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
+6.52%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$88.5B
AUM Growth
+$6.46B
Cap. Flow
+$2.09B
Cap. Flow %
2.36%
Top 10 Hldgs %
15.91%
Holding
2,846
New
52
Increased
1,289
Reduced
301
Closed
48

Sector Composition

1 Financials 16.44%
2 Healthcare 13.78%
3 Technology 12.76%
4 Communication Services 9.72%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IIIN icon
2276
Insteel Industries
IIIN
$745M
$70K ﹤0.01%
3,385
IOVA icon
2277
Iovance Biotherapeutics
IOVA
$861M
$70K ﹤0.01%
9,120
PPBI
2278
DELISTED
Pacific Premier Bancorp
PPBI
$70K ﹤0.01%
3,267
RMTI icon
2279
Rockwell Medical
RMTI
$56.8M
$70K ﹤0.01%
617
SBSI icon
2280
Southside Bancshares
SBSI
$917M
$70K ﹤0.01%
3,105
SQI
2281
DELISTED
SCIQUEST, INC. COMMON STOCK
SQI
$70K ﹤0.01%
5,383
AMTG
2282
DELISTED
APOLLO RESIDENTIAL MTG INC COM STK
AMTG
$70K ﹤0.01%
5,817
AGI icon
2283
Alamos Gold
AGI
$13.9B
$69K ﹤0.01%
20,998
+10,500
+100% +$34.5K
PLOW icon
2284
Douglas Dynamics
PLOW
$751M
$69K ﹤0.01%
3,150
UTL icon
2285
Unitil
UTL
$812M
$69K ﹤0.01%
1,929
MRTX
2286
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$69K ﹤0.01%
+2,230
New +$69K
HIFR
2287
DELISTED
InfraREIT, Inc.
HIFR
$69K ﹤0.01%
3,778
ACTA
2288
DELISTED
Actua Corporation
ACTA
$69K ﹤0.01%
6,065
HSTM icon
2289
HealthStream
HSTM
$839M
$68K ﹤0.01%
3,126
KAI icon
2290
Kadant
KAI
$3.75B
$68K ﹤0.01%
1,643
OSPN icon
2291
OneSpan
OSPN
$578M
$68K ﹤0.01%
4,056
WHG icon
2292
Westwood Holdings Group
WHG
$162M
$68K ﹤0.01%
1,303
TTPH
2293
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$68K ﹤0.01%
338
ALJ
2294
DELISTED
Alon U S A Energy Inc
ALJ
$68K ﹤0.01%
4,608
DTSI
2295
DELISTED
DTS, Inc.
DTSI
$68K ﹤0.01%
2,970
BP icon
2296
BP
BP
$89.5B
$67K ﹤0.01%
2,551
+43
+2% +$1.13K
DHX icon
2297
DHI Group
DHX
$143M
$67K ﹤0.01%
7,178
HVT icon
2298
Haverty Furniture Companies
HVT
$380M
$67K ﹤0.01%
3,115
LGIH icon
2299
LGI Homes
LGIH
$1.41B
$67K ﹤0.01%
2,798
MBWM icon
2300
Mercantile Bank Corp
MBWM
$777M
$67K ﹤0.01%
2,698