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

Top Buys

1
AAPL icon
Apple
AAPL
+$1.29B
2
CVX icon
Chevron
CVX
+$275M
3
XOM icon
Exxon Mobil
XOM
+$268M
4
TSLA icon
Tesla
TSLA
+$208M
5
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
AIP icon
3326
Arteris
AIP
$369M
$13K ﹤0.01%
1,828
+1,357
+288% +$9.65K
AMTX icon
3327
Aemetis
AMTX
$136M
$13K ﹤0.01%
2,580
+417
+19% +$2.1K
BBCP icon
3328
Concrete Pumping Holdings
BBCP
$366M
$13K ﹤0.01%
2,183
CLSK icon
3329
CleanSpark
CLSK
$2.82B
$13K ﹤0.01%
3,211
FWRG icon
3330
First Watch Restaurant Group
FWRG
$1.08B
$13K ﹤0.01%
925
-109
-11% -$1.53K
HFFG icon
3331
HF Foods Group
HFFG
$169M
$13K ﹤0.01%
2,446
-256
-9% -$1.36K
KRT icon
3332
Karat Packaging
KRT
$491M
$13K ﹤0.01%
735
+262
+55% +$4.63K
NC icon
3333
NACCO Industries
NC
$294M
$13K ﹤0.01%
+341
New +$13K
NRDY icon
3334
Nerdy
NRDY
$157M
$13K ﹤0.01%
+5,866
New +$13K
NREF
3335
NexPoint Real Estate Finance
NREF
$268M
$13K ﹤0.01%
+642
New +$13K
OTLK icon
3336
Outlook Therapeutics
OTLK
$44.4M
$13K ﹤0.01%
619
RLYB icon
3337
Rallybio
RLYB
$25.1M
$13K ﹤0.01%
1,747
RDNW
3338
RideNow Group, Inc. Class B Common Stock
RDNW
$154M
$13K ﹤0.01%
+866
New +$13K
TLYS icon
3339
Tilly's
TLYS
$60.6M
$13K ﹤0.01%
1,795
TNYA icon
3340
Tenaya Therapeutics
TNYA
$210M
$13K ﹤0.01%
2,310
-427
-16% -$2.4K
JNCE
3341
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$13K ﹤0.01%
4,417
+1,788
+68% +$5.26K
AFYA icon
3342
Afya
AFYA
$1.38B
$12K ﹤0.01%
1,227
AQB icon
3343
AquaBounty Technologies
AQB
$4.5M
$12K ﹤0.01%
362
+130
+56% +$4.31K
AURA icon
3344
Aura Biosciences
AURA
$400M
$12K ﹤0.01%
862
+360
+72% +$5.01K
CPSS icon
3345
Consumer Portfolio Services
CPSS
$185M
$12K ﹤0.01%
+1,190
New +$12K
CRD.A icon
3346
Crawford & Co Class A
CRD.A
$511M
$12K ﹤0.01%
1,496
+320
+27% +$2.57K
DIBS icon
3347
1stdibs.com
DIBS
$100M
$12K ﹤0.01%
2,098
+29
+1% +$166
FGBI icon
3348
First Guaranty Bancshares
FGBI
$127M
$12K ﹤0.01%
+502
New +$12K
LCUT icon
3349
Lifetime Brands
LCUT
$90.9M
$12K ﹤0.01%
1,056
NATR icon
3350
Nature's Sunshine
NATR
$302M
$12K ﹤0.01%
1,164
+226
+24% +$2.33K