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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$268B
Cap. Flow
-$748M
Cap. Flow %
-0.28%
Top 10 Hldgs %
19.95%
Holding
3,553
New
75
Increased
1,755
Reduced
1,233
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ASUR icon
3401
Asure Software
ASUR
$220M
$9K ﹤0.01%
1,194
CBAN icon
3402
Colony Bankcorp
CBAN
$297M
$9K ﹤0.01%
587
CTOS icon
3403
Custom Truck One Source
CTOS
$1.37B
$9K ﹤0.01%
915
FHTX icon
3404
Foghorn Therapeutics
FHTX
$298M
$9K ﹤0.01%
716
CBIO
3405
Crescent Biopharma, Inc. Common Stock
CBIO
$184M
$9K ﹤0.01%
2,988
IMUX icon
3406
Immunic
IMUX
$79.4M
$9K ﹤0.01%
559
-50
-8% -$805
KRUS icon
3407
Kura Sushi USA
KRUS
$1.02B
$9K ﹤0.01%
299
LARK icon
3408
Landmark Bancorp
LARK
$155M
$9K ﹤0.01%
348
LYRA icon
3409
Lyra Therapeutics
LYRA
$11.8M
$9K ﹤0.01%
759
MEC icon
3410
Mayville Engineering Co
MEC
$288M
$9K ﹤0.01%
645
MNSB icon
3411
MainStreet Bancshares
MNSB
$172M
$9K ﹤0.01%
433
-198
-31% -$4.12K
RMTI icon
3412
Rockwell Medical
RMTI
$59.6M
$9K ﹤0.01%
8,147
-4,125
-34% -$4.56K
XAIR icon
3413
Beyond Air
XAIR
$12.1M
$9K ﹤0.01%
1,578
GRTX
3414
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$9K ﹤0.01%
984
-72
-7% -$659
ARAV
3415
DELISTED
Aravive, Inc. Common Stock
ARAV
$9K ﹤0.01%
1,395
-105
-7% -$677
NMRD
3416
DELISTED
Nemaura Medical, Inc. Common Stock
NMRD
$9K ﹤0.01%
1,106
CORR
3417
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$9K ﹤0.01%
1,213
-22,076
-95% -$164K
ONCR
3418
DELISTED
Oncorus, Inc.
ONCR
$9K ﹤0.01%
670
APTX
3419
DELISTED
Aptinyx Inc. Common Stock
APTX
$9K ﹤0.01%
3,156
BIOR
3420
DELISTED
Biora Therapeutics, Inc. Common Stock
BIOR
$9K ﹤0.01%
1,858
+1,456
+362% +$6.43K
ODT
3421
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
$9K ﹤0.01%
2,810
+167
+6% +$535
AUBN icon
3422
Auburn National Bancorp
AUBN
$95.5M
$8K ﹤0.01%
206
CSBR icon
3423
Champions Oncology
CSBR
$95.8M
$8K ﹤0.01%
690
-129
-16% -$1.5K
ELMD icon
3424
Electromed
ELMD
$198M
$8K ﹤0.01%
792
-69
-8% -$697
ELVN icon
3425
Enliven Therapeutics
ELVN
$1.24B
$8K ﹤0.01%
976
+120
+14% +$984