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
VKTX icon
2426
Viking Therapeutics
VKTX
$2.79B
$135K ﹤0.01%
7,759
+1,264
+19% +$22K
BOOT icon
2427
Boot Barn
BOOT
$5.4B
$134K ﹤0.01%
4,690
+1,303
+38% +$37.2K
XENT
2428
DELISTED
Intersect ENT, Inc
XENT
$134K ﹤0.01%
4,663
ACET
2429
DELISTED
Aceto Corp
ACET
$134K ﹤0.01%
58,225
+1,751
+3% +$4.03K
CHRS icon
2430
Coherus Oncology, Inc. Common Stock
CHRS
$150M
$133K ﹤0.01%
8,097
+803
+11% +$13.2K
EBSB
2431
DELISTED
Meridian Bancorp, Inc.
EBSB
$133K ﹤0.01%
7,791
MGNX icon
2432
MacroGenics
MGNX
$100M
$132K ﹤0.01%
6,171
TVRD
2433
Tvardi Therapeutics, Inc. Common Stock
TVRD
$318M
$132K ﹤0.01%
154
+41
+36% +$35.1K
KPTI icon
2434
Karyopharm Therapeutics
KPTI
$55.9M
$131K ﹤0.01%
514
WVE icon
2435
Wave Life Sciences
WVE
$1.11B
$131K ﹤0.01%
2,625
RVNC
2436
DELISTED
Revance Therapeutics, Inc.
RVNC
$131K ﹤0.01%
5,295
LBAI
2437
DELISTED
Lakeland Bancorp Inc
LBAI
$131K ﹤0.01%
7,249
CARO
2438
DELISTED
Carolina Financial Corp.
CARO
$131K ﹤0.01%
3,467
+204
+6% +$7.71K
CTMX icon
2439
CytomX Therapeutics
CTMX
$330M
$130K ﹤0.01%
7,036
+934
+15% +$17.3K
SP
2440
DELISTED
SP Plus Corporation
SP
$130K ﹤0.01%
3,581
LTM
2441
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
$130K ﹤0.01%
13,809
BCRX icon
2442
BioCryst Pharmaceuticals
BCRX
$1.66B
$129K ﹤0.01%
16,862
+1,132
+7% +$8.66K
EDN
2443
Edenor
EDN
$746M
$129K ﹤0.01%
+5,152
New +$129K
NEXA icon
2444
Nexa Resources
NEXA
$657M
$129K ﹤0.01%
10,720
+3,020
+39% +$36.3K
UVSP icon
2445
Univest Financial
UVSP
$886M
$129K ﹤0.01%
4,906
CASS icon
2446
Cass Information Systems
CASS
$565M
$128K ﹤0.01%
2,363
+147
+7% +$7.96K
GMS
2447
DELISTED
GMS Inc
GMS
$128K ﹤0.01%
5,487
CTWS
2448
DELISTED
Connecticut Water Service Inc
CTWS
$128K ﹤0.01%
1,846
-117
-6% -$8.11K
ABR icon
2449
Arbor Realty Trust
ABR
$2.25B
$127K ﹤0.01%
11,022
+1,645
+18% +$19K
MSEX icon
2450
Middlesex Water
MSEX
$971M
$127K ﹤0.01%
2,619
+169
+7% +$8.2K