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
ATRC icon
2326
AtriCure
ATRC
$1.74B
$222K ﹤0.01%
7,433
+314
+4% +$9.38K
FBNC icon
2327
First Bancorp
FBNC
$2.29B
$221K ﹤0.01%
6,064
+225
+4% +$8.2K
FATE icon
2328
Fate Therapeutics
FATE
$111M
$218K ﹤0.01%
10,732
-1,000
-9% -$20.3K
WAIR
2329
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
$217K ﹤0.01%
19,609
APPN icon
2330
Appian
APPN
$2.28B
$216K ﹤0.01%
+5,967
New +$216K
UPLD icon
2331
Upland Software
UPLD
$71.6M
$216K ﹤0.01%
4,762
+1,803
+61% +$81.8K
EVOP
2332
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
$216K ﹤0.01%
6,866
+2,946
+75% +$92.7K
TCBK icon
2333
TriCo Bancshares
TCBK
$1.48B
$212K ﹤0.01%
5,617
+467
+9% +$17.6K
CDXS icon
2334
Codexis
CDXS
$219M
$211K ﹤0.01%
11,439
+1,804
+19% +$33.3K
JE
2335
DELISTED
Just Energy Group Inc
JE
$211K ﹤0.01%
1,488
CRESY
2336
Cresud
CRESY
$518M
$210K ﹤0.01%
21,251
-26,696
-56% -$264K
EFSC icon
2337
Enterprise Financial Services Corp
EFSC
$2.24B
$210K ﹤0.01%
5,039
+445
+10% +$18.5K
CSW
2338
CSW Industrials, Inc.
CSW
$4.2B
$209K ﹤0.01%
3,069
ITCI
2339
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$209K ﹤0.01%
16,044
CBPX
2340
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
$209K ﹤0.01%
7,856
+854
+12% +$22.7K
TRUE icon
2341
TrueCar
TRUE
$215M
$208K ﹤0.01%
38,027
+1,635
+4% +$8.94K
NSTG
2342
DELISTED
NanoString Technologies, Inc.
NSTG
$208K ﹤0.01%
7,428
-16,881
-69% -$473K
GIFI icon
2343
Gulf Island Fabrication
GIFI
$122M
$207K ﹤0.01%
29,154
SWBI icon
2344
Smith & Wesson
SWBI
$415M
$205K ﹤0.01%
29,604
+1,241
+4% +$8.59K
GTE icon
2345
Gran Tierra Energy
GTE
$136M
$203K ﹤0.01%
12,941
INOV
2346
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
$203K ﹤0.01%
14,050
+676
+5% +$9.77K
JAG
2347
DELISTED
Jagged Peak Energy Inc.
JAG
$201K ﹤0.01%
24,349
+996
+4% +$8.22K
CMRE icon
2348
Costamare
CMRE
$1.48B
$200K ﹤0.01%
38,924
+9,902
+34% +$50.9K
PBYI icon
2349
Puma Biotechnology
PBYI
$225M
$200K ﹤0.01%
15,712
+1,055
+7% +$13.4K
EPRT icon
2350
Essential Properties Realty Trust
EPRT
$5.91B
$198K ﹤0.01%
9,876
+2,587
+35% +$51.9K