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
SBDS
3351
Solo Brands, Inc.
SBDS
$18.8M
$13K ﹤0.01%
1,482
+400
+37% +$3.51K
ACLX icon
3352
Arcellx
ACLX
$4.03B
$12K ﹤0.01%
+843
New +$12K
AMLX icon
3353
Amylyx Pharmaceuticals
AMLX
$910M
$12K ﹤0.01%
+905
New +$12K
APLT icon
3354
Applied Therapeutics
APLT
$68.2M
$12K ﹤0.01%
5,618
BOLT icon
3355
Bolt Biotherapeutics
BOLT
$9.96M
$12K ﹤0.01%
217
-57
-21% -$3.15K
BSET icon
3356
Bassett Furniture
BSET
$146M
$12K ﹤0.01%
739
CLPR
3357
Clipper Realty
CLPR
$71.2M
$12K ﹤0.01%
1,308
CPS icon
3358
Cooper-Standard Automotive
CPS
$677M
$12K ﹤0.01%
1,371
-34,388
-96% -$301K
CVE.WS icon
3359
Cenovus Energy Inc. Warrants (each warrant entitles the holder to purchase one common share at an exercise price of C$6.54 per share)
CVE.WS
$12K ﹤0.01%
1,064
-1,280
-55% -$14.4K
ESCA icon
3360
Escalade
ESCA
$178M
$12K ﹤0.01%
889
FPH icon
3361
Five Point Holdings
FPH
$397M
$12K ﹤0.01%
1,945
GORV icon
3362
Lazydays
GORV
$10.6M
$12K ﹤0.01%
19
IMRX icon
3363
Immuneering
IMRX
$229M
$12K ﹤0.01%
1,862
+1,088
+141% +$7.01K
NCMI icon
3364
National CineMedia
NCMI
$411M
$12K ﹤0.01%
481
NODK icon
3365
NI Holdings
NODK
$276M
$12K ﹤0.01%
684
RLYB icon
3366
Rallybio
RLYB
$25.4M
$12K ﹤0.01%
1,747
+1,085
+164% +$7.45K
RNAC icon
3367
Cartesian Therapeutics
RNAC
$277M
$12K ﹤0.01%
317
TYRA icon
3368
Tyra Biosciences
TYRA
$674M
$12K ﹤0.01%
1,126
VRCA icon
3369
Verrica Pharmaceuticals
VRCA
$48.2M
$12K ﹤0.01%
144
NAGE
3370
Niagen Bioscience, Inc. Common Stock
NAGE
$750M
$12K ﹤0.01%
4,878
VOXX
3371
DELISTED
VOXX International Corporation Class A
VOXX
$12K ﹤0.01%
1,245
THRX
3372
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
$12K ﹤0.01%
1,059
SFT
3373
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
$12K ﹤0.01%
526
DS
3374
DELISTED
Drive Shack Inc.
DS
$12K ﹤0.01%
7,632
MBII
3375
DELISTED
Marrone Bio Innovations, Inc.
MBII
$12K ﹤0.01%
10,982