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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UTL icon
2376
Unitil
UTL
$828M
$163K ﹤0.01%
3,387
MSEX icon
2377
Middlesex Water
MSEX
$972M
$162K ﹤0.01%
4,101
+161
+4% +$6.36K
SIOX
2378
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
$162K ﹤0.01%
869
+146
+20% +$27.2K
WMK icon
2379
Weis Markets
WMK
$1.76B
$161K ﹤0.01%
3,320
GMS
2380
DELISTED
GMS Inc
GMS
$160K ﹤0.01%
5,621
+4,504
+403% +$128K
EIGI
2381
DELISTED
Endurance International Group Holdings, Inc.
EIGI
$160K ﹤0.01%
19,141
AIMT
2382
DELISTED
Aimmune Therapeutics, Inc.
AIMT
$160K ﹤0.01%
7,776
+1,634
+27% +$33.6K
COBZ
2383
DELISTED
CoBiz Financial,Inc
COBZ
$160K ﹤0.01%
9,265
+371
+4% +$6.41K
CWST icon
2384
Casella Waste Systems
CWST
$5.8B
$159K ﹤0.01%
9,660
UIS icon
2385
Unisys
UIS
$283M
$159K ﹤0.01%
12,452
VRNS icon
2386
Varonis Systems
VRNS
$6.31B
$159K ﹤0.01%
12,924
+3,669
+40% +$45.1K
FBC
2387
DELISTED
Flagstar Bancorp, Inc. New
FBC
$159K ﹤0.01%
5,183
+225
+5% +$6.9K
DHIL icon
2388
Diamond Hill
DHIL
$389M
$158K ﹤0.01%
791
OR icon
2389
OR Royalties Inc.
OR
$6.76B
$158K ﹤0.01%
12,979
+693
+6% +$8.44K
HEES
2390
DELISTED
H&E Equipment Services
HEES
$157K ﹤0.01%
7,752
+317
+4% +$6.42K
HRTX icon
2391
Heron Therapeutics
HRTX
$192M
$157K ﹤0.01%
11,354
+2,383
+27% +$33K
RDUS
2392
DELISTED
Radius Recycling
RDUS
$157K ﹤0.01%
6,277
KLDX
2393
DELISTED
KLONDEX MINES LTD
KLDX
$157K ﹤0.01%
+46,582
New +$157K
CIVI icon
2394
Civitas Resources
CIVI
$3.04B
$156K ﹤0.01%
+5,120
New +$156K
THR icon
2395
Thermon Group Holdings
THR
$852M
$155K ﹤0.01%
8,143
+320
+4% +$6.09K
XOG
2396
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
$155K ﹤0.01%
11,537
+1,453
+14% +$19.5K
SSRI
2397
DELISTED
Silver Standard Resources
SSRI
$155K ﹤0.01%
15,992
+792
+5% +$7.68K
PFBC icon
2398
Preferred Bank
PFBC
$1.16B
$154K ﹤0.01%
2,898
SGBK
2399
DELISTED
Stonegate Bank
SGBK
$154K ﹤0.01%
3,325
+409
+14% +$18.9K
CWEN.A icon
2400
Clearway Energy Class A
CWEN.A
$3.22B
$153K ﹤0.01%
8,921