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
ENPH icon
2226
Enphase Energy
ENPH
$4.92B
$327K ﹤0.01%
17,922
+4,104
+30% +$74.9K
ALDR
2227
DELISTED
Alder Biopharmaceuticals, Inc.
ALDR
$327K ﹤0.01%
27,821
+2,979
+12% +$35K
RRD
2228
DELISTED
RR Donnelley & Sons Co.
RRD
$326K ﹤0.01%
165,751
FMX icon
2229
Fomento Económico Mexicano
FMX
$32B
$325K ﹤0.01%
3,364
MTSI icon
2230
MACOM Technology Solutions
MTSI
$9.82B
$325K ﹤0.01%
21,503
SYBT icon
2231
Stock Yards Bancorp
SYBT
$2.27B
$325K ﹤0.01%
8,995
BOLD
2232
DELISTED
Audentes Therapeutics, Inc
BOLD
$325K ﹤0.01%
8,572
+1,744
+26% +$66.1K
CLVS
2233
DELISTED
Clovis Oncology, Inc.
CLVS
$324K ﹤0.01%
21,847
+1,192
+6% +$17.7K
MDGL icon
2234
Madrigal Pharmaceuticals
MDGL
$9.63B
$322K ﹤0.01%
3,076
+199
+7% +$20.8K
OPK icon
2235
Opko Health
OPK
$1.11B
$316K ﹤0.01%
129,830
+5,137
+4% +$12.5K
HMHC
2236
DELISTED
Houghton Mifflin Harcourt Company
HMHC
$315K ﹤0.01%
54,719
+1,524
+3% +$8.77K
APPF icon
2237
AppFolio
APPF
$9.9B
$314K ﹤0.01%
3,068
+570
+23% +$58.3K
SWI
2238
DELISTED
SolarWinds Corporation Common Stock
SWI
$313K ﹤0.01%
16,183
-94,423
-85% -$1.83M
WHD icon
2239
Cactus
WHD
$2.74B
$312K ﹤0.01%
9,435
+1,737
+23% +$57.4K
AY
2240
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
$311K ﹤0.01%
13,723
LGF.A
2241
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$308K ﹤0.01%
25,165
+2,345
+10% +$28.7K
ALTR
2242
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
$307K ﹤0.01%
7,598
-11,421
-60% -$461K
AXGN icon
2243
Axogen
AXGN
$755M
$303K ﹤0.01%
15,301
+2,475
+19% +$49K
YETI icon
2244
Yeti Holdings
YETI
$2.88B
$301K ﹤0.01%
10,400
+4,017
+63% +$116K
HLI icon
2245
Houlihan Lokey
HLI
$14.4B
$300K ﹤0.01%
6,730
+327
+5% +$14.6K
CPK icon
2246
Chesapeake Utilities
CPK
$2.95B
$297K ﹤0.01%
3,125
+145
+5% +$13.8K
BSMX
2247
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$297K ﹤0.01%
38,844
FIBK icon
2248
First Interstate BancSystem
FIBK
$3.43B
$296K ﹤0.01%
7,476
+1,032
+16% +$40.9K
GTN icon
2249
Gray Television
GTN
$598M
$294K ﹤0.01%
17,936
+3,027
+20% +$49.6K
SKY icon
2250
Champion Homes, Inc.
SKY
$4.22B
$294K ﹤0.01%
10,749
+2,966
+38% +$81.1K