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
+9.03%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$299B
AUM Growth
+$299B
Cap. Flow
+$10.9B
Cap. Flow %
3.65%
Top 10 Hldgs %
21%
Holding
3,799
New
281
Increased
1,365
Reduced
1,583
Closed
325

Sector Composition

1 Technology 24.32%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DFH icon
3726
Dream Finders Homes
DFH
$2.58B
-23,000 Closed -$556K
DHX icon
3727
DHI Group
DHX
$132M
-4,309 Closed -$14K
DSX icon
3728
Diana Shipping
DSX
$190M
-631 Closed -$2K
DYAI icon
3729
Dyadic International
DYAI
$33.3M
-2,295 Closed -$13K
EARN
3730
Ellington Residential Mortgage REIT
EARN
$214M
-796 Closed -$10K
EBMT icon
3731
Eagle Bancorp Montana
EBMT
$139M
-556 Closed -$14K
ELA icon
3732
Envela
ELA
$194M
-1,160 Closed -$6K
ELMD icon
3733
Electromed
ELMD
$206M
-792 Closed -$8K
ELVN icon
3734
Enliven Therapeutics
ELVN
$1.2B
-976 Closed -$8K
EML icon
3735
Eastern Company
EML
$145M
-479 Closed -$13K
EPM icon
3736
Evolution Petroleum
EPM
$177M
-2,390 Closed -$8K
ESQ icon
3737
Esquire Financial Holdings
ESQ
$838M
-664 Closed -$15K
ESSA
3738
DELISTED
ESSA Bancorp
ESSA
-835 Closed -$13K
ETON icon
3739
Eton Pharmaceutcials
ETON
$464M
-1,838 Closed -$13K
FARM icon
3740
Farmer Brothers
FARM
$43.1M
-1,423 Closed -$15K
FBIZ icon
3741
First Business Financial Services
FBIZ
$435M
-722 Closed -$18K
FCAP icon
3742
First Capital
FCAP
$138M
-288 Closed -$14K
FCCO icon
3743
First Community Corp
FCCO
$210M
-633 Closed -$13K
FENC icon
3744
Fennec Pharmaceuticals
FENC
$247M
-2,473 Closed -$15K
FGBI icon
3745
First Guaranty Bancshares
FGBI
$127M
-306 Closed -$5K
FMAO icon
3746
Farmers & Merchants Bancorp
FMAO
$363M
-895 Closed -$23K
FNWB icon
3747
First Northwest Bancorp
FNWB
$66.2M
-796 Closed -$13K
FONR icon
3748
Fonar
FONR
$101M
-556 Closed -$10K
FRAF icon
3749
Franklin Financial Services
FRAF
$209M
-366 Closed -$11K
FSFG icon
3750
First Savings Financial Group
FSFG
$191M
-165 Closed -$11K