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
+3.99%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$378B
AUM Growth
-$2.18B
Cap. Flow
-$8.25B
Cap. Flow %
-2.18%
Top 10 Hldgs %
33.03%
Holding
3,439
New
34
Increased
1,418
Reduced
1,301
Closed
49

Top Sells

1
AAPL icon
Apple
AAPL
+$900M
2
NVDA icon
NVIDIA
NVDA
+$857M
3
AVGO icon
Broadcom
AVGO
+$355M
4
CSCO icon
Cisco
CSCO
+$312M
5
UNH icon
UnitedHealth
UNH
+$230M

Sector Composition

1 Technology 33.87%
2 Financials 13.19%
3 Consumer Discretionary 10.31%
4 Healthcare 10.02%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CSGS icon
1651
CSG Systems International
CSGS
$1.86B
$4.31M ﹤0.01%
84,293
+803
+1% +$41K
TGI
1652
DELISTED
Triumph Group
TGI
$4.28M ﹤0.01%
229,526
-6,498
-3% -$121K
ADEA icon
1653
Adeia
ADEA
$1.71B
$4.28M ﹤0.01%
306,253
+9,491
+3% +$133K
DAN icon
1654
Dana Inc
DAN
$2.76B
$4.26M ﹤0.01%
368,844
-2,731
-0.7% -$31.6K
NGD
1655
New Gold Inc
NGD
$5.16B
$4.26M ﹤0.01%
1,707,747
-258,644
-13% -$646K
ADNT icon
1656
Adient
ADNT
$1.95B
$4.24M ﹤0.01%
246,159
-3,508
-1% -$60.4K
HLIT icon
1657
Harmonic Inc
HLIT
$1.13B
$4.24M ﹤0.01%
320,491
-4,603
-1% -$60.9K
PEGA icon
1658
Pegasystems
PEGA
$9.93B
$4.23M ﹤0.01%
90,748
-84
-0.1% -$3.91K
NGVT icon
1659
Ingevity
NGVT
$2.12B
$4.23M ﹤0.01%
103,723
+3,325
+3% +$135K
MXL icon
1660
MaxLinear
MXL
$1.37B
$4.23M ﹤0.01%
213,619
-6,469
-3% -$128K
SAM icon
1661
Boston Beer
SAM
$2.36B
$4.22M ﹤0.01%
14,056
-93
-0.7% -$27.9K
VC icon
1662
Visteon
VC
$3.4B
$4.21M ﹤0.01%
47,422
+1,699
+4% +$151K
PLAB icon
1663
Photronics
PLAB
$1.33B
$4.2M ﹤0.01%
178,473
+1,618
+0.9% +$38.1K
HOPE icon
1664
Hope Bancorp
HOPE
$1.4B
$4.17M ﹤0.01%
339,560
+11,463
+3% +$141K
VECO icon
1665
Veeco
VECO
$1.52B
$4.16M ﹤0.01%
155,198
-63
-0% -$1.69K
RARE icon
1666
Ultragenyx Pharmaceutical
RARE
$2.92B
$4.15M ﹤0.01%
98,732
+5,896
+6% +$248K
ALGM icon
1667
Allegro MicroSystems
ALGM
$5.51B
$4.14M ﹤0.01%
189,403
-5,660
-3% -$124K
AORT icon
1668
Artivion
AORT
$1.92B
$4.13M ﹤0.01%
144,585
-3,674
-2% -$105K
STBA icon
1669
S&T Bancorp
STBA
$1.5B
$4.11M ﹤0.01%
107,552
-2,067
-2% -$79K
AI icon
1670
C3.ai
AI
$2.26B
$4.1M ﹤0.01%
119,144
+11,523
+11% +$397K
JOYY
1671
JOYY Inc. American Depositary Shares
JOYY
$3.21B
$4.1M ﹤0.01%
97,917
+4,609
+5% +$193K
GLAD icon
1672
Gladstone Capital
GLAD
$525M
$4.1M ﹤0.01%
144,014
-13,697
-9% -$390K
ROAD icon
1673
Construction Partners
ROAD
$7.02B
$4.09M ﹤0.01%
46,230
+1,720
+4% +$152K
NWPX icon
1674
NWPX Infrastructure, Inc. Common Stock
NWPX
$495M
$4.09M ﹤0.01%
84,709
-330
-0.4% -$15.9K
GO icon
1675
Grocery Outlet
GO
$1.74B
$4.08M ﹤0.01%
261,492
-8,580
-3% -$134K