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
+6.52%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$88.5B
AUM Growth
+$6.46B
Cap. Flow
+$2.09B
Cap. Flow %
2.36%
Top 10 Hldgs %
15.91%
Holding
2,846
New
52
Increased
1,289
Reduced
301
Closed
48

Sector Composition

1 Financials 16.44%
2 Healthcare 13.78%
3 Technology 12.76%
4 Communication Services 9.72%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HWKN icon
2401
Hawkins
HWKN
$3.59B
$56K ﹤0.01%
3,122
MCS icon
2402
Marcus Corp
MCS
$488M
$56K ﹤0.01%
2,898
ARAV
2403
DELISTED
Aravive, Inc. Common Stock
ARAV
$56K ﹤0.01%
750
INFI
2404
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$56K ﹤0.01%
7,279
OTIC
2405
DELISTED
Otonomy, Inc.
OTIC
$56K ﹤0.01%
2,060
SALE
2406
DELISTED
RetailMeNot, Inc. Series 1
SALE
$56K ﹤0.01%
5,548
MTL
2407
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$56K ﹤0.01%
34,015
LJPC
2408
DELISTED
La Jolla Pharmaceutical Company
LJPC
$56K ﹤0.01%
+2,041
New +$56K
CMTL icon
2409
Comtech Telecommunications
CMTL
$67.9M
$55K ﹤0.01%
2,783
MC icon
2410
Moelis & Co
MC
$5.36B
$55K ﹤0.01%
1,889
MCRB icon
2411
Seres Therapeutics
MCRB
$163M
$55K ﹤0.01%
+78
New +$55K
PKOH icon
2412
Park-Ohio Holdings
PKOH
$309M
$55K ﹤0.01%
1,513
TGTX icon
2413
TG Therapeutics
TGTX
$5.08B
$55K ﹤0.01%
4,653
YORW icon
2414
York Water
YORW
$442M
$55K ﹤0.01%
2,166
CHFN
2415
DELISTED
Charter Financial Corp
CHFN
$55K ﹤0.01%
4,225
UAM
2416
DELISTED
Universal American Corp
UAM
$55K ﹤0.01%
7,774
PSTB
2417
DELISTED
Park Sterling Corp.
PSTB
$55K ﹤0.01%
7,306
BMRC icon
2418
Bank of Marin Bancorp
BMRC
$405M
$54K ﹤0.01%
2,026
BND icon
2419
Vanguard Total Bond Market
BND
$135B
$54K ﹤0.01%
+667
New +$54K
CASH icon
2420
Pathward Financial
CASH
$1.75B
$54K ﹤0.01%
3,552
CIA icon
2421
Citizens
CIA
$263M
$54K ﹤0.01%
6,811
FF icon
2422
Future Fuel
FF
$169M
$54K ﹤0.01%
4,024
PCTY icon
2423
Paylocity
PCTY
$9.49B
$54K ﹤0.01%
1,311
PLUG icon
2424
Plug Power
PLUG
$1.63B
$54K ﹤0.01%
25,556
-22,666
-47% -$47.9K
VIAV icon
2425
Viavi Solutions
VIAV
$2.61B
$54K ﹤0.01%
8,816