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
ORBC
2451
DELISTED
ORBCOMM, Inc.
ORBC
$127K ﹤0.01%
11,676
FATE icon
2452
Fate Therapeutics
FATE
$111M
$125K ﹤0.01%
7,657
LOMA
2453
Loma Negra
LOMA
$888M
$125K ﹤0.01%
+14,125
New +$125K
GABC icon
2454
German American Bancorp
GABC
$1.53B
$124K ﹤0.01%
3,490
+221
+7% +$7.85K
XCRA
2455
DELISTED
Xcerra Corporation
XCRA
$124K ﹤0.01%
8,743
CLBK icon
2456
Columbia Financial
CLBK
$1.6B
$123K ﹤0.01%
7,343
DVAX icon
2457
Dynavax Technologies
DVAX
$1.1B
$123K ﹤0.01%
9,954
SKY icon
2458
Champion Homes, Inc.
SKY
$4.22B
$123K ﹤0.01%
4,307
+3,276
+318% +$93.6K
TELL
2459
DELISTED
Tellurian Inc.
TELL
$123K ﹤0.01%
13,738
+873
+7% +$7.82K
ASMB icon
2460
Assembly Biosciences
ASMB
$168M
$122K ﹤0.01%
274
+51
+23% +$22.7K
CHEF icon
2461
Chefs' Warehouse
CHEF
$2.7B
$122K ﹤0.01%
3,347
-215
-6% -$7.84K
GSM icon
2462
FerroAtlántica
GSM
$773M
$122K ﹤0.01%
14,985
NTRA icon
2463
Natera
NTRA
$23.1B
$122K ﹤0.01%
5,090
-250
-5% -$5.99K
GBNK
2464
DELISTED
Guaranty Bancorp
GBNK
$121K ﹤0.01%
4,062
UTL icon
2465
Unitil
UTL
$827M
$120K ﹤0.01%
2,362
-66
-3% -$3.35K
VIA
2466
DELISTED
Viacom Inc. Class A
VIA
$120K ﹤0.01%
3,285
-321
-9% -$11.7K
TRTX
2467
TPG RE Finance Trust
TRTX
$742M
$119K ﹤0.01%
5,916
+557
+10% +$11.2K
CNOB icon
2468
Center Bancorp
CNOB
$1.26B
$118K ﹤0.01%
4,987
+332
+7% +$7.86K
NWLI
2469
DELISTED
National Western Life Group, Inc. Class A
NWLI
$118K ﹤0.01%
371
PRTY
2470
DELISTED
Party City Holdco Inc.
PRTY
$118K ﹤0.01%
8,707
+3,497
+67% +$47.4K
BFYT
2471
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
$118K ﹤0.01%
1,916
+217
+13% +$13.4K
HBNC icon
2472
Horizon Bancorp
HBNC
$833M
$116K ﹤0.01%
5,855
NOG icon
2473
Northern Oil and Gas
NOG
$2.48B
$116K ﹤0.01%
2,910
+1,296
+80% +$51.7K
ATNX
2474
DELISTED
Athenex, Inc. Common Stock
ATNX
$115K ﹤0.01%
371
+24
+7% +$7.44K
VIRT icon
2475
Virtu Financial
VIRT
$3.1B
$114K ﹤0.01%
5,607
-544
-9% -$11.1K