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
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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
CASS icon
2451
Cass Information Systems
CASS
$565M
$132K ﹤0.01%
2,728
SONO icon
2452
Sonos
SONO
$1.83B
$132K ﹤0.01%
11,648
+9,134
+363% +$104K
WTTR icon
2453
Select Water Solutions
WTTR
$946M
$132K ﹤0.01%
11,300
+2,597
+30% +$30.3K
ERJ icon
2454
Embraer
ERJ
$10.5B
$131K ﹤0.01%
6,490
GLDD icon
2455
Great Lakes Dredge & Dock
GLDD
$821M
$130K ﹤0.01%
11,802
+1,020
+9% +$11.2K
LXFR icon
2456
Luxfer Holdings
LXFR
$356M
$130K ﹤0.01%
5,305
+5,137
+3,058% +$126K
VYGR icon
2457
Voyager Therapeutics
VYGR
$232M
$130K ﹤0.01%
4,747
+1,091
+30% +$29.9K
VRS
2458
DELISTED
Verso Corporation
VRS
$129K ﹤0.01%
6,770
LTM
2459
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
$129K ﹤0.01%
13,809
BE icon
2460
Bloom Energy
BE
$15.7B
$128K ﹤0.01%
+11,013
New +$128K
IRS
2461
IRSA Inversiones y Representaciones
IRS
$906M
$127K ﹤0.01%
12,837
-19,111
-60% -$189K
PETQ
2462
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
$127K ﹤0.01%
4,081
+1,630
+67% +$50.7K
KBAL
2463
DELISTED
Kimball International
KBAL
$126K ﹤0.01%
7,260
+487
+7% +$8.45K
COOP icon
2464
Mr. Cooper
COOP
$14.1B
$124K ﹤0.01%
15,530
+1,108
+8% +$8.85K
VRAY
2465
DELISTED
ViewRay, Inc.
VRAY
$123K ﹤0.01%
13,945
+3,119
+29% +$27.5K
HBNC icon
2466
Horizon Bancorp
HBNC
$833M
$122K ﹤0.01%
7,459
+504
+7% +$8.24K
STML
2467
DELISTED
Stemline Therapeutics, Inc.
STML
$122K ﹤0.01%
7,982
+540
+7% +$8.25K
TGE
2468
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
$122K ﹤0.01%
5,789
+1,193
+26% +$25.1K
AGM icon
2469
Federal Agricultural Mortgage
AGM
$2.15B
$121K ﹤0.01%
1,662
NTLA icon
2470
Intellia Therapeutics
NTLA
$1.23B
$121K ﹤0.01%
7,907
+2,043
+35% +$31.3K
OBK icon
2471
Origin Bancorp
OBK
$1.11B
$121K ﹤0.01%
3,644
+481
+15% +$16K
ABTX
2472
DELISTED
Allegiance Bancshares, Inc.
ABTX
$121K ﹤0.01%
3,648
+1,399
+62% +$46.4K
GOOD
2473
Gladstone Commercial Corp
GOOD
$608M
$120K ﹤0.01%
5,664
+405
+8% +$8.58K
GSBC icon
2474
Great Southern Bancorp
GSBC
$710M
$120K ﹤0.01%
2,013
TLK icon
2475
Telkom Indonesia
TLK
$19B
$120K ﹤0.01%
4,094