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
-14.36%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$283B
AUM Growth
-$46.2B
Cap. Flow
+$7.52B
Cap. Flow %
2.66%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,979
Reduced
1,148
Closed
276

Top Buys

1
AAPL icon
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2
CVX icon
Chevron
CVX
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3
XOM icon
Exxon Mobil
XOM
+$268M
4
TSLA icon
Tesla
TSLA
+$208M
5
MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PFC
2376
DELISTED
Premier Financial Corp. Common Stock
PFC
$434K ﹤0.01%
17,127
+154
+0.9% +$3.9K
UEC icon
2377
Uranium Energy
UEC
$5.53B
$433K ﹤0.01%
140,574
+7,412
+6% +$22.8K
RKLB icon
2378
Rocket Lab Corporation Common Stock
RKLB
$23B
$432K ﹤0.01%
113,959
+74,792
+191% +$284K
KRYS icon
2379
Krystal Biotech
KRYS
$4.43B
$431K ﹤0.01%
6,578
+45
+0.7% +$2.95K
CTKB icon
2380
Cytek Biosciences
CTKB
$501M
$425K ﹤0.01%
39,654
+29,802
+302% +$319K
TMDX icon
2381
Transmedics
TMDX
$3.97B
$425K ﹤0.01%
13,502
+631
+5% +$19.9K
NVTA
2382
DELISTED
Invitae Corporation
NVTA
$424K ﹤0.01%
173,507
+2,328
+1% +$5.69K
GSAT icon
2383
Globalstar
GSAT
$4.04B
$423K ﹤0.01%
22,909
-428
-2% -$7.9K
BSBR icon
2384
Santander
BSBR
$40.6B
$422K ﹤0.01%
76,800
SANA icon
2385
Sana Biotechnology
SANA
$818M
$422K ﹤0.01%
65,702
+9,984
+18% +$64.1K
CATO icon
2386
Cato Corp
CATO
$90.7M
$421K ﹤0.01%
36,266
-3,248
-8% -$37.7K
CNDT icon
2387
Conduent
CNDT
$438M
$418K ﹤0.01%
96,618
+3,520
+4% +$15.2K
CWH icon
2388
Camping World
CWH
$1.07B
$416K ﹤0.01%
19,265
+158
+0.8% +$3.41K
ATRI
2389
DELISTED
Atrion Corp
ATRI
$413K ﹤0.01%
657
+15
+2% +$9.43K
EDR
2390
DELISTED
Endeavor Group Holdings, Inc.
EDR
$408K ﹤0.01%
+19,865
New +$408K
IJH icon
2391
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$407K ﹤0.01%
9,000
-850
-9% -$38.4K
INFN
2392
DELISTED
Infinera Corporation Common Stock
INFN
$405K ﹤0.01%
75,463
+4,371
+6% +$23.5K
RADI
2393
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
$405K ﹤0.01%
26,545
+6,142
+30% +$93.7K
SEB icon
2394
Seaboard Corp
SEB
$3.72B
$403K ﹤0.01%
104
DM
2395
DELISTED
Desktop Metal, Inc.
DM
$402K ﹤0.01%
18,258
+1,363
+8% +$30K
DH icon
2396
Definitive Healthcare
DH
$425M
$401K ﹤0.01%
17,474
+15,950
+1,047% +$366K
FRSH icon
2397
Freshworks
FRSH
$3.64B
$401K ﹤0.01%
+30,444
New +$401K
AGM icon
2398
Federal Agricultural Mortgage
AGM
$2.04B
$400K ﹤0.01%
4,101
+91
+2% +$8.88K
UFI icon
2399
UNIFI
UFI
$82.8M
$399K ﹤0.01%
28,396
-462
-2% -$6.49K
MODN
2400
DELISTED
MODEL N, INC.
MODN
$399K ﹤0.01%
15,592
+191
+1% +$4.89K