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
-0.59%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$131B
AUM Growth
-$7.14B
Cap. Flow
-$4.79B
Cap. Flow %
-3.66%
Top 10 Hldgs %
15.56%
Holding
3,334
New
51
Increased
1,273
Reduced
1,618
Closed
54

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CHUBK
2201
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
$341K ﹤0.01%
15,173
+6,818
+82% +$153K
NNI icon
2202
Nelnet
NNI
$4.46B
$340K ﹤0.01%
6,501
-1,054
-14% -$55.1K
BELFB
2203
Bel Fuse Class B
BELFB
$1.79B
$338K ﹤0.01%
17,895
-231
-1% -$4.36K
TARO
2204
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$338K ﹤0.01%
3,421
+81
+2% +$8K
ACIA
2205
DELISTED
Acacia Communications, Inc. Common Stock
ACIA
$336K ﹤0.01%
8,732
+2,164
+33% +$83.3K
AVX
2206
DELISTED
AVX Corporation
AVX
$336K ﹤0.01%
20,293
-2,185
-10% -$36.2K
HY icon
2207
Hyster-Yale Materials Handling
HY
$634M
$335K ﹤0.01%
4,803
+1,243
+35% +$86.7K
GLOG
2208
DELISTED
GASLOG LTD
GLOG
$335K ﹤0.01%
20,355
-6,944
-25% -$114K
JAG
2209
DELISTED
Jagged Peak Energy Inc.
JAG
$333K ﹤0.01%
23,513
+9,869
+72% +$140K
AGYS icon
2210
Agilysys
AGYS
$2.97B
$332K ﹤0.01%
27,938
+1,019
+4% +$12.1K
ITCI
2211
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$327K ﹤0.01%
15,532
-3,058
-16% -$64.4K
ALDR
2212
DELISTED
Alder Biopharmaceuticals, Inc.
ALDR
$324K ﹤0.01%
25,547
+6,060
+31% +$76.9K
FRAN
2213
DELISTED
Francesca's Holdings Corporation
FRAN
$320K ﹤0.01%
5,456
-174
-3% -$10.2K
HMHC
2214
DELISTED
Houghton Mifflin Harcourt Company
HMHC
$318K ﹤0.01%
45,700
-6,265
-12% -$43.6K
LSCC icon
2215
Lattice Semiconductor
LSCC
$8.82B
$317K ﹤0.01%
56,811
+14,191
+33% +$79.2K
JOE icon
2216
St. Joe Company
JOE
$3.01B
$316K ﹤0.01%
16,755
-3,387
-17% -$63.9K
LQDT icon
2217
Liquidity Services
LQDT
$849M
$314K ﹤0.01%
47,979
+2,816
+6% +$18.4K
SAFE
2218
Safehold
SAFE
$1.18B
$312K ﹤0.01%
6,307
-824
-12% -$40.8K
WMS icon
2219
Advanced Drainage Systems
WMS
$11B
$312K ﹤0.01%
12,045
-2,094
-15% -$54.2K
SYBT icon
2220
Stock Yards Bancorp
SYBT
$2.27B
$310K ﹤0.01%
8,834
+872
+11% +$30.6K
TXMD icon
2221
TherapeuticsMD
TXMD
$12.8M
$310K ﹤0.01%
1,274
+83
+7% +$20.2K
PTCT icon
2222
PTC Therapeutics
PTCT
$4.85B
$309K ﹤0.01%
11,434
+1,481
+15% +$40K
FMX icon
2223
Fomento Económico Mexicano
FMX
$32B
$308K ﹤0.01%
3,364
MB
2224
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
$305K ﹤0.01%
7,818
-2,849
-27% -$111K
MMI icon
2225
Marcus & Millichap
MMI
$1.26B
$304K ﹤0.01%
8,431
+3,194
+61% +$115K