188
-30% -$3.4K
MFNC
3329
DELISTED
Mackinac Financial Corporation
MFNC
$8K ﹤0.01%
797
-429
-35% -$4.31K
PROS
3330
DELISTED
ProSight Global, Inc.
PROS
$8K ﹤0.01%
724
-313
-30% -$3.46K
MR
3331
DELISTED
Montage Resources Corporation Common Stock
MR
$8K ﹤0.01%
1,720
-667
-28% -$3.1K
LJPC
3332
DELISTED
La Jolla Pharmaceutical Company
LJPC
$8K ﹤0.01%
2,094
-1,110
-35% -$4.24K
ATLC icon
3333
Atlanticus Holdings
ATLC
$1.03B
$7K ﹤0.01%
571
-250
-30% -$3.07K
AUBN icon
3334
Auburn National Bancorp
AUBN
$7K ﹤0.01%
206
-93
-31% -$3.16K
BGSF icon
3335
BGSF Inc
BGSF
$68.6M
$7K ﹤0.01%
815
-496
-38% -$4.26K
CBNK icon
3336
Capital Bancorp
CBNK
$565M
$7K ﹤0.01%
709
-301
-30% -$2.97K
CBUS icon
3337
Cibus
CBUS
$67.3M
$7K ﹤0.01%
26
-13
-33% -$3.5K
FTHM icon
3338
Fathom Holdings
FTHM
$55.4M
$7K ﹤0.01%
+468
New +$7K
FUNC icon
3339
First United
FUNC
$240M
$7K ﹤0.01%
569
-272
-32% -$3.35K
IBEX icon
3340
IBEX
IBEX
$393M
$7K ﹤0.01%
+456
New +$7K
IPI icon
3341
Intrepid Potash
IPI
$379M
$7K ﹤0.01%
843
-373
-31% -$3.1K
LARK icon
3342
Landmark Bancorp
LARK
$155M
$7K ﹤0.01%
424
-181
-30% -$2.99K
LXRX icon
3343
Lexicon Pharmaceuticals
LXRX
$396M
$7K ﹤0.01%
5,041
-1,887
-27% -$2.62K
MYFW icon
3344
First Western Financial
MYFW
$221M
$7K ﹤0.01%
549
-236
-30% -$3.01K
SGA icon
3345
Saga Communications
SGA
$76.6M
$7K ﹤0.01%
338
-158
-32% -$3.27K
UBFO icon
3346
United Security Bancshares
UBFO
$167M
$7K ﹤0.01%
1,194
-493
-29% -$2.89K
ARAV
3347
DELISTED
Aravive, Inc. Common Stock
ARAV
$7K ﹤0.01%
1,500
-501
-25% -$2.34K
SAL
3348
DELISTED
Salisbury Bancorp, Inc.
SAL
$7K ﹤0.01%
448
-194
-30% -$3.03K
APTX
3349
DELISTED
Aptinyx Inc. Common Stock
APTX
$7K ﹤0.01%
2,173
-912
-30% -$2.94K
PHAS
3350
DELISTED
PhaseBio Pharmaceuticals, Inc. Common Stock
PHAS
$7K ﹤0.01%
1,919
-850
-31% -$3.1K