Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+4.98%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$354B
AUM Growth
+$354B
Cap. Flow
+$15.2B
Cap. Flow %
4.29%
Top 10 Hldgs %
31.11%
Holding
3,587
New
227
Increased
1,328
Reduced
1,536
Closed
175

Sector Composition

1 Technology 32.51%
2 Financials 12.19%
3 Healthcare 11.56%
4 Consumer Discretionary 9.43%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PRPL icon
3376
Purple Innovation
PRPL
$126M
$5.26K ﹤0.01%
5,053
OVID icon
3377
Ovid Therapeutics
OVID
$91M
$5.06K ﹤0.01%
6,579
+1,378
+26% +$1.06K
ACRV icon
3378
Acrivon Therapeutics
ACRV
$42.2M
$4.87K ﹤0.01%
839
BW icon
3379
Babcock & Wilcox
BW
$225M
$4.79K ﹤0.01%
3,303
-5,166
-61% -$7.49K
DTI icon
3380
Drilling Tools International
DTI
$71.3M
$4.69K ﹤0.01%
+835
New +$4.69K
OPAD icon
3381
Offerpad Solutions
OPAD
$156M
$4.69K ﹤0.01%
+1,074
New +$4.69K
RNW icon
3382
ReNew
RNW
$2.76B
$4.68K ﹤0.01%
750
-4,783
-86% -$29.8K
SST icon
3383
System1
SST
$57.3M
$4.62K ﹤0.01%
3,041
+714
+31% +$1.09K
CLYM
3384
Climb Bio, Inc. Common Stock
CLYM
$151M
$4.52K ﹤0.01%
+631
New +$4.52K
RDZN icon
3385
Roadzen
RDZN
$74.4M
$4.51K ﹤0.01%
+2,133
New +$4.51K
VCSA
3386
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
$4.45K ﹤0.01%
+913
New +$4.45K
UHG icon
3387
United Homes Group
UHG
$245M
$4.41K ﹤0.01%
744
+159
+27% +$942
GUTS icon
3388
Fractyl Health
GUTS
$68.8M
$4.38K ﹤0.01%
+1,032
New +$4.38K
NL icon
3389
NL Industries
NL
$320M
$4.36K ﹤0.01%
723
BAER icon
3390
Bridger Aerospace
BAER
$113M
$4.16K ﹤0.01%
+1,125
New +$4.16K
CLPR
3391
Clipper Realty
CLPR
$72.3M
$4.15K ﹤0.01%
1,150
SBDS
3392
Solo Brands, Inc.
SBDS
$20.2M
$3.89K ﹤0.01%
1,707
-412
-19% -$939
VALU icon
3393
Value Line
VALU
$357M
$3.7K ﹤0.01%
86
PRLD icon
3394
Prelude Therapeutics
PRLD
$68.5M
$3.67K ﹤0.01%
962
GOCO icon
3395
GoHealth
GOCO
$81.7M
$3.6K ﹤0.01%
370
MKTW icon
3396
MarketWise
MKTW
$49.6M
$3.48K ﹤0.01%
3,002
AEVA
3397
Aeva Technologies
AEVA
$834M
$3.42K ﹤0.01%
1,356
VHI icon
3398
Valhi
VHI
$462M
$3.32K ﹤0.01%
187
CIX icon
3399
Comp X International
CIX
$306M
$3.28K ﹤0.01%
135
TCI icon
3400
Transcontinental Realty Investors
TCI
$407M
$2.83K ﹤0.01%
100