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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NVTA
2351
DELISTED
Invitae Corporation
NVTA
$183K ﹤0.01%
10,899
+1,380
+14% +$23.2K
OMER icon
2352
Omeros
OMER
$282M
$181K ﹤0.01%
7,425
APPF icon
2353
AppFolio
APPF
$9.9B
$180K ﹤0.01%
2,298
+95
+4% +$7.44K
KTWO
2354
DELISTED
K2M Group Holdings, Inc
KTWO
$180K ﹤0.01%
6,576
+293
+5% +$8.02K
STBZ
2355
DELISTED
State Bank Financial Corporation. Common Stock
STBZ
$179K ﹤0.01%
5,946
LKFN icon
2356
Lakeland Financial Corp
LKFN
$1.66B
$178K ﹤0.01%
3,827
PRTA icon
2357
Prothena Corp
PRTA
$442M
$178K ﹤0.01%
13,587
CARB
2358
DELISTED
Carbonite Inc
CARB
$178K ﹤0.01%
4,998
+756
+18% +$26.9K
SEND
2359
DELISTED
SendGrid, Inc.
SEND
$178K ﹤0.01%
4,833
+3,344
+225% +$123K
ECYT
2360
DELISTED
Endocyte, Inc. Common Stock
ECYT
$178K ﹤0.01%
10,041
-767
-7% -$13.6K
GTHX
2361
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
$177K ﹤0.01%
3,384
+133
+4% +$6.96K
KDNY
2362
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
$177K ﹤0.01%
4,824
BCH icon
2363
Banco de Chile
BCH
$15.2B
$176K ﹤0.01%
5,808
-1
-0% -$30
VRS
2364
DELISTED
Verso Corporation
VRS
$176K ﹤0.01%
5,232
-453
-8% -$15.2K
HASI icon
2365
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.48B
$175K ﹤0.01%
8,160
KMG
2366
DELISTED
KMG Chemicals Inc
KMG
$175K ﹤0.01%
2,317
BHVN
2367
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$174K ﹤0.01%
4,632
+215
+5% +$8.08K
VCRA
2368
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$173K ﹤0.01%
4,732
WIN
2369
DELISTED
Windstream Holdings Inc
WIN
$173K ﹤0.01%
35,261
-24,119
-41% -$118K
PRO icon
2370
PROS Holdings
PRO
$699M
$172K ﹤0.01%
4,901
+567
+13% +$19.9K
RCM
2371
DELISTED
R1 RCM Inc. Common Stock
RCM
$172K ﹤0.01%
16,979
INST
2372
DELISTED
Instructure, Inc.
INST
$172K ﹤0.01%
4,867
MBUU icon
2373
Malibu Boats
MBUU
$629M
$171K ﹤0.01%
3,134
+151
+5% +$8.24K
FPRX
2374
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$171K ﹤0.01%
12,238
+562
+5% +$7.85K
CCU icon
2375
Compañía de Cervecerías Unidas
CCU
$2.21B
$169K ﹤0.01%
6,064
-2,182
-26% -$60.8K