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
ACET
2101
DELISTED
Aceto Corp
ACET
$91K ﹤0.01%
4,105
ACTA
2102
DELISTED
Actua Corporation
ACTA
$91K ﹤0.01%
6,065
RLYP
2103
DELISTED
RELYPSA INC COM
RLYP
$91K ﹤0.01%
2,562
RLD
2104
DELISTED
REALD INC COM STK
RLD
$91K ﹤0.01%
7,410
ACTG icon
2105
Acacia Research
ACTG
$304M
$90K ﹤0.01%
8,616
+1,478
+21% +$15.4K
ANIK icon
2106
Anika Therapeutics
ANIK
$121M
$90K ﹤0.01%
2,186
IPI icon
2107
Intrepid Potash
IPI
$392M
$90K ﹤0.01%
774
MTRX icon
2108
Matrix Service
MTRX
$339M
$90K ﹤0.01%
5,169
+1,239
+32% +$21.6K
TXMD icon
2109
TherapeuticsMD
TXMD
$12.7M
$90K ﹤0.01%
296
WRLD icon
2110
World Acceptance Corp
WRLD
$904M
$90K ﹤0.01%
1,203
BFX
2111
DELISTED
BowFlex Inc.
BFX
$90K ﹤0.01%
5,912
IVC
2112
DELISTED
Invacare Corporation
IVC
$90K ﹤0.01%
4,736
LMNX
2113
DELISTED
Luminex Corp
LMNX
$90K ﹤0.01%
5,608
ENT
2114
DELISTED
Global Eagle Entertainment Inc.
ENT
$90K ﹤0.01%
272
-39
-13% -$12.9K
GHDX
2115
DELISTED
Genomic Health, Inc.
GHDX
$90K ﹤0.01%
2,932
CALD
2116
DELISTED
Callidus Software, Inc.
CALD
$90K ﹤0.01%
6,924
UTEK
2117
DELISTED
Ultratech Inc.
UTEK
$90K ﹤0.01%
5,043
+1,040
+26% +$18.6K
FNBC
2118
DELISTED
First NBC Bank Holding Company
FNBC
$90K ﹤0.01%
2,722
MNR
2119
DELISTED
Monmouth Real Estate Investment Corp
MNR
$90K ﹤0.01%
8,095
CTBI icon
2120
Community Trust Bancorp
CTBI
$1.04B
$89K ﹤0.01%
2,691
GOOD
2121
Gladstone Commercial Corp
GOOD
$598M
$89K ﹤0.01%
4,781
+1,796
+60% +$33.4K
IPAR icon
2122
Interparfums
IPAR
$3.47B
$89K ﹤0.01%
2,694
KFRC icon
2123
Kforce
KFRC
$550M
$89K ﹤0.01%
4,016
PAHC icon
2124
Phibro Animal Health
PAHC
$1.67B
$89K ﹤0.01%
+2,511
New +$89K
GBL
2125
DELISTED
GAMCO Investors, Inc.
GBL
$89K ﹤0.01%
2,111
+391
+23% +$16.5K