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
+6.52%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$88.5B
AUM Growth
+$6.46B
Cap. Flow
+$2.09B
Cap. Flow %
2.36%
Top 10 Hldgs %
15.91%
Holding
2,846
New
52
Increased
1,289
Reduced
301
Closed
48

Sector Composition

1 Financials 16.44%
2 Healthcare 13.78%
3 Technology 12.76%
4 Communication Services 9.72%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VTLE icon
2451
Vital Energy
VTLE
$620M
$51K ﹤0.01%
318
SRNE
2452
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$51K ﹤0.01%
5,854
CNR
2453
DELISTED
Cornerstone Building Brands, Inc.
CNR
$51K ﹤0.01%
4,160
TSC
2454
DELISTED
TriState Capital Holdings, Inc.
TSC
$51K ﹤0.01%
3,613
ORBC
2455
DELISTED
ORBCOMM, Inc.
ORBC
$51K ﹤0.01%
6,893
ARWR icon
2456
Arrowhead Research
ARWR
$3.8B
$50K ﹤0.01%
8,254
BBSI icon
2457
Barrett Business Services
BBSI
$1.21B
$50K ﹤0.01%
4,548
CYTK icon
2458
Cytokinetics
CYTK
$6.16B
$50K ﹤0.01%
+4,803
New +$50K
OFG icon
2459
OFG Bancorp
OFG
$1.95B
$50K ﹤0.01%
6,780
OLP
2460
One Liberty Properties
OLP
$497M
$50K ﹤0.01%
2,291
TRC icon
2461
Tejon Ranch
TRC
$446M
$50K ﹤0.01%
2,680
WSR
2462
Whitestone REIT
WSR
$656M
$50K ﹤0.01%
4,148
VCRA
2463
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$50K ﹤0.01%
4,138
SGNT
2464
DELISTED
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
$50K ﹤0.01%
3,180
FRP
2465
DELISTED
Fairpoint Communications, Inc.
FRP
$50K ﹤0.01%
3,101
APEI icon
2466
American Public Education
APEI
$605M
$49K ﹤0.01%
2,545
DX
2467
Dynex Capital
DX
$1.67B
$49K ﹤0.01%
2,550
ESPR icon
2468
Esperion Therapeutics
ESPR
$516M
$49K ﹤0.01%
2,187
LFCR icon
2469
Lifecore Biomedical
LFCR
$271M
$49K ﹤0.01%
4,107
PKE icon
2470
Park Aerospace
PKE
$376M
$49K ﹤0.01%
3,202
AAIC
2471
DELISTED
Arlington Asset Investment Corp.
AAIC
$49K ﹤0.01%
3,740
IMMU
2472
DELISTED
Immunomedics Inc
IMMU
$49K ﹤0.01%
16,220
TIS
2473
DELISTED
Orchids Paper Products, Inc.
TIS
$49K ﹤0.01%
1,546
RICE
2474
DELISTED
Rice Energy Inc.
RICE
$49K ﹤0.01%
4,541
CACQ
2475
DELISTED
Caesars Acquisition Company
CACQ
$49K ﹤0.01%
6,784