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
SPWH icon
3551
Sportsman's Warehouse
SPWH
$103M
-3,263 Closed -$10.1K
TELA icon
3552
TELA Bio
TELA
$70.5M
-1,937 Closed -$11K
TSBX
3553
DELISTED
Turnstone Biologics
TSBX
-796 Closed -$2.11K
TSE icon
3554
Trinseo
TSE
$86.3M
-3,026 Closed -$11.4K
UONE icon
3555
Urban One Class A
UONE
$70.8M
-1,358 Closed -$3.67K
UONEK icon
3556
Urban One Class D
UONEK
$35.8M
-481 Closed -$981
VATE icon
3557
INNOVATE Corp
VATE
$72.1M
-4,379 Closed -$3.07K
VERI icon
3558
Veritone
VERI
$169M
-3,309 Closed -$17.4K
VIGL
3559
DELISTED
Vigil Neuroscience
VIGL
-1,554 Closed -$5.27K
VOR icon
3560
Vor Biopharma
VOR
$250M
-3,627 Closed -$8.6K
VUZI icon
3561
Vuzix
VUZI
$164M
-4,964 Closed -$6.01K
WKHS icon
3562
Workhorse Group
WKHS
$20.3M
-18,237 Closed -$4.28K
WW
3563
DELISTED
WW International
WW
-62,901 Closed -$116K
XAIR icon
3564
Beyond Air
XAIR
$11.6M
-3,008 Closed -$5.23K
XBI icon
3565
SPDR S&P Biotech ETF
XBI
$5.07B
-4,980 Closed -$473K
ZVIA icon
3566
Zevia
ZVIA
$210M
-2,745 Closed -$3.22K
TBRG icon
3567
TruBridge
TBRG
$300M
-1,230 Closed -$11.3K
LOGC
3568
DELISTED
ContextLogic
LOGC
-2,108 Closed -$12K
OKUR
3569
OnKure Therapeutics, Inc. Class A Common Stock
OKUR
$37.2M
-1,418 Closed -$2.35K
MAGN
3570
Magnera Corporation
MAGN
$441M
-3,344 Closed -$6.71K
KLRS
3571
Kalaris Therapeutics, Inc. Common Stock
KLRS
$76.3M
-4,029 Closed -$3.04K
WHWK
3572
Whitehawk Therapeutics, Inc. Common Stock
WHWK
$84.8M
-1,484 Closed -$3.47K
TVRD
3573
Tvardi Therapeutics, Inc. Common Stock
TVRD
$281M
-4,335 Closed -$3.95K
EVBN
3574
DELISTED
Evans Bancorp Inc
EVBN
-473 Closed -$14.1K
OCEA
3575
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
-829 Closed -$3.14K