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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TVRD
2376
Tvardi Therapeutics, Inc. Common Stock
TVRD
$318M
$178K ﹤0.01%
230
+67
+41% +$51.9K
XOG
2377
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
$177K ﹤0.01%
40,882
-13,052
-24% -$56.5K
RARX
2378
DELISTED
Ra Pharmaceuticals, Inc. Common Stock
RARX
$177K ﹤0.01%
5,878
+2,153
+58% +$64.8K
EVRI
2379
DELISTED
Everi Holdings
EVRI
$176K ﹤0.01%
14,777
+2,737
+23% +$32.6K
PACB icon
2380
Pacific Biosciences
PACB
$351M
$175K ﹤0.01%
28,892
+1,864
+7% +$11.3K
QUOT
2381
DELISTED
Quotient Technology Inc
QUOT
$175K ﹤0.01%
16,331
SWIR
2382
DELISTED
Sierra Wireless
SWIR
$175K ﹤0.01%
14,416
CERS icon
2383
Cerus
CERS
$236M
$174K ﹤0.01%
31,072
+3,676
+13% +$20.6K
GTES icon
2384
Gates Industrial
GTES
$6.6B
$174K ﹤0.01%
15,298
SCZ icon
2385
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
$174K ﹤0.01%
3,040
+710
+30% +$40.6K
TPL icon
2386
Texas Pacific Land
TPL
$21.5B
$174K ﹤0.01%
663
+117
+21% +$30.7K
MCRN
2387
DELISTED
Milacron Holdings Corp.
MCRN
$174K ﹤0.01%
13,075
DESP
2388
DELISTED
Despegar.com
DESP
$173K ﹤0.01%
12,448
-16,125
-56% -$224K
WSC icon
2389
WillScot Mobile Mini Holdings
WSC
$4.19B
$173K ﹤0.01%
11,501
+4,176
+57% +$62.8K
CARB
2390
DELISTED
Carbonite Inc
CARB
$173K ﹤0.01%
6,649
+333
+5% +$8.66K
BCH icon
2391
Banco de Chile
BCH
$15.2B
$172K ﹤0.01%
5,808
CCU icon
2392
Compañía de Cervecerías Unidas
CCU
$2.21B
$172K ﹤0.01%
6,064
INSP icon
2393
Inspire Medical Systems
INSP
$2.37B
$171K ﹤0.01%
2,825
SRI icon
2394
Stoneridge
SRI
$228M
$171K ﹤0.01%
5,432
+261
+5% +$8.22K
THR icon
2395
Thermon Group Holdings
THR
$844M
$169K ﹤0.01%
6,570
+315
+5% +$8.1K
GLUU
2396
DELISTED
Glu Mobile Inc.
GLUU
$169K ﹤0.01%
23,415
+1,323
+6% +$9.55K
FRO icon
2397
Frontline
FRO
$5.17B
$168K ﹤0.01%
21,048
-15,000
-42% -$120K
RMR icon
2398
The RMR Group
RMR
$288M
$167K ﹤0.01%
3,558
EBSB
2399
DELISTED
Meridian Bancorp, Inc.
EBSB
$167K ﹤0.01%
9,382
+468
+5% +$8.33K
VIRT icon
2400
Virtu Financial
VIRT
$3.1B
$166K ﹤0.01%
7,641
+377
+5% +$8.19K