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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TNDM icon
2226
Tandem Diabetes Care
TNDM
$829M
$327K ﹤0.01%
7,629
+971
+15% +$41.6K
STAA icon
2227
STAAR Surgical
STAA
$1.37B
$324K ﹤0.01%
6,759
+6
+0.1% +$288
BSMX
2228
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$323K ﹤0.01%
41,544
-40,423
-49% -$314K
ATCO
2229
DELISTED
Atlas Corp.
ATCO
$320K ﹤0.01%
38,411
+26,475
+222% +$221K
ITCI
2230
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$319K ﹤0.01%
14,670
KOPN icon
2231
Kopin
KOPN
$412M
$317K ﹤0.01%
131,587
+10,961
+9% +$26.4K
MMYT icon
2232
MakeMyTrip
MMYT
$9.31B
$316K ﹤0.01%
11,506
QHC
2233
DELISTED
Quorum Health Corporation
QHC
$315K ﹤0.01%
53,628
-3,650
-6% -$21.4K
OR icon
2234
OR Royalties Inc.
OR
$6.76B
$314K ﹤0.01%
41,385
CNS icon
2235
Cohen & Steers
CNS
$3.65B
$313K ﹤0.01%
7,721
-318
-4% -$12.9K
ESPR icon
2236
Esperion Therapeutics
ESPR
$573M
$313K ﹤0.01%
7,066
VSI
2237
DELISTED
Vitamin Shoppe Inc.
VSI
$312K ﹤0.01%
30,857
-12,035
-28% -$122K
RMR icon
2238
The RMR Group
RMR
$288M
$307K ﹤0.01%
3,315
+88
+3% +$8.15K
CADE
2239
DELISTED
Cadence Bancorporation
CADE
$306K ﹤0.01%
11,701
+4,176
+55% +$109K
HMHC
2240
DELISTED
Houghton Mifflin Harcourt Company
HMHC
$305K ﹤0.01%
43,528
+1,074
+3% +$7.53K
LXFT
2241
DELISTED
Luxoft Holding, Inc.
LXFT
$304K ﹤0.01%
6,426
AGRO icon
2242
Adecoagro
AGRO
$806M
$303K ﹤0.01%
41,220
+23,548
+133% +$173K
BATRK icon
2243
Atlanta Braves Holdings Series B
BATRK
$2.64B
$303K ﹤0.01%
11,130
MTW icon
2244
Manitowoc
MTW
$362M
$302K ﹤0.01%
12,575
TARO
2245
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$302K ﹤0.01%
3,068
JAG
2246
DELISTED
Jagged Peak Energy Inc.
JAG
$299K ﹤0.01%
21,637
-1,168
-5% -$16.1K
SYBT icon
2247
Stock Yards Bancorp
SYBT
$2.27B
$298K ﹤0.01%
8,216
CRCM
2248
DELISTED
CARE.COM, INC.
CRCM
$297K ﹤0.01%
13,456
+10,544
+362% +$233K
BRSP
2249
BrightSpire Capital
BRSP
$764M
$295K ﹤0.01%
13,376
HBM icon
2250
Hudbay
HBM
$5.35B
$294K ﹤0.01%
58,071