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
VHC icon
3326
VirnetX
VHC
$78.5M
$14K ﹤0.01%
419
LENZ
3327
LENZ Therapeutics
LENZ
$1.2B
$14K ﹤0.01%
404
+187
+86% +$6.48K
GRTS
3328
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
$14K ﹤0.01%
3,478
JOAN
3329
DELISTED
JOANN, Inc. Common Stock
JOAN
$14K ﹤0.01%
1,224
MTEM
3330
DELISTED
Molecular Templates, Inc.
MTEM
$14K ﹤0.01%
262
NMTR
3331
DELISTED
9 Meters Biopharma, Inc. Common Stock
NMTR
$14K ﹤0.01%
1,183
+59
+5% +$698
PZN
3332
DELISTED
Pzena Investment Management, Inc. Class A
PZN
$14K ﹤0.01%
1,714
+110
+7% +$898
MFGP
3333
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$14K ﹤0.01%
2,681
BYSI icon
3334
BeyondSpring
BYSI
$75M
$13K ﹤0.01%
5,843
CBNK icon
3335
Capital Bancorp
CBNK
$565M
$13K ﹤0.01%
587
CECO icon
3336
Ceco Environmental
CECO
$1.67B
$13K ﹤0.01%
2,408
LEGH icon
3337
Legacy Housing
LEGH
$670M
$13K ﹤0.01%
589
MESA icon
3338
Mesa Air Group
MESA
$54M
$13K ﹤0.01%
2,857
KG
3339
Kestrel Group, Ltd.
KG
$200M
$13K ﹤0.01%
276
RELY icon
3340
Remitly
RELY
$4.02B
$13K ﹤0.01%
1,284
+68
+6% +$688
SMSI icon
3341
Smith Micro Software
SMSI
$15.5M
$13K ﹤0.01%
443
VTYX icon
3342
Ventyx Biosciences
VTYX
$180M
$13K ﹤0.01%
960
XOMA icon
3343
Xoma
XOMA
$426M
$13K ﹤0.01%
459
ZVRA icon
3344
Zevra Therapeutics
ZVRA
$502M
$13K ﹤0.01%
2,642
OMGA
3345
DELISTED
Omega Therapeutics, Inc. Common Stock
OMGA
$13K ﹤0.01%
2,156
+1,433
+198% +$8.64K
ITI
3346
DELISTED
Iteris, Inc.
ITI
$13K ﹤0.01%
4,423
+251
+6% +$738
ASXC
3347
DELISTED
Asensus Surgical, Inc.
ASXC
$13K ﹤0.01%
20,557
SIEN
3348
DELISTED
Sientra, Inc.
SIEN
$13K ﹤0.01%
606
+36
+6% +$772
ATCX
3349
DELISTED
Atlas Technical Consultants, Inc. Class A Common Stock
ATCX
$13K ﹤0.01%
1,119
+54
+5% +$627
ATHX
3350
DELISTED
Athersys, Inc. Common Stock
ATHX
$13K ﹤0.01%
890
+49
+6% +$716