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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CAAP icon
2426
Corporacion America
CAAP
$3.16B
$150K ﹤0.01%
18,488
-27,026
-59% -$219K
BFX
2427
DELISTED
BowFlex Inc.
BFX
$150K ﹤0.01%
67,794
-304
-0.4% -$673
ALLK
2428
DELISTED
Allakos
ALLK
$149K ﹤0.01%
3,448
+557
+19% +$24.1K
CNOB icon
2429
Center Bancorp
CNOB
$1.26B
$146K ﹤0.01%
6,409
+445
+7% +$10.1K
BMTC
2430
DELISTED
Bryn Mawr Bank Corp
BMTC
$146K ﹤0.01%
3,890
+219
+6% +$8.22K
JHX icon
2431
James Hardie Industries plc
JHX
$11.6B
$145K ﹤0.01%
10,975
OMER icon
2432
Omeros
OMER
$282M
$145K ﹤0.01%
9,252
+515
+6% +$8.07K
EIGI
2433
DELISTED
Endurance International Group Holdings, Inc.
EIGI
$145K ﹤0.01%
30,039
SP
2434
DELISTED
SP Plus Corporation
SP
$143K ﹤0.01%
4,484
+250
+6% +$7.97K
TELL
2435
DELISTED
Tellurian Inc.
TELL
$142K ﹤0.01%
18,120
+2,126
+13% +$16.7K
URGN icon
2436
UroGen Pharma
URGN
$869M
$140K ﹤0.01%
4,227
+3,319
+366% +$110K
CAC icon
2437
Camden National
CAC
$684M
$139K ﹤0.01%
3,032
NRC icon
2438
National Research Corp
NRC
$369M
$139K ﹤0.01%
2,398
+280
+13% +$16.2K
FOCS
2439
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$138K ﹤0.01%
5,057
-30,999
-86% -$846K
AXDX
2440
DELISTED
Accelerate Diagnostics
AXDX
$137K ﹤0.01%
600
AXSM icon
2441
Axsome Therapeutics
AXSM
$5.91B
$135K ﹤0.01%
+5,236
New +$135K
AUD
2442
DELISTED
Audacy, Inc.
AUD
$135K ﹤0.01%
23,349
APTS
2443
DELISTED
Preferred Apartment Communities, Inc.
APTS
$135K ﹤0.01%
9,059
+1,872
+26% +$27.9K
GABC icon
2444
German American Bancorp
GABC
$1.53B
$134K ﹤0.01%
4,457
TPIC
2445
DELISTED
TPI Composites
TPIC
$134K ﹤0.01%
5,434
+2,491
+85% +$61.4K
MODN
2446
DELISTED
MODEL N, INC.
MODN
$134K ﹤0.01%
6,858
+2,401
+54% +$46.9K
XENT
2447
DELISTED
Intersect ENT, Inc
XENT
$134K ﹤0.01%
5,882
+355
+6% +$8.09K
VSI
2448
DELISTED
Vitamin Shoppe Inc.
VSI
$134K ﹤0.01%
33,906
UBNK
2449
DELISTED
United Financial Bancorp, Inc.
UBNK
$133K ﹤0.01%
9,369
BRY icon
2450
Berry Corp
BRY
$257M
$132K ﹤0.01%
12,483
+1,398
+13% +$14.8K