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
+4.16%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$98.7B
AUM Growth
+$3.81B
Cap. Flow
+$842M
Cap. Flow %
0.85%
Top 10 Hldgs %
16.13%
Holding
2,939
New
32
Increased
1,614
Reduced
690
Closed
67

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CKEC
2251
DELISTED
Carmike Cinemas Inc
CKEC
$92K ﹤0.01%
2,844
-1,196
-30% -$38.7K
KOPN icon
2252
Kopin
KOPN
$368M
$91K ﹤0.01%
+41,600
New +$91K
NOVT icon
2253
Novanta
NOVT
$4.24B
$91K ﹤0.01%
5,348
CTBI icon
2254
Community Trust Bancorp
CTBI
$1.04B
$90K ﹤0.01%
2,466
-225
-8% -$8.21K
MSEX icon
2255
Middlesex Water
MSEX
$957M
$90K ﹤0.01%
2,542
PLOW icon
2256
Douglas Dynamics
PLOW
$763M
$90K ﹤0.01%
2,828
-322
-10% -$10.2K
SNDA icon
2257
Sonida Senior Living
SNDA
$487M
$90K ﹤0.01%
363
SYBT icon
2258
Stock Yards Bancorp
SYBT
$2.27B
$90K ﹤0.01%
2,770
-1,177
-30% -$38.2K
CSII
2259
DELISTED
Cardiovascular Systems, Inc.
CSII
$90K ﹤0.01%
3,916
-899
-19% -$20.7K
CUDA
2260
DELISTED
Barracuda Networks, Inc.
CUDA
$90K ﹤0.01%
3,586
+2,021
+129% +$50.7K
ACTA
2261
DELISTED
Actua Corporation
ACTA
$90K ﹤0.01%
7,233
-598
-8% -$7.44K
AGIO icon
2262
Agios Pharmaceuticals
AGIO
$2.13B
$89K ﹤0.01%
1,680
BANF icon
2263
BancFirst
BANF
$4.47B
$89K ﹤0.01%
2,484
GIFI icon
2264
Gulf Island Fabrication
GIFI
$123M
$89K ﹤0.01%
+9,664
New +$89K
FMSA
2265
DELISTED
Fairmount Santrol Holdings Inc.
FMSA
$89K ﹤0.01%
10,802
-8,313
-43% -$68.5K
ARAY icon
2266
Accuray
ARAY
$178M
$88K ﹤0.01%
14,188
-1,868
-12% -$11.6K
DEA
2267
Easterly Government Properties
DEA
$1.06B
$88K ﹤0.01%
1,843
+495
+37% +$23.6K
GOOD
2268
Gladstone Commercial Corp
GOOD
$607M
$88K ﹤0.01%
4,697
IMKTA icon
2269
Ingles Markets
IMKTA
$1.31B
$88K ﹤0.01%
2,261
SSNI
2270
DELISTED
Silver Spring Networks, Inc.
SSNI
$88K ﹤0.01%
6,306
-601
-9% -$8.39K
COBZ
2271
DELISTED
CoBiz Financial,Inc
COBZ
$88K ﹤0.01%
6,622
-420
-6% -$5.58K
MSFG
2272
DELISTED
MainSource Financial Group Inc
MSFG
$88K ﹤0.01%
3,584
BPMC
2273
DELISTED
Blueprint Medicines
BPMC
$87K ﹤0.01%
3,124
-194
-6% -$5.4K
CTWS
2274
DELISTED
Connecticut Water Service Inc
CTWS
$87K ﹤0.01%
1,744
SHOR
2275
DELISTED
ShoreTel, Inc.
SHOR
$87K ﹤0.01%
10,886
-910
-8% -$7.27K