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

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CVX icon
Chevron
CVX
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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
AIFU
3376
AIFU Inc. Class A Ordinary Share
AIFU
$79.4M
$10K ﹤0.01%
97
-295
-75% -$30.4K
VIA
3377
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$10K ﹤0.01%
273
VCSA
3378
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
$10K ﹤0.01%
+174
New +$10K
ATCX
3379
DELISTED
Atlas Technical Consultants, Inc. Class A Common Stock
ATCX
$10K ﹤0.01%
1,848
+729
+65% +$3.95K
ATHA icon
3380
Athira Pharma
ATHA
$15M
$9K ﹤0.01%
3,053
+483
+19% +$1.42K
IMRX icon
3381
Immuneering
IMRX
$338M
$9K ﹤0.01%
1,591
-271
-15% -$1.53K
PBFS icon
3382
Pioneer Bancorp
PBFS
$336M
$9K ﹤0.01%
923
PIII icon
3383
P3 Health Partners
PIII
$29M
$9K ﹤0.01%
+50
New +$9K
TRML icon
3384
Tourmaline Bio
TRML
$1.22B
$9K ﹤0.01%
199
-12
-6% -$543
BEST
3385
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$9K ﹤0.01%
1,835
SCWX
3386
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$9K ﹤0.01%
792
AKUS
3387
DELISTED
Akouos, Inc. Common Stock
AKUS
$9K ﹤0.01%
1,997
STON
3388
DELISTED
StoneMor Inc.
STON
$9K ﹤0.01%
2,576
MBII
3389
DELISTED
Marrone Bio Innovations, Inc.
MBII
$9K ﹤0.01%
7,972
-3,010
-27% -$3.4K
MFGP
3390
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
$9K ﹤0.01%
2,681
ATIP
3391
DELISTED
ATI Physical Therapy, Inc.
ATIP
$9K ﹤0.01%
+126
New +$9K
AHT
3392
Ashford Hospitality Trust
AHT
$37.9M
$8K ﹤0.01%
137
AIRS icon
3393
AirSculpt Technologies
AIRS
$386M
$8K ﹤0.01%
1,364
+750
+122% +$4.4K
BH icon
3394
Biglari Holdings Class B
BH
$966M
$8K ﹤0.01%
65
BYSI icon
3395
BeyondSpring
BYSI
$79.9M
$8K ﹤0.01%
5,287
-556
-10% -$841
DRRX icon
3396
DURECT Corp
DRRX
$60.2M
$8K ﹤0.01%
1,745
-587
-25% -$2.69K
DSP icon
3397
Viant Technology
DSP
$165M
$8K ﹤0.01%
1,598
+422
+36% +$2.11K
FPH icon
3398
Five Point Holdings
FPH
$418M
$8K ﹤0.01%
1,945
MPX icon
3399
Marine Products Corp
MPX
$316M
$8K ﹤0.01%
856
PRTH icon
3400
Priority Technology Holdings
PRTH
$623M
$8K ﹤0.01%
2,482
+1,432
+136% +$4.62K