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
ALG icon
2351
Alamo Group
ALG
$2.5B
$61K ﹤0.01%
1,135
CTRN icon
2352
Citi Trends
CTRN
$290M
$61K ﹤0.01%
2,912
PDFS icon
2353
PDF Solutions
PDFS
$767M
$61K ﹤0.01%
5,525
UVSP icon
2354
Univest Financial
UVSP
$898M
$61K ﹤0.01%
2,909
VNDA icon
2355
Vanda Pharmaceuticals
VNDA
$271M
$61K ﹤0.01%
6,427
AVTA
2356
DELISTED
Avantax, Inc. Common Stock
AVTA
$61K ﹤0.01%
6,202
ONCE
2357
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
$61K ﹤0.01%
1,320
OKSB
2358
DELISTED
Southwest Bancorp Inc/OK
OKSB
$61K ﹤0.01%
3,420
LE icon
2359
Lands' End
LE
$482M
$60K ﹤0.01%
2,579
OSUR icon
2360
OraSure Technologies
OSUR
$241M
$60K ﹤0.01%
9,242
SPOK icon
2361
Spok Holdings
SPOK
$354M
$60K ﹤0.01%
3,216
SREV
2362
DELISTED
ServiceSource International, Inc.
SREV
$60K ﹤0.01%
13,178
IXYS
2363
DELISTED
IXYS Corp
IXYS
$60K ﹤0.01%
4,617
LIOX
2364
DELISTED
Lionbridge Technologies
LIOX
$60K ﹤0.01%
12,200
REGI
2365
DELISTED
Renewable Energy Group, Inc.
REGI
$60K ﹤0.01%
6,431
AVD icon
2366
American Vanguard Corp
AVD
$150M
$59K ﹤0.01%
4,220
CALX icon
2367
Calix
CALX
$4.09B
$59K ﹤0.01%
7,573
FBNC icon
2368
First Bancorp
FBNC
$2.28B
$59K ﹤0.01%
3,090
HCI icon
2369
HCI Group
HCI
$2.28B
$59K ﹤0.01%
1,671
THFF icon
2370
First Financial Corporation Common Stock
THFF
$695M
$59K ﹤0.01%
1,700
TVRD
2371
Tvardi Therapeutics, Inc. Common Stock
TVRD
$302M
$59K ﹤0.01%
+103
New +$59K
PRMW
2372
DELISTED
Primo Water Corporation
PRMW
$59K ﹤0.01%
5,402
+30
+0.6% +$328
SPPI
2373
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$59K ﹤0.01%
9,680
ECOM
2374
DELISTED
CHANNELADVISOR CORPORATION
ECOM
$59K ﹤0.01%
4,163
CRR
2375
DELISTED
Carbo Ceramics Inc.
CRR
$59K ﹤0.01%
3,429