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
PAYS icon
3326
Paysign
PAYS
$286M
$9.41K ﹤0.01%
+3,842
New +$9.41K
SNFCA icon
3327
Security National Financial
SNFCA
$230M
$9.25K ﹤0.01%
+1,207
New +$9.25K
USCB icon
3328
USCB Financial Holdings
USCB
$350M
$9.17K ﹤0.01%
899
WULF icon
3329
TeraWulf
WULF
$3.58B
$8.99K ﹤0.01%
5,136
-2,927
-36% -$5.12K
SGHC icon
3330
SGHC Ltd
SGHC
$6.4B
$8.92K ﹤0.01%
+3,075
New +$8.92K
NGVC icon
3331
Vitamin Cottage Natural Grocers
NGVC
$891M
$8.78K ﹤0.01%
716
-195
-21% -$2.39K
THRD
3332
DELISTED
Third Harmonic Bio
THRD
$8.74K ﹤0.01%
1,816
+617
+51% +$2.97K
WLFC icon
3333
Willis Lease Finance
WLFC
$1.14B
$8.73K ﹤0.01%
+223
New +$8.73K
AOMR
3334
Angel Oak Mortgage REIT
AOMR
$239M
$8.64K ﹤0.01%
1,049
BSVN icon
3335
Bank7 Corp
BSVN
$458M
$8.64K ﹤0.01%
+352
New +$8.64K
GNLX icon
3336
Genelux
GNLX
$127M
$8.58K ﹤0.01%
+267
New +$8.58K
ACIC icon
3337
American Coastal Insurance
ACIC
$554M
$8.38K ﹤0.01%
+1,879
New +$8.38K
UONE icon
3338
Urban One Class A
UONE
$73.5M
$8.11K ﹤0.01%
1,358
HYPD
3339
Hyperion DeFi, Inc. Common Stock
HYPD
$35M
$7.99K ﹤0.01%
+42
New +$7.99K
VEL icon
3340
Velocity Financial
VEL
$736M
$7.85K ﹤0.01%
681
IVAC
3341
DELISTED
Intevac Inc
IVAC
$7.83K ﹤0.01%
+2,087
New +$7.83K
LRMR icon
3342
Larimar Therapeutics
LRMR
$337M
$7.77K ﹤0.01%
+2,481
New +$7.77K
BKKT icon
3343
Bakkt Holdings
BKKT
$122M
$7.69K ﹤0.01%
250
VATE icon
3344
INNOVATE Corp
VATE
$75.2M
$7.66K ﹤0.01%
+438
New +$7.66K
DLTH icon
3345
Duluth Holdings
DLTH
$142M
$7.61K ﹤0.01%
1,211
-148
-11% -$929
BBAI icon
3346
BigBear.ai
BBAI
$1.85B
$7.56K ﹤0.01%
+3,224
New +$7.56K
OKUR
3347
OnKure Therapeutics, Inc. Class A Common Stock
OKUR
$37.2M
$7.48K ﹤0.01%
+114
New +$7.48K
BGXX
3348
DELISTED
Bright Green Corporation Common Stock
BGXX
$7.4K ﹤0.01%
+7,325
New +$7.4K
DSP icon
3349
Viant Technology
DSP
$167M
$7.37K ﹤0.01%
1,598
JILL icon
3350
J. Jill
JILL
$274M
$7.35K ﹤0.01%
+343
New +$7.35K