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
+7.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$380B
AUM Growth
+$26.1B
Cap. Flow
+$4.45B
Cap. Flow %
1.17%
Top 10 Hldgs %
30.42%
Holding
3,448
New
36
Increased
1,596
Reduced
1,180
Closed
43

Top Buys

1
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NVIDIA
NVDA
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2
AAPL icon
Apple
AAPL
+$1.21B
3
MSFT icon
Microsoft
MSFT
+$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MBIN icon
2276
Merchants Bancorp
MBIN
$1.5B
$888K ﹤0.01%
19,741
+5,885
+42% +$265K
OBK icon
2277
Origin Bancorp
OBK
$1.11B
$884K ﹤0.01%
27,463
+607
+2% +$19.5K
EXK
2278
Endeavour Silver
EXK
$1.78B
$883K ﹤0.01%
223,358
SNCY icon
2279
Sun Country Airlines
SNCY
$728M
$882K ﹤0.01%
78,651
-86
-0.1% -$964
AESI icon
2280
Atlas Energy Solutions
AESI
$1.34B
$880K ﹤0.01%
40,355
+899
+2% +$19.6K
DFH icon
2281
Dream Finders Homes
DFH
$2.7B
$876K ﹤0.01%
24,147
+676
+3% +$24.5K
FBMS
2282
DELISTED
The First Bancshares, Inc.
FBMS
$873K ﹤0.01%
27,153
+153
+0.6% +$4.92K
RLAY icon
2283
Relay Therapeutics
RLAY
$688M
$873K ﹤0.01%
123,297
+35,491
+40% +$251K
LMB icon
2284
Limbach Holdings
LMB
$1.23B
$863K ﹤0.01%
11,394
+9,775
+604% +$741K
VIV icon
2285
Telefônica Brasil
VIV
$20B
$863K ﹤0.01%
84,000
FG icon
2286
F&G Annuities & Life
FG
$4.65B
$862K ﹤0.01%
19,277
+500
+3% +$22.4K
FVRR icon
2287
Fiverr
FVRR
$881M
$860K ﹤0.01%
33,248
SYRE icon
2288
Spyre Therapeutics
SYRE
$945M
$857K ﹤0.01%
29,155
+5,892
+25% +$173K
SMR icon
2289
NuScale Power
SMR
$4.87B
$846K ﹤0.01%
73,056
+59,368
+434% +$688K
PFC
2290
DELISTED
Premier Financial Corp. Common Stock
PFC
$837K ﹤0.01%
35,649
+1,171
+3% +$27.5K
ACHR icon
2291
Archer Aviation
ACHR
$5.64B
$836K ﹤0.01%
275,861
+9,362
+4% +$28.4K
ECVT icon
2292
Ecovyst
ECVT
$1.06B
$834K ﹤0.01%
121,779
+9,794
+9% +$67.1K
EOLS icon
2293
Evolus
EOLS
$465M
$833K ﹤0.01%
51,416
+1,405
+3% +$22.8K
CSTL icon
2294
Castle Biosciences
CSTL
$621M
$831K ﹤0.01%
29,120
+4,730
+19% +$135K
BXC icon
2295
BlueLinx
BXC
$617M
$829K ﹤0.01%
7,863
-8
-0.1% -$843
IMXI icon
2296
International Money Express
IMXI
$430M
$825K ﹤0.01%
44,599
+843
+2% +$15.6K
BTSG icon
2297
BrightSpring Health Services
BTSG
$4.69B
$824K ﹤0.01%
56,108
+1,636
+3% +$24K
FLNG icon
2298
FLEX LNG
FLNG
$1.37B
$823K ﹤0.01%
31,960
+1,253
+4% +$32.3K
YEXT icon
2299
Yext
YEXT
$1.07B
$815K ﹤0.01%
117,760
+14,828
+14% +$103K
AMRK icon
2300
A-Mark Precious Metals
AMRK
$664M
$814K ﹤0.01%
18,438
+531
+3% +$23.4K