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
AC
3426
DELISTED
Associated Capital Group
AC
$6K ﹤0.01%
163
JBIO
3427
Jade Biosciences, Inc. Common Stock
JBIO
$244M
$6K ﹤0.01%
12
-26
-68% -$13K
CUE icon
3428
Cue Biopharma
CUE
$59.7M
$6K ﹤0.01%
2,443
-21,503
-90% -$52.8K
HRTG icon
3429
Heritage Insurance Holdings
HRTG
$736M
$6K ﹤0.01%
2,212
-41
-2% -$111
LSEA
3430
DELISTED
Landsea Homes
LSEA
$6K ﹤0.01%
878
LVLU icon
3431
Lulu's Fashion Lounge
LVLU
$11.3M
$6K ﹤0.01%
36
OWLT icon
3432
Owlet
OWLT
$120M
$6K ﹤0.01%
+249
New +$6K
STIM icon
3433
Neuronetics
STIM
$223M
$6K ﹤0.01%
1,993
-581
-23% -$1.75K
ZEPP
3434
Zepp Health
ZEPP
$690M
$6K ﹤0.01%
800
NAGE
3435
Niagen Bioscience, Inc. Common Stock
NAGE
$754M
$6K ﹤0.01%
3,744
-1,134
-23% -$1.82K
SUNL
3436
DELISTED
Sunlight Financial Holdings, Inc.
SUNL
$6K ﹤0.01%
+102
New +$6K
PLM
3437
DELISTED
PolyMet Mining Corp.
PLM
$6K ﹤0.01%
2,289
-355
-13% -$931
BRDS
3438
DELISTED
Bird Global, Inc.
BRDS
$6K ﹤0.01%
+576
New +$6K
AKBA icon
3439
Akebia Therapeutics
AKBA
$830M
$5K ﹤0.01%
13,943
-103,276
-88% -$37K
CMPO icon
3440
CompoSecure
CMPO
$1.99B
$5K ﹤0.01%
+1,087
New +$5K
FBIO icon
3441
Fortress Biotech
FBIO
$107M
$5K ﹤0.01%
387
-144
-27% -$1.86K
FOA icon
3442
Finance of America Companies
FOA
$289M
$5K ﹤0.01%
316
+172
+119% +$2.72K
MKTW icon
3443
MarketWise
MKTW
$49.2M
$5K ﹤0.01%
+72
New +$5K
PAVM icon
3444
PAVmed
PAVM
$9.41M
$5K ﹤0.01%
383
-116
-23% -$1.51K
RDW icon
3445
Redwire
RDW
$1.21B
$5K ﹤0.01%
+1,623
New +$5K
SOND icon
3446
Sonder
SOND
$22.4M
$5K ﹤0.01%
+242
New +$5K
TKNO icon
3447
Alpha Teknova
TKNO
$233M
$5K ﹤0.01%
557
-96
-15% -$862
TRVN
3448
DELISTED
Trevena, Inc.
TRVN
$5K ﹤0.01%
21
-2
-9% -$476
KLR
3449
DELISTED
Kaleyra, Inc.
KLR
$5K ﹤0.01%
+709
New +$5K
SEEL
3450
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
$5K ﹤0.01%
2
-1
-33% -$2.5K