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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HWKN icon
1901
Hawkins
HWKN
$3.62B
$815K ﹤0.01%
35,110
+3,674
+12% +$85.3K
OPB
1902
DELISTED
Opus Bank Common Stock
OPB
$812K ﹤0.01%
33,583
+4,061
+14% +$98.2K
BKS
1903
DELISTED
Barnes & Noble
BKS
$812K ﹤0.01%
106,969
+6,617
+7% +$50.2K
OXSQ icon
1904
Oxford Square Capital
OXSQ
$170M
$811K ﹤0.01%
127,827
+7,699
+6% +$48.8K
HUBS icon
1905
HubSpot
HUBS
$25.9B
$808K ﹤0.01%
12,328
+2,687
+28% +$176K
OFG icon
1906
OFG Bancorp
OFG
$1.95B
$808K ﹤0.01%
80,907
+8,987
+12% +$89.8K
NVRO
1907
DELISTED
NEVRO CORP.
NVRO
$806K ﹤0.01%
10,787
+2,650
+33% +$198K
XOXO
1908
DELISTED
Xo Group Inc
XOXO
$800K ﹤0.01%
45,441
+3,702
+9% +$65.2K
NMRX
1909
DELISTED
Numerex Corp
NMRX
$798K ﹤0.01%
161,911
+159,893
+7,923% +$788K
OPK icon
1910
Opko Health
OPK
$1.11B
$793K ﹤0.01%
120,518
+8,845
+8% +$58.2K
OSPN icon
1911
OneSpan
OSPN
$588M
$793K ﹤0.01%
55,321
+4,735
+9% +$67.9K
RP
1912
DELISTED
RealPage, Inc.
RP
$786K ﹤0.01%
21,858
+841
+4% +$30.2K
RGP icon
1913
Resources Connection
RGP
$172M
$783K ﹤0.01%
57,174
+4,451
+8% +$61K
CHH icon
1914
Choice Hotels
CHH
$5.22B
$782K ﹤0.01%
12,168
+136
+1% +$8.74K
FRAN
1915
DELISTED
Francesca's Holdings Corporation
FRAN
$782K ﹤0.01%
5,946
+354
+6% +$46.6K
IVC
1916
DELISTED
Invacare Corporation
IVC
$779K ﹤0.01%
59,008
+6,391
+12% +$84.4K
GCP
1917
DELISTED
GCP Applied Technologies Inc.
GCP
$776K ﹤0.01%
25,493
+309
+1% +$9.41K
ABCO
1918
DELISTED
Advisory Board Co/The
ABCO
$776K ﹤0.01%
15,102
+49
+0.3% +$2.52K
CYS
1919
DELISTED
CYS Investments Inc.
CYS
$774K ﹤0.01%
91,995
+15,074
+20% +$127K
BNED icon
1920
Barnes & Noble Education
BNED
$277M
$768K ﹤0.01%
722
+66
+10% +$70.2K
CPE
1921
DELISTED
Callon Petroleum Company
CPE
$768K ﹤0.01%
7,271
+454
+7% +$48K
LMOS
1922
DELISTED
Lumos Networks Corp
LMOS
$767K ﹤0.01%
42,910
+5,246
+14% +$93.8K
TWOU
1923
DELISTED
2U, Inc.
TWOU
$764K ﹤0.01%
542
+156
+40% +$220K
HLIT icon
1924
Harmonic Inc
HLIT
$1.13B
$757K ﹤0.01%
144,169
+11,942
+9% +$62.7K
HSII icon
1925
Heidrick & Struggles
HSII
$1.03B
$755K ﹤0.01%
34,684
+3,880
+13% +$84.5K