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
+9.03%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.5B
Cap. Flow %
3.18%
Top 10 Hldgs %
21%
Holding
3,799
New
279
Increased
1,358
Reduced
1,588
Closed
324

Sector Composition

1 Technology 24.32%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BRBR icon
2401
BellRing Brands
BRBR
$4.8B
$359K ﹤0.01%
11,439
+886
+8% +$27.8K
GOEV
2402
DELISTED
Canoo Inc. Class A Common Stock
GOEV
$359K ﹤0.01%
+78
New +$359K
SGRY icon
2403
Surgery Partners
SGRY
$2.8B
$358K ﹤0.01%
5,367
+1,135
+27% +$75.7K
SGMO icon
2404
Sangamo Therapeutics
SGMO
$152M
$357K ﹤0.01%
29,908
-48
-0.2% -$573
CPA icon
2405
Copa Holdings
CPA
$4.86B
$355K ﹤0.01%
4,706
OCGN icon
2406
Ocugen
OCGN
$334M
$351K ﹤0.01%
+43,736
New +$351K
LKFN icon
2407
Lakeland Financial Corp
LKFN
$1.66B
$349K ﹤0.01%
5,647
-48
-0.8% -$2.97K
GRPN icon
2408
Groupon
GRPN
$923M
$347K ﹤0.01%
8,057
+3,390
+73% +$146K
EVOP
2409
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
$347K ﹤0.01%
12,540
+5,109
+69% +$141K
INFN
2410
DELISTED
Infinera Corporation Common Stock
INFN
$345K ﹤0.01%
33,901
+2,785
+9% +$28.3K
USLM icon
2411
United States Lime & Minerals
USLM
$3.63B
$342K ﹤0.01%
12,305
-90
-0.7% -$2.5K
AGEN
2412
Agenus
AGEN
$143M
$340K ﹤0.01%
3,156
+412
+15% +$44.4K
CRC icon
2413
California Resources
CRC
$4.44B
$340K ﹤0.01%
+11,300
New +$340K
BAK icon
2414
Braskem
BAK
$1.33B
$339K ﹤0.01%
14,200
GSHD icon
2415
Goosehead Insurance
GSHD
$2.05B
$339K ﹤0.01%
2,663
+217
+9% +$27.6K
SPOK icon
2416
Spok Holdings
SPOK
$360M
$335K ﹤0.01%
34,830
-13,060
-27% -$126K
WHD icon
2417
Cactus
WHD
$2.74B
$335K ﹤0.01%
9,116
+1,243
+16% +$45.7K
EVRI
2418
DELISTED
Everi Holdings
EVRI
$329K ﹤0.01%
13,143
+948
+8% +$23.7K
NGD
2419
New Gold Inc
NGD
$5.16B
$326K ﹤0.01%
180,922
-64,282
-26% -$116K
OM icon
2420
Outset Medical
OM
$243M
$326K ﹤0.01%
435
+367
+540% +$275K
KYMR icon
2421
Kymera Therapeutics
KYMR
$3.36B
$324K ﹤0.01%
6,678
+4,956
+288% +$240K
UPLD icon
2422
Upland Software
UPLD
$71.6M
$321K ﹤0.01%
7,803
+60
+0.8% +$2.47K
SHLS icon
2423
Shoals Technologies Group
SHLS
$1.15B
$318K ﹤0.01%
8,965
+3,335
+59% +$118K
PAYA
2424
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
$318K ﹤0.01%
+28,900
New +$318K
ENIA
2425
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$316K ﹤0.01%
43,782