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
-14.36%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$283B
AUM Growth
-$46.2B
Cap. Flow
+$7.52B
Cap. Flow %
2.66%
Top 10 Hldgs %
22.06%
Holding
3,788
New
223
Increased
1,979
Reduced
1,148
Closed
276

Top Buys

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3
XOM icon
Exxon Mobil
XOM
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4
TSLA icon
Tesla
TSLA
+$208M
5
MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GABC icon
2426
German American Bancorp
GABC
$1.53B
$367K ﹤0.01%
10,727
+258
+2% +$8.83K
JHX icon
2427
James Hardie Industries plc
JHX
$11.6B
$365K ﹤0.01%
16,635
-2,341
-12% -$51.4K
LBAI
2428
DELISTED
Lakeland Bancorp Inc
LBAI
$363K ﹤0.01%
24,782
-441
-2% -$6.46K
YOU icon
2429
Clear Secure
YOU
$3.58B
$361K ﹤0.01%
18,037
+10,621
+143% +$213K
ESTA icon
2430
Establishment Labs
ESTA
$1.09B
$359K ﹤0.01%
6,597
+1,891
+40% +$103K
CNOB icon
2431
Center Bancorp
CNOB
$1.26B
$357K ﹤0.01%
14,593
+350
+2% +$8.56K
FFWM icon
2432
First Foundation Inc
FFWM
$493M
$357K ﹤0.01%
17,422
+368
+2% +$7.54K
SFE
2433
DELISTED
Safeguard Scientifics, Inc.
SFE
$357K ﹤0.01%
95,711
+4,815
+5% +$18K
ALX
2434
Alexander's
ALX
$1.25B
$356K ﹤0.01%
1,599
-149
-9% -$33.2K
FRG
2435
DELISTED
Franchise Group, Inc.
FRG
$354K ﹤0.01%
10,076
+981
+11% +$34.5K
IMGN
2436
DELISTED
Immunogen Inc
IMGN
$353K ﹤0.01%
78,492
-1,388
-2% -$6.24K
ATCO
2437
DELISTED
Atlas Corp.
ATCO
$353K ﹤0.01%
32,914
-2,269
-6% -$24.3K
LAND
2438
Gladstone Land Corp
LAND
$321M
$352K ﹤0.01%
15,846
+5,000
+46% +$111K
NHC icon
2439
National Healthcare
NHC
$1.78B
$350K ﹤0.01%
4,998
+405
+9% +$28.4K
PAR icon
2440
PAR Technology
PAR
$1.79B
$347K ﹤0.01%
9,256
+518
+6% +$19.4K
WOW icon
2441
WideOpenWest
WOW
$442M
$345K ﹤0.01%
18,960
+262
+1% +$4.77K
AVID
2442
DELISTED
Avid Technology Inc
AVID
$345K ﹤0.01%
13,320
+807
+6% +$20.9K
PL icon
2443
Planet Labs
PL
$3.01B
$343K ﹤0.01%
+79,228
New +$343K
RYAM icon
2444
Rayonier Advanced Materials
RYAM
$421M
$343K ﹤0.01%
131,079
-805
-0.6% -$2.11K
TDW icon
2445
Tidewater
TDW
$2.93B
$343K ﹤0.01%
16,266
+13,044
+405% +$275K
UVSP icon
2446
Univest Financial
UVSP
$886M
$343K ﹤0.01%
13,472
+515
+4% +$13.1K
XENE icon
2447
Xenon Pharmaceuticals
XENE
$2.79B
$343K ﹤0.01%
11,273
+502
+5% +$15.3K
GMRE
2448
Global Medical REIT
GMRE
$512M
$342K ﹤0.01%
30,422
-787
-3% -$8.85K
OLO icon
2449
Olo Inc
OLO
$1.74B
$341K ﹤0.01%
34,588
+23,234
+205% +$229K
WKHS icon
2450
Workhorse Group
WKHS
$17.7M
$341K ﹤0.01%
523
+176
+51% +$115K