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
+1.07%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$83.7B
AUM Growth
-$1.35B
Cap. Flow
-$1.41B
Cap. Flow %
-1.69%
Top 10 Hldgs %
15.6%
Holding
2,835
New
167
Increased
1,177
Reduced
645
Closed
47

Sector Composition

1 Financials 15.97%
2 Healthcare 13.86%
3 Technology 13.18%
4 Industrials 9.24%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MRCY icon
2051
Mercury Systems
MRCY
$4.3B
$99K ﹤0.01%
6,267
TURN
2052
180 Degree Capital
TURN
$46M
$99K ﹤0.01%
10,731
-44
-0.4% -$406
ISEE
2053
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
$99K ﹤0.01%
2,065
UBNK
2054
DELISTED
United Financial Bancorp, Inc.
UBNK
$99K ﹤0.01%
7,936
STBZ
2055
DELISTED
State Bank Financial Corporation. Common Stock
STBZ
$99K ﹤0.01%
4,744
SAAS
2056
DELISTED
inContact, Inc.
SAAS
$99K ﹤0.01%
9,114
COKE icon
2057
Coca-Cola Consolidated
COKE
$10.5B
$98K ﹤0.01%
8,630
MYRG icon
2058
MYR Group
MYRG
$2.77B
$98K ﹤0.01%
3,076
UFI icon
2059
UNIFI
UFI
$83M
$98K ﹤0.01%
2,736
ABCB icon
2060
Ameris Bancorp
ABCB
$5.07B
$97K ﹤0.01%
3,687
BCRX icon
2061
BioCryst Pharmaceuticals
BCRX
$1.68B
$97K ﹤0.01%
10,906
CTS icon
2062
CTS Corp
CTS
$1.22B
$97K ﹤0.01%
5,481
+481
+10% +$8.51K
MELI icon
2063
Mercado Libre
MELI
$119B
$97K ﹤0.01%
+794
New +$97K
DPLO
2064
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
$97K ﹤0.01%
2,801
+2,284
+442% +$79.1K
CVT
2065
DELISTED
CVENT, INC.
CVT
$97K ﹤0.01%
3,497
RVBD
2066
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
$97K ﹤0.01%
+4,643
New +$97K
CASS icon
2067
Cass Information Systems
CASS
$562M
$96K ﹤0.01%
2,273
IPGP icon
2068
IPG Photonics
IPGP
$3.44B
$96K ﹤0.01%
+1,037
New +$96K
QUAD icon
2069
Quad
QUAD
$327M
$96K ﹤0.01%
4,160
UFCS icon
2070
United Fire Group
UFCS
$792M
$96K ﹤0.01%
3,066
UHAL icon
2071
U-Haul Holding Co
UHAL
$10.8B
$96K ﹤0.01%
+2,910
New +$96K
USPH icon
2072
US Physical Therapy
USPH
$1.23B
$96K ﹤0.01%
2,047
NCI
2073
DELISTED
Navigant Consulting, Inc.
NCI
$96K ﹤0.01%
7,206
GIMO
2074
DELISTED
Gigamon Inc.
GIMO
$96K ﹤0.01%
4,548
AXDX
2075
DELISTED
Accelerate Diagnostics
AXDX
$95K ﹤0.01%
418