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
+9.13%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$307B
AUM Growth
+$27.8B
Cap. Flow
+$7.47B
Cap. Flow %
2.43%
Top 10 Hldgs %
25.83%
Holding
3,624
New
248
Increased
1,958
Reduced
995
Closed
217

Sector Composition

1 Technology 28.76%
2 Healthcare 13.34%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
JNCE
3476
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
-3,523
Closed -$6.52K
MAXR
3477
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
-79,825
Closed -$4.08M
BBBY
3478
DELISTED
Bed Bath & Beyond Inc
BBBY
-12,428
Closed -$5.31K
FRC
3479
DELISTED
First Republic Bank
FRC
-1,016,011
Closed -$14.2M
OSH
3480
DELISTED
Oak Street Health, Inc.
OSH
-103,923
Closed -$4.02M
PRVB
3481
DELISTED
Provention Bio, Inc. Common Stock
PRVB
-39,941
Closed -$963K
CSII
3482
DELISTED
Cardiovascular Systems, Inc.
CSII
-100,305
Closed -$1.99M
ML
3483
DELISTED
MoneyLion Inc.
ML
-407
Closed -$6.92K
TIG
3484
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
-1,901
Closed -$11.6K
ATCX
3485
DELISTED
Atlas Technical Consultants, Inc. Class A Common Stock
ATCX
-2,191
Closed -$26.7K
PEAR
3486
DELISTED
Pear Therapeutics, Inc. Class A Common Stock
PEAR
-7,198
Closed -$1.84K
GLS
3487
DELISTED
Gelesis Holdings, Inc.
GLS
-1,429
Closed -$232
BOXD
3488
DELISTED
Boxed, Inc.
BOXD
-5,563
Closed -$1.06K
PLM.RT
3489
DELISTED
PolyMet Mining Corp Rights (expiring April 4, 2023)
PLM.RT
-2,289
Closed -$5
SJR
3490
DELISTED
Shaw Communications Inc.
SJR
-2,249,500
Closed -$67.2M
AUY
3491
DELISTED
Yamana Gold, Inc.
AUY
-1,448,966
Closed -$8.44M
ATIP
3492
DELISTED
ATI Physical Therapy, Inc.
ATIP
-126
Closed -$1.62K
PFSW
3493
DELISTED
PFSweb, Inc.
PFSW
-1,377
Closed -$5.84K
HSKA
3494
DELISTED
Heska Corp
HSKA
-25,528
Closed -$2.49M
ABCL icon
3495
AbCellera Biologics
ABCL
$1.26B
-27,044
Closed -$204K
ABSI icon
3496
Absci
ABSI
$368M
-4,473
Closed -$7.87K
AC icon
3497
Associated Capital Group
AC
$652M
-163
Closed -$6.06K
ACB
3498
Aurora Cannabis
ACB
$276M
-4,790
Closed -$33.3K
AFMD
3499
DELISTED
Affimed
AFMD
-1,749
Closed -$13K
AHT
3500
Ashford Hospitality Trust
AHT
$37.7M
-344
Closed -$11K