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
+4.16%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$98.7B
AUM Growth
+$3.81B
Cap. Flow
+$842M
Cap. Flow %
0.85%
Top 10 Hldgs %
16.13%
Holding
2,939
New
32
Increased
1,614
Reduced
690
Closed
67

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FISI icon
2401
Financial Institutions
FISI
$548M
$64K ﹤0.01%
2,344
-293
-11% -$8K
GERN icon
2402
Geron
GERN
$823M
$64K ﹤0.01%
28,783
MGPI icon
2403
MGP Ingredients
MGPI
$588M
$64K ﹤0.01%
1,644
PARR icon
2404
Par Pacific Holdings
PARR
$1.69B
$64K ﹤0.01%
4,874
+1,745
+56% +$22.9K
PTCT icon
2405
PTC Therapeutics
PTCT
$4.63B
$64K ﹤0.01%
5,336
-2,840
-35% -$34.1K
HTB
2406
HomeTrust Bancshares, Inc.
HTB
$718M
$64K ﹤0.01%
3,536
ITCI
2407
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$64K ﹤0.01%
4,398
-884
-17% -$12.9K
PFC
2408
DELISTED
Premier Financial Corp. Common Stock
PFC
$64K ﹤0.01%
2,862
-452
-14% -$10.1K
SN
2409
DELISTED
Sanchez Energy Corporation
SN
$64K ﹤0.01%
7,200
-614
-8% -$5.46K
SGBK
2410
DELISTED
Stonegate Bank
SGBK
$64K ﹤0.01%
1,907
CIE
2411
DELISTED
Cobalt International Energy, Inc
CIE
$64K ﹤0.01%
3,527
AHH
2412
Armada Hoffler Properties
AHH
$576M
$63K ﹤0.01%
4,642
CORT icon
2413
Corcept Therapeutics
CORT
$7.55B
$63K ﹤0.01%
9,902
CSV icon
2414
Carriage Services
CSV
$652M
$63K ﹤0.01%
2,678
GSAT icon
2415
Globalstar
GSAT
$3.94B
$63K ﹤0.01%
3,540
-332
-9% -$5.91K
IBCP icon
2416
Independent Bank Corp
IBCP
$661M
$63K ﹤0.01%
3,740
-544
-13% -$9.16K
LRN icon
2417
Stride
LRN
$6.89B
$63K ﹤0.01%
4,488
-500
-10% -$7.02K
CCF
2418
DELISTED
Chase Corporation
CCF
$63K ﹤0.01%
920
WMC
2419
DELISTED
Western Asset Mortgage Capital Corporation
WMC
$63K ﹤0.01%
605
-209
-26% -$21.8K
ARWR icon
2420
Arrowhead Research
ARWR
$3.99B
$62K ﹤0.01%
8,254
THFF icon
2421
First Financial Corporation Common Stock
THFF
$693M
$62K ﹤0.01%
1,537
-155
-9% -$6.25K
VCRA
2422
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$62K ﹤0.01%
3,665
-473
-11% -$8K
DFRG
2423
DELISTED
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
$62K ﹤0.01%
4,593
PGC icon
2424
Peapack-Gladstone Financial
PGC
$509M
$61K ﹤0.01%
2,762
SGMO icon
2425
Sangamo Therapeutics
SGMO
$160M
$61K ﹤0.01%
13,267