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
NBHC icon
2351
National Bank Holdings
NBHC
$1.47B
$72K ﹤0.01%
3,085
-2,274
-42% -$53.1K
REI icon
2352
Ring Energy
REI
$211M
$72K ﹤0.01%
6,583
+1,446
+28% +$15.8K
TRUE icon
2353
TrueCar
TRUE
$175M
$72K ﹤0.01%
7,734
-1,012
-12% -$9.42K
FBR
2354
DELISTED
Fibria Celulose Sa
FBR
$72K ﹤0.01%
10,231
-49,800
-83% -$350K
PSTB
2355
DELISTED
Park Sterling Corp.
PSTB
$72K ﹤0.01%
8,876
-766
-8% -$6.21K
IBTX
2356
DELISTED
Independent Bank Group, Inc.
IBTX
$72K ﹤0.01%
1,664
EVC icon
2357
Entravision Communication
EVC
$213M
$71K ﹤0.01%
9,567
-1,218
-11% -$9.04K
FBNC icon
2358
First Bancorp
FBNC
$2.27B
$71K ﹤0.01%
3,636
-361
-9% -$7.05K
INO icon
2359
Inovio Pharmaceuticals
INO
$145M
$71K ﹤0.01%
641
-459
-42% -$50.8K
QDEL icon
2360
QuidelOrtho
QDEL
$1.91B
$71K ﹤0.01%
3,303
-1,931
-37% -$41.5K
SRI icon
2361
Stoneridge
SRI
$228M
$71K ﹤0.01%
3,920
-409
-9% -$7.41K
STGW icon
2362
Stagwell
STGW
$1.41B
$71K ﹤0.01%
6,745
-130
-2% -$1.37K
EPZM
2363
DELISTED
Epizyme, Inc
EPZM
$71K ﹤0.01%
7,475
AGEN
2364
Agenus
AGEN
$157M
$70K ﹤0.01%
505
AGM icon
2365
Federal Agricultural Mortgage
AGM
$2.15B
$70K ﹤0.01%
1,767
ERII icon
2366
Energy Recovery
ERII
$778M
$70K ﹤0.01%
4,400
QNST icon
2367
QuinStreet
QNST
$915M
$70K ﹤0.01%
+23,200
New +$70K
UTL icon
2368
Unitil
UTL
$815M
$70K ﹤0.01%
1,797
PGNX
2369
DELISTED
Progenics Pharmaceuticals Inc
PGNX
$70K ﹤0.01%
11,684
-1,106
-9% -$6.63K
CWEI
2370
DELISTED
Clayton Williams Energy, Inc.
CWEI
$70K ﹤0.01%
816
REGI
2371
DELISTED
Renewable Energy Group, Inc.
REGI
$70K ﹤0.01%
8,437
ATEN icon
2372
A10 Networks
ATEN
$1.26B
$69K ﹤0.01%
6,621
BCOV
2373
DELISTED
Brightcove, Inc.
BCOV
$69K ﹤0.01%
5,372
-609
-10% -$7.82K
SP
2374
DELISTED
SP Plus Corporation
SP
$69K ﹤0.01%
2,694
TOWR
2375
DELISTED
Tower International, Inc.
TOWR
$69K ﹤0.01%
2,932
-935
-24% -$22K