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
GPX
2426
DELISTED
GP Strategies Corp.
GPX
$61K ﹤0.01%
2,514
ACRE
2427
Ares Commercial Real Estate
ACRE
$267M
$60K ﹤0.01%
4,767
GFI icon
2428
Gold Fields
GFI
$33.1B
$60K ﹤0.01%
12,379
PFBC icon
2429
Preferred Bank
PFBC
$1.17B
$60K ﹤0.01%
1,724
WK icon
2430
Workiva
WK
$4.24B
$60K ﹤0.01%
3,301
AUD
2431
DELISTED
Audacy, Inc.
AUD
$60K ﹤0.01%
4,732
APTS
2432
DELISTED
Preferred Apartment Communities, Inc.
APTS
$60K ﹤0.01%
4,462
FLXN
2433
DELISTED
Flexion Therapeutics, Inc.
FLXN
$60K ﹤0.01%
3,211
+1,291
+67% +$24.1K
AOI
2434
DELISTED
Alliance One International, Inc.
AOI
$60K ﹤0.01%
3,310
DVAX icon
2435
Dynavax Technologies
DVAX
$1.14B
$59K ﹤0.01%
5,771
-464
-7% -$4.74K
MITT
2436
AG Mortgage Investment Trust
MITT
$245M
$59K ﹤0.01%
1,251
-126
-9% -$5.94K
MLAB icon
2437
Mesa Laboratories
MLAB
$327M
$59K ﹤0.01%
531
OSG
2438
DELISTED
Overseas Shipholding Group Inc.
OSG
$59K ﹤0.01%
5,595
CORR
2439
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$59K ﹤0.01%
2,026
BHBK
2440
DELISTED
Blue Hills Bancorp, Inc.
BHBK
$59K ﹤0.01%
3,985
-546
-12% -$8.08K
CTMX icon
2441
CytomX Therapeutics
CTMX
$341M
$58K ﹤0.01%
3,655
NEO icon
2442
NeoGenomics
NEO
$966M
$58K ﹤0.01%
7,360
RMTI icon
2443
Rockwell Medical
RMTI
$56.8M
$58K ﹤0.01%
809
-120
-13% -$8.6K
SHAK icon
2444
Shake Shack
SHAK
$3.92B
$58K ﹤0.01%
1,664
RVNC
2445
DELISTED
Revance Therapeutics, Inc.
RVNC
$58K ﹤0.01%
3,561
XCRA
2446
DELISTED
Xcerra Corporation
XCRA
$58K ﹤0.01%
9,709
-1,043
-10% -$6.23K
SNC
2447
DELISTED
State National Companies, Inc.
SNC
$58K ﹤0.01%
5,221
OKSB
2448
DELISTED
Southwest Bancorp Inc/OK
OKSB
$58K ﹤0.01%
3,058
-362
-11% -$6.87K
CZR icon
2449
Caesars Entertainment
CZR
$5.33B
$57K ﹤0.01%
4,031
FCBC icon
2450
First Community Bankshares
FCBC
$684M
$57K ﹤0.01%
2,305
-362
-14% -$8.95K