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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IMMU
1951
DELISTED
Immunomedics Inc
IMMU
$1.01M ﹤0.01%
48,707
+1,082
+2% +$22.5K
FSB
1952
DELISTED
Franklin Financial Network, Inc.
FSB
$1.01M ﹤0.01%
25,991
+1,831
+8% +$71.4K
ACIC icon
1953
American Coastal Insurance
ACIC
$538M
$1.01M ﹤0.01%
45,402
+5,625
+14% +$125K
FF icon
1954
Future Fuel
FF
$169M
$1M ﹤0.01%
54,642
+4,764
+10% +$87.3K
NTB icon
1955
Bank of N.T. Butterfield & Son
NTB
$1.89B
$1M ﹤0.01%
19,291
RUSHA icon
1956
Rush Enterprises Class A
RUSHA
$4.33B
$1M ﹤0.01%
57,206
+2,119
+4% +$37K
HALO icon
1957
Halozyme
HALO
$8.99B
$999K ﹤0.01%
54,981
+12,044
+28% +$219K
ANIP icon
1958
ANI Pharmaceuticals
ANIP
$2.12B
$998K ﹤0.01%
17,712
-164
-0.9% -$9.24K
VRTV
1959
DELISTED
VERITIV CORPORATION
VRTV
$997K ﹤0.01%
27,360
-5,248
-16% -$191K
LEXEA
1960
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
$996K ﹤0.01%
21,168
+1,436
+7% +$67.6K
FCRD
1961
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
$994K ﹤0.01%
123,080
EHTH icon
1962
eHealth
EHTH
$122M
$979K ﹤0.01%
34,630
+1,624
+5% +$45.9K
ENV
1963
DELISTED
ENVESTNET, INC.
ENV
$977K ﹤0.01%
16,030
-191
-1% -$11.6K
CSFL
1964
DELISTED
CenterState Bank Corporation Common Stock
CSFL
$975K ﹤0.01%
34,760
+21,717
+167% +$609K
DBD
1965
DELISTED
Diebold Nixdorf Incorporated
DBD
$973K ﹤0.01%
213,407
+15,713
+8% +$71.6K
MAXR
1966
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
$969K ﹤0.01%
29,409
-503
-2% -$16.6K
GLAD icon
1967
Gladstone Capital
GLAD
$525M
$958K ﹤0.01%
50,373
WIX icon
1968
WIX.com
WIX
$9.56B
$955K ﹤0.01%
7,982
+84
+1% +$10.1K
P
1969
DELISTED
Pandora Media Inc
P
$955K ﹤0.01%
100,448
+17,026
+20% +$162K
CARG icon
1970
CarGurus
CARG
$3.58B
$950K ﹤0.01%
17,067
-17,832
-51% -$993K
HAYN
1971
DELISTED
Haynes International, Inc.
HAYN
$944K ﹤0.01%
26,603
+2,332
+10% +$82.8K
FIVN icon
1972
FIVE9
FIVN
$2B
$941K ﹤0.01%
21,532
+12,647
+142% +$553K
MPAA icon
1973
Motorcar Parts of America
MPAA
$305M
$941K ﹤0.01%
39,992
+2,715
+7% +$63.9K
CUTR
1974
DELISTED
Cutera, Inc.
CUTR
$938K ﹤0.01%
29,025
+2,375
+9% +$76.8K
CHUY
1975
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$938K ﹤0.01%
35,999
+2,999
+9% +$78.1K