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
+23.29%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$207B
AUM Growth
+$207B
Cap. Flow
+$2.43B
Cap. Flow %
1.18%
Top 10 Hldgs %
21.17%
Holding
3,579
New
225
Increased
1,978
Reduced
815
Closed
176

Sector Composition

1 Technology 22.88%
2 Healthcare 13.29%
3 Financials 12.68%
4 Consumer Discretionary 11.36%
5 Communication Services 9.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FTK icon
3476
Flotek Industries
FTK
$359M
-7,459
Closed -$7K
GTE icon
3477
Gran Tierra Energy
GTE
$146M
-15,373
Closed -$4K
HNRG icon
3478
Hallador Energy
HNRG
$716M
-3,720
Closed -$4K
INSE icon
3479
Inspired Entertainment
INSE
$244M
-982
Closed -$4K
JILL icon
3480
J. Jill
JILL
$258M
-2,851
Closed -$2K
KLXE icon
3481
KLX Energy Services
KLXE
$37.6M
-58,589
Closed -$41K
KNTK icon
3482
Kinetik
KNTK
$2.51B
-7,798
Closed -$5K
LCTX icon
3483
Lineage Cell Therapeutics
LCTX
$279M
-13,751
Closed -$11K
LEE icon
3484
Lee Enterprises
LEE
$26.9M
-7,904
Closed -$8K
LQD icon
3485
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
-339,674
Closed -$42M
LXU icon
3486
LSB Industries
LXU
$605M
-57,343
Closed -$120K
MCHX icon
3487
Marchex
MCHX
$87M
-4,010
Closed -$6K
METC icon
3488
Ramaco Resources Class A
METC
$1.59B
-1,400
Closed -$3K
MFIN icon
3489
Medallion Financial
MFIN
$244M
-2,621
Closed -$5K
MITT
3490
AG Mortgage Investment Trust
MITT
$238M
-7,698
Closed -$21K
NAAS
3491
NaaS Technology Inc
NAAS
$7.31M
-4,000
Closed -$16K
NCSM icon
3492
NCS Multistage Holdings
NCSM
$112M
-1,639
Closed -$1K
NGS icon
3493
Natural Gas Services Group
NGS
$332M
-2,857
Closed -$13K
NINE icon
3494
Nine Energy Service
NINE
$29.2M
-2,071
Closed -$2K
PBPB icon
3495
Potbelly
PBPB
$383M
-4,730
Closed -$15K
PHUN icon
3496
Phunware
PHUN
$51.1M
-6,733
Closed -$5K
PHX
3497
DELISTED
PHX Minerals
PHX
-2,439
Closed -$9K
PTN
3498
DELISTED
Palatin Technologies
PTN
-36,993
Closed -$16K
RDI icon
3499
Reading International Class A
RDI
$34.1M
-2,132
Closed -$8K
SD icon
3500
SandRidge Energy
SD
$445M
-3,300
Closed -$3K