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
+4.85%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$133B
AUM Growth
+$9.19B
Cap. Flow
+$3.94B
Cap. Flow %
2.96%
Top 10 Hldgs %
15.39%
Holding
3,394
New
41
Increased
2,480
Reduced
322
Closed
89

Sector Composition

1 Financials 16.93%
2 Technology 15.14%
3 Healthcare 13.23%
4 Industrials 9.39%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EXTR icon
2176
Extreme Networks
EXTR
$2.95B
$345K ﹤0.01%
28,907
+2,424
+9% +$28.9K
FFG
2177
DELISTED
FBL Financial Group
FFG
$343K ﹤0.01%
4,621
+204
+5% +$15.1K
FFIC icon
2178
Flushing Financial
FFIC
$476M
$341K ﹤0.01%
11,450
+1,004
+10% +$29.9K
FHB icon
2179
First Hawaiian
FHB
$3.19B
$340K ﹤0.01%
11,233
HLIO icon
2180
Helios Technologies
HLIO
$1.8B
$339K ﹤0.01%
6,268
+504
+9% +$27.3K
PVG
2181
DELISTED
PRETIUM RESOURCES INC.
PVG
$339K ﹤0.01%
36,690
+13,600
+59% +$126K
OR icon
2182
OR Royalties Inc.
OR
$6.76B
$337K ﹤0.01%
26,152
+13,173
+101% +$170K
SRCE icon
2183
1st Source
SRCE
$1.55B
$337K ﹤0.01%
6,621
+2,755
+71% +$140K
ACIA
2184
DELISTED
Acacia Communications, Inc. Common Stock
ACIA
$336K ﹤0.01%
7,130
+627
+10% +$29.5K
CYBR icon
2185
CyberArk
CYBR
$23.5B
$333K ﹤0.01%
8,113
+2,900
+56% +$119K
TBHC
2186
The Brand House Collective, Inc. Common Stock
TBHC
$53.2M
$332K ﹤0.01%
29,041
+2,333
+9% +$26.7K
MC icon
2187
Moelis & Co
MC
$5.54B
$330K ﹤0.01%
7,662
+1,235
+19% +$53.2K
FIVN icon
2188
FIVE9
FIVN
$2B
$327K ﹤0.01%
13,791
+519
+4% +$12.3K
HTLF
2189
DELISTED
Heartland Financial USA, Inc.
HTLF
$327K ﹤0.01%
6,593
+616
+10% +$30.6K
CIGI icon
2190
Colliers International
CIGI
$8.48B
$326K ﹤0.01%
6,587
+2,000
+44% +$99K
ORN icon
2191
Orion Group Holdings
ORN
$299M
$325K ﹤0.01%
49,676
SFL icon
2192
SFL Corp
SFL
$1.06B
$325K ﹤0.01%
22,412
+5,205
+30% +$75.5K
TXMD icon
2193
TherapeuticsMD
TXMD
$12.8M
$324K ﹤0.01%
1,234
+109
+10% +$28.6K
CPK icon
2194
Chesapeake Utilities
CPK
$2.95B
$323K ﹤0.01%
4,124
+259
+7% +$20.3K
AGI icon
2195
Alamos Gold
AGI
$13.9B
$322K ﹤0.01%
47,765
+6,500
+16% +$43.8K
FMX icon
2196
Fomento Económico Mexicano
FMX
$32B
$321K ﹤0.01%
3,364
FORM icon
2197
FormFactor
FORM
$2.32B
$321K ﹤0.01%
19,164
+2,096
+12% +$35.1K
SGMO icon
2198
Sangamo Therapeutics
SGMO
$152M
$321K ﹤0.01%
21,677
+2,903
+15% +$43K
FSV icon
2199
FirstService
FSV
$9.31B
$320K ﹤0.01%
4,887
+1,400
+40% +$91.7K
CBZ icon
2200
CBIZ
CBZ
$3.01B
$318K ﹤0.01%
19,503
+1,143
+6% +$18.6K