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
GOCO icon
3351
GoHealth
GOCO
$76.9M
$7.29K ﹤0.01%
+370
New +$7.29K
DZSI
3352
DELISTED
DZS Inc. Common Stock
DZSI
$7.07K ﹤0.01%
1,780
-412
-19% -$1.64K
AVAH icon
3353
Aveanna Healthcare
AVAH
$1.72B
$6.96K ﹤0.01%
4,120
LENZ
3354
LENZ Therapeutics
LENZ
$1.2B
$6.96K ﹤0.01%
+382
New +$6.96K
PRTH icon
3355
Priority Technology Holdings
PRTH
$615M
$6.81K ﹤0.01%
1,881
LVOX
3356
DELISTED
LiveVox Holding, Inc. Class A Common Stock
LVOX
$6.76K ﹤0.01%
2,459
+588
+31% +$1.62K
NKTX icon
3357
Nkarta
NKTX
$161M
$6.76K ﹤0.01%
3,078
-355
-10% -$779
THRN
3358
DELISTED
Thorne Healthtech, Inc. Common Stock
THRN
$6.69K ﹤0.01%
1,424
IPSC icon
3359
Century Therapeutics
IPSC
$43.6M
$6.68K ﹤0.01%
2,113
ACET icon
3360
Adicet Bio
ACET
$60M
$6.65K ﹤0.01%
2,741
-976
-26% -$2.37K
UHG icon
3361
United Homes Group
UHG
$249M
$6.53K ﹤0.01%
+585
New +$6.53K
ICL icon
3362
ICL Group
ICL
$7.85B
$6.2K ﹤0.01%
+1,144
New +$6.2K
MKTW icon
3363
MarketWise
MKTW
$49.6M
$5.99K ﹤0.01%
150
+78
+108% +$3.11K
PLM
3364
DELISTED
PolyMet Mining Corp.
PLM
$5.97K ﹤0.01%
7,630
+2,084
+38% +$1.63K
VRAY
3365
DELISTED
ViewRay, Inc.
VRAY
$5.92K ﹤0.01%
16,797
-50,219
-75% -$17.7K
PNRG icon
3366
PrimeEnergy Resources
PNRG
$252M
$5.71K ﹤0.01%
+62
New +$5.71K
ARCE
3367
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$5.55K ﹤0.01%
457
QD
3368
Qudian
QD
$733M
$5.46K ﹤0.01%
2,732
ELA icon
3369
Envela
ELA
$194M
$5.44K ﹤0.01%
+739
New +$5.44K
EEX icon
3370
Emerald Holding
EEX
$1.02B
$5.36K ﹤0.01%
+1,306
New +$5.36K
NIU
3371
Niu Technologies
NIU
$338M
$5.31K ﹤0.01%
1,333
SWKH icon
3372
SWK Holdings
SWKH
$178M
$5.27K ﹤0.01%
398
AMPX icon
3373
Amprius Technologies
AMPX
$889M
$5.03K ﹤0.01%
+699
New +$5.03K
OCEA
3374
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
$4.98K ﹤0.01%
+829
New +$4.98K
IFS icon
3375
Intercorp Financial Services
IFS
$4.56B
$4.97K ﹤0.01%
200
-19,383
-99% -$481K