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
-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
+$283B
Cap. Flow
+$14.3B
Cap. Flow %
5.06%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,981
Reduced
1,149
Closed
277

Top Buys

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AAPL
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3
FTNT icon
Fortinet
FTNT
$298M
4
CVX icon
Chevron
CVX
$275M
5
XOM icon
Exxon Mobil
XOM
$268M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CLPT icon
3701
ClearPoint Neuro
CLPT
$298M
-1,991
Closed -$21K
CPS icon
3702
Cooper-Standard Automotive
CPS
$649M
-1,371
Closed -$12K
CRDF icon
3703
Cardiff Oncology
CRDF
$140M
-2,886
Closed -$7K
CRIS icon
3704
Curis
CRIS
$20.9M
-25,515
Closed -$61K
CRMD icon
3705
CorMedix
CRMD
$1.11B
-3,200
Closed -$18K
CTMX icon
3706
CytomX Therapeutics
CTMX
$336M
-8,372
Closed -$23K
CTXR icon
3707
Citius Pharmaceuticals
CTXR
$22.6M
-9,064
Closed -$16K
CURI icon
3708
CuriosityStream
CURI
$265M
-25,684
Closed -$74K
CVGI icon
3709
Commercial Vehicle Group
CVGI
$65.1M
-2,860
Closed -$24K
CVRX icon
3710
CVRx
CVRX
$205M
-806
Closed -$5K
DAKT icon
3711
Daktronics
DAKT
$852M
-2,891
Closed -$11K
DRIO icon
3712
DarioHealth
DRIO
$22.8M
-1,076
Closed -$6K
EEX icon
3713
Emerald Holding
EEX
$1.02B
-2,076
Closed -$7K
ELTX icon
3714
Elicio Therapeutics
ELTX
$172M
-2,265
Closed -$5K
EOSE icon
3715
Eos Energy Enterprises
EOSE
$1.95B
-3,101,723
Closed -$13M
EPIX icon
3716
ESSA Pharma
EPIX
$11.3M
-6,124
Closed -$38K
ERNA icon
3717
Eterna Therapeutics
ERNA
$9.79M
-3,009
Closed -$6K
ESCA icon
3718
Escalade
ESCA
$174M
-889
Closed -$12K
ETNB icon
3719
89bio
ETNB
$1.34B
-820
Closed -$3K
EVI icon
3720
EVI Industries
EVI
$354M
-569
Closed -$11K
FBRX icon
3721
Forte Biosciences
FBRX
$137M
-1,194
Closed -$2K
FDBC icon
3722
Fidelity D&D Bancorp
FDBC
$252M
-301
Closed -$14K
FLXS icon
3723
Flexsteel Industries
FLXS
$245M
-528
Closed -$10K
FORA icon
3724
Forian
FORA
$61.3M
-2,670
Closed -$18K
FSBW icon
3725
FS Bancorp
FSBW
$324M
-570
Closed -$18K