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
+6.08%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$118B
AUM Growth
+$10.6B
Cap. Flow
+$5.18B
Cap. Flow %
4.4%
Top 10 Hldgs %
15.53%
Holding
3,325
New
37
Increased
1,950
Reduced
1,032
Closed
59

Sector Composition

1 Financials 16.7%
2 Technology 14.75%
3 Healthcare 12.91%
4 Communication Services 9.31%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BCRX icon
2376
BioCryst Pharmaceuticals
BCRX
$1.66B
$146K ﹤0.01%
17,486
-241
-1% -$2.01K
KAI icon
2377
Kadant
KAI
$3.69B
$145K ﹤0.01%
2,449
-49
-2% -$2.9K
OMER icon
2378
Omeros
OMER
$282M
$145K ﹤0.01%
9,608
-591
-6% -$8.92K
GNMK
2379
DELISTED
GenMark Diagnostics, Inc
GNMK
$145K ﹤0.01%
11,281
-149
-1% -$1.92K
IMKTA icon
2380
Ingles Markets
IMKTA
$1.32B
$144K ﹤0.01%
3,296
-136
-4% -$5.94K
MSEX icon
2381
Middlesex Water
MSEX
$971M
$144K ﹤0.01%
3,940
-52
-1% -$1.9K
ORBC
2382
DELISTED
ORBCOMM, Inc.
ORBC
$144K ﹤0.01%
15,211
-227
-1% -$2.15K
ESPR icon
2383
Esperion Therapeutics
ESPR
$573M
$142K ﹤0.01%
4,054
-107
-3% -$3.75K
KFRC icon
2384
Kforce
KFRC
$567M
$142K ﹤0.01%
5,983
-104
-2% -$2.47K
FBC
2385
DELISTED
Flagstar Bancorp, Inc. New
FBC
$140K ﹤0.01%
4,958
-105
-2% -$2.97K
STGW icon
2386
Stagwell
STGW
$1.35B
$139K ﹤0.01%
14,767
+127
+0.9% +$1.2K
FBNC icon
2387
First Bancorp
FBNC
$2.29B
$138K ﹤0.01%
4,705
-45
-0.9% -$1.32K
FLIC
2388
DELISTED
First of Long Island Corp
FLIC
$138K ﹤0.01%
5,122
-55
-1% -$1.48K
MGNX icon
2389
MacroGenics
MGNX
$100M
$138K ﹤0.01%
7,597
-116
-2% -$2.11K
CTWS
2390
DELISTED
Connecticut Water Service Inc
CTWS
$138K ﹤0.01%
2,604
-96
-4% -$5.09K
KTWO
2391
DELISTED
K2M Group Holdings, Inc
KTWO
$138K ﹤0.01%
6,763
+564
+9% +$11.5K
SGBK
2392
DELISTED
Stonegate Bank
SGBK
$138K ﹤0.01%
2,916
-50
-2% -$2.37K
ONIT
2393
Onity Group Inc.
ONIT
$367M
$137K ﹤0.01%
1,671
-25
-1% -$2.05K
PCBK
2394
DELISTED
Pacific Continental Corp
PCBK
$137K ﹤0.01%
5,620
-233
-4% -$5.68K
HIMX
2395
Himax Technologies
HIMX
$1.44B
$136K ﹤0.01%
14,900
HRTX icon
2396
Heron Therapeutics
HRTX
$193M
$136K ﹤0.01%
8,971
+1,098
+14% +$16.6K
OR icon
2397
OR Royalties Inc.
OR
$6.76B
$136K ﹤0.01%
12,286
CWST icon
2398
Casella Waste Systems
CWST
$5.79B
$135K ﹤0.01%
9,660
-241
-2% -$3.37K
GOOD
2399
Gladstone Commercial Corp
GOOD
$608M
$135K ﹤0.01%
6,536
+7
+0.1% +$145
MBWM icon
2400
Mercantile Bank Corp
MBWM
$775M
$135K ﹤0.01%
3,898
-32
-0.8% -$1.11K