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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TRS icon
2126
TriMas Corp
TRS
$1.59B
$549K ﹤0.01%
17,736
HRTX icon
2127
Heron Therapeutics
HRTX
$193M
$543K ﹤0.01%
29,184
+1,332
+5% +$24.8K
LOCO icon
2128
El Pollo Loco
LOCO
$304M
$541K ﹤0.01%
50,694
-2,133
-4% -$22.8K
CDR
2129
DELISTED
Cedar Realty Trust, Inc
CDR
$541K ﹤0.01%
30,949
CADE
2130
DELISTED
Cadence Bancorporation
CADE
$537K ﹤0.01%
25,813
+1,328
+5% +$27.6K
DNLI icon
2131
Denali Therapeutics
DNLI
$2.07B
$536K ﹤0.01%
25,798
+490
+2% +$10.2K
ASRT icon
2132
Assertio
ASRT
$78.3M
$532K ﹤0.01%
38,574
+1,291
+3% +$17.8K
EXPR
2133
DELISTED
Express, Inc.
EXPR
$529K ﹤0.01%
9,690
-2,412
-20% -$132K
MRTX
2134
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$525K ﹤0.01%
5,093
+1,004
+25% +$103K
ALLO icon
2135
Allogene Therapeutics
ALLO
$251M
$522K ﹤0.01%
19,447
-82,583
-81% -$2.22M
CWEN icon
2136
Clearway Energy Class C
CWEN
$3.39B
$519K ﹤0.01%
30,743
+474
+2% +$8K
I
2137
DELISTED
INTELSAT S. A.
I
$519K ﹤0.01%
26,688
+2,310
+9% +$44.9K
EDIT icon
2138
Editas Medicine
EDIT
$242M
$518K ﹤0.01%
20,915
+2,510
+14% +$62.2K
GOLF icon
2139
Acushnet Holdings
GOLF
$4.38B
$514K ﹤0.01%
19,583
+457
+2% +$12K
SFL icon
2140
SFL Corp
SFL
$1.06B
$510K ﹤0.01%
40,752
PSMT icon
2141
Pricesmart
PSMT
$3.52B
$508K ﹤0.01%
9,934
HURN icon
2142
Huron Consulting
HURN
$2.44B
$507K ﹤0.01%
10,063
+208
+2% +$10.5K
TERP
2143
DELISTED
TerraForm Power, Inc
TERP
$507K ﹤0.01%
35,458
KRNY icon
2144
Kearny Financial
KRNY
$412M
$500K ﹤0.01%
37,601
LC icon
2145
LendingClub
LC
$1.91B
$499K ﹤0.01%
30,451
+1,647
+6% +$27K
KNL
2146
DELISTED
Knoll, Inc.
KNL
$490K ﹤0.01%
21,319
+1,361
+7% +$31.3K
CISN
2147
DELISTED
Cision Ltd. Ordinary Share
CISN
$489K ﹤0.01%
41,692
+7,489
+22% +$87.8K
PS
2148
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
$487K ﹤0.01%
16,034
+1,656
+12% +$50.3K
AHT
2149
Ashford Hospitality Trust
AHT
$38.1M
$480K ﹤0.01%
164
-114
-41% -$334K
TTI icon
2150
TETRA Technologies
TTI
$630M
$480K ﹤0.01%
294,065