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
OCTO icon
3351
Eightco Holdings
OCTO
$86.7M
$12K ﹤0.01%
+23
New +$12K
PLPC icon
3352
Preformed Line Products
PLPC
$954M
$12K ﹤0.01%
196
-41
-17% -$2.51K
SPIR icon
3353
Spire Global
SPIR
$279M
$12K ﹤0.01%
1,319
+199
+18% +$1.81K
TDCX
3354
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
$12K ﹤0.01%
+1,248
New +$12K
ALPN
3355
DELISTED
Alpine Immune Sciences, Inc. Common Stock
ALPN
$12K ﹤0.01%
1,442
+215
+18% +$1.79K
CMLS
3356
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$12K ﹤0.01%
+1,563
New +$12K
NETI
3357
DELISTED
Eneti Inc.
NETI
$12K ﹤0.01%
+1,951
New +$12K
ZEV
3358
DELISTED
Lightning eMotors, Inc.
ZEV
$12K ﹤0.01%
+210
New +$12K
TIG
3359
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
$12K ﹤0.01%
1,901
+500
+36% +$3.16K
KRON
3360
DELISTED
Kronos Bio
KRON
$11K ﹤0.01%
3,097
-4,904
-61% -$17.4K
LEGH icon
3361
Legacy Housing
LEGH
$649M
$11K ﹤0.01%
818
+229
+39% +$3.08K
NAUT icon
3362
Nautilus Biotechnolgy
NAUT
$91.1M
$11K ﹤0.01%
+4,020
New +$11K
NODK icon
3363
NI Holdings
NODK
$276M
$11K ﹤0.01%
684
ORIC icon
3364
Oric Pharmaceuticals
ORIC
$1.04B
$11K ﹤0.01%
2,530
-7,076
-74% -$30.8K
SWKH icon
3365
SWK Holdings
SWKH
$182M
$11K ﹤0.01%
+795
New +$11K
XOS icon
3366
Xos
XOS
$20.3M
$11K ﹤0.01%
+197
New +$11K
EXPR
3367
DELISTED
Express, Inc.
EXPR
$11K ﹤0.01%
+271
New +$11K
ICVX
3368
DELISTED
Icosavax, Inc. Common Stock
ICVX
$11K ﹤0.01%
1,953
-2,647
-58% -$14.9K
THRX
3369
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
$11K ﹤0.01%
1,962
+903
+85% +$5.06K
PZN
3370
DELISTED
Pzena Investment Management, Inc. Class A
PZN
$11K ﹤0.01%
1,714
BKKT icon
3371
Bakkt Holdings
BKKT
$134M
$10K ﹤0.01%
+191
New +$10K
CLPR
3372
Clipper Realty
CLPR
$69.9M
$10K ﹤0.01%
1,308
IBEX icon
3373
IBEX
IBEX
$384M
$10K ﹤0.01%
573
REFI
3374
Chicago Atlantic Real Estate Finance
REFI
$282M
$10K ﹤0.01%
637
+156
+32% +$2.45K
USCB icon
3375
USCB Financial Holdings
USCB
$348M
$10K ﹤0.01%
+899
New +$10K