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
+6.08%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$118B
AUM Growth
+$10.6B
Cap. Flow
+$5.18B
Cap. Flow %
4.4%
Top 10 Hldgs %
15.53%
Holding
3,325
New
37
Increased
1,950
Reduced
1,032
Closed
59

Sector Composition

1 Financials 16.7%
2 Technology 14.75%
3 Healthcare 12.91%
4 Communication Services 9.31%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IPHI
1926
DELISTED
INPHI CORPORATION
IPHI
$698K ﹤0.01%
14,316
-181
-1% -$8.83K
HEI.A icon
1927
HEICO Class A
HEI.A
$34.9B
$696K ﹤0.01%
18,102
+6,612
+58% +$254K
BOKF icon
1928
BOK Financial
BOKF
$7.06B
$681K ﹤0.01%
8,690
+5,606
+182% +$439K
OSPN icon
1929
OneSpan
OSPN
$588M
$681K ﹤0.01%
50,586
-583
-1% -$7.85K
ICON
1930
DELISTED
Iconix Brand Group, Inc.
ICON
$671K ﹤0.01%
8,925
-35
-0.4% -$2.63K
BKMU
1931
DELISTED
Bank Mutual Corp
BKMU
$671K ﹤0.01%
71,415
+1,696
+2% +$15.9K
PETS icon
1932
PetMed Express
PETS
$57.8M
$670K ﹤0.01%
33,266
-43
-0.1% -$866
HL icon
1933
Hecla Mining
HL
$7.51B
$669K ﹤0.01%
127,354
-1,837
-1% -$9.65K
VGR
1934
DELISTED
Vector Group Ltd.
VGR
$668K ﹤0.01%
52,426
+4,030
+8% +$51.3K
LMOS
1935
DELISTED
Lumos Networks Corp
LMOS
$667K ﹤0.01%
37,664
-509
-1% -$9.01K
SFE
1936
DELISTED
Safeguard Scientifics, Inc.
SFE
$661K ﹤0.01%
52,096
+2,847
+6% +$36.1K
KW icon
1937
Kennedy-Wilson Holdings
KW
$1.24B
$659K ﹤0.01%
29,842
-521
-2% -$11.5K
EGBN icon
1938
Eagle Bancorp
EGBN
$615M
$656K ﹤0.01%
10,980
-143
-1% -$8.54K
NXTM
1939
DELISTED
NxStage Medical Inc.
NXTM
$656K ﹤0.01%
24,493
-286
-1% -$7.66K
FORR icon
1940
Forrester Research
FORR
$195M
$653K ﹤0.01%
16,445
-85
-0.5% -$3.38K
GAIN icon
1941
Gladstone Investment Corp
GAIN
$544M
$651K ﹤0.01%
71,843
+6,884
+11% +$62.4K
LC icon
1942
LendingClub
LC
$1.91B
$649K ﹤0.01%
23,674
+3,153
+15% +$86.4K
PRAH
1943
DELISTED
PRA Health Sciences, Inc.
PRAH
$649K ﹤0.01%
9,943
+663
+7% +$43.3K
GDDY icon
1944
GoDaddy
GDDY
$20.1B
$647K ﹤0.01%
17,073
+11,894
+230% +$451K
PSMT icon
1945
Pricesmart
PSMT
$3.52B
$646K ﹤0.01%
6,989
-145
-2% -$13.4K
HCI icon
1946
HCI Group
HCI
$2.34B
$644K ﹤0.01%
14,147
+221
+2% +$10.1K
EZPW icon
1947
Ezcorp Inc
EZPW
$1.04B
$643K ﹤0.01%
79,057
-184
-0.2% -$1.5K
ANIP icon
1948
ANI Pharmaceuticals
ANIP
$2.12B
$642K ﹤0.01%
12,963
-33
-0.3% -$1.63K
SPOK icon
1949
Spok Holdings
SPOK
$360M
$641K ﹤0.01%
33,756
-217
-0.6% -$4.12K
CACC icon
1950
Credit Acceptance
CACC
$5.33B
$639K ﹤0.01%
3,205
+2,356
+278% +$470K