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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MRTX
2401
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$147K ﹤0.01%
3,120
+78
+3% +$3.68K
BMTC
2402
DELISTED
Bryn Mawr Bank Corp
BMTC
$147K ﹤0.01%
3,136
CSTE icon
2403
Caesarstone
CSTE
$48.4M
$145K ﹤0.01%
7,803
+388
+5% +$7.21K
DENN icon
2404
Denny's
DENN
$264M
$144K ﹤0.01%
9,753
CDXS icon
2405
Codexis
CDXS
$219M
$143K ﹤0.01%
8,369
LBRT icon
2406
Liberty Energy
LBRT
$1.73B
$143K ﹤0.01%
6,647
+4,529
+214% +$97.4K
HUD
2407
DELISTED
Hudson Ltd. Class A Common Shares
HUD
$143K ﹤0.01%
6,328
-26,486
-81% -$599K
NHC icon
2408
National Healthcare
NHC
$1.78B
$142K ﹤0.01%
1,888
QUAD icon
2409
Quad
QUAD
$333M
$142K ﹤0.01%
6,809
+1,536
+29% +$32K
TRUP icon
2410
Trupanion
TRUP
$1.87B
$142K ﹤0.01%
3,962
-40
-1% -$1.43K
ASXC
2411
DELISTED
Asensus Surgical, Inc.
ASXC
$142K ﹤0.01%
1,885
+95
+5% +$7.16K
ATRO icon
2412
Astronics
ATRO
$1.41B
$141K ﹤0.01%
3,732
-209
-5% -$7.9K
CSW
2413
CSW Industrials, Inc.
CSW
$4.2B
$141K ﹤0.01%
2,634
WTI icon
2414
W&T Offshore
WTI
$257M
$141K ﹤0.01%
14,579
CCF
2415
DELISTED
Chase Corporation
CCF
$141K ﹤0.01%
1,175
WMK icon
2416
Weis Markets
WMK
$1.75B
$140K ﹤0.01%
3,227
+761
+31% +$33K
REN
2417
DELISTED
Resolute Energy Corporaton
REN
$140K ﹤0.01%
3,728
+227
+6% +$8.53K
NG icon
2418
NovaGold Resources
NG
$2.82B
$139K ﹤0.01%
37,607
SPWR
2419
DELISTED
SunPower Corporation Common Stock
SPWR
$138K ﹤0.01%
28,897
GLUU
2420
DELISTED
Glu Mobile Inc.
GLUU
$138K ﹤0.01%
18,626
UBNK
2421
DELISTED
United Financial Bancorp, Inc.
UBNK
$138K ﹤0.01%
8,232
BRSS
2422
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
$138K ﹤0.01%
3,750
+218
+6% +$8.02K
THR icon
2423
Thermon Group Holdings
THR
$844M
$137K ﹤0.01%
5,318
KFRC icon
2424
Kforce
KFRC
$567M
$135K ﹤0.01%
3,595
SRI icon
2425
Stoneridge
SRI
$228M
$135K ﹤0.01%
4,528