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
+7.01%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$268B
AUM Growth
+$13.1B
Cap. Flow
-$1.08B
Cap. Flow %
-0.4%
Top 10 Hldgs %
19.95%
Holding
3,553
New
74
Increased
1,746
Reduced
1,237
Closed
35

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EVOP
2451
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
$204K ﹤0.01%
7,431
+880
+13% +$24.2K
BAK icon
2452
Braskem
BAK
$1.34B
$202K ﹤0.01%
14,200
KPTI icon
2453
Karyopharm Therapeutics
KPTI
$57.6M
$202K ﹤0.01%
1,278
+12
+0.9% +$1.9K
BRMK
2454
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
$201K ﹤0.01%
19,272
+3,161
+20% +$33K
BALY icon
2455
Bally's
BALY
$491M
$200K ﹤0.01%
3,073
+251
+9% +$16.3K
PAR icon
2456
PAR Technology
PAR
$1.86B
$198K ﹤0.01%
3,019
-91
-3% -$5.97K
KFRC icon
2457
Kforce
KFRC
$583M
$197K ﹤0.01%
3,660
+281
+8% +$15.1K
SHLS icon
2458
Shoals Technologies Group
SHLS
$1.16B
$196K ﹤0.01%
+5,630
New +$196K
LC icon
2459
LendingClub
LC
$1.92B
$195K ﹤0.01%
11,805
+2,433
+26% +$40.2K
NIU
2460
Niu Technologies
NIU
$321M
$195K ﹤0.01%
5,311
EVER icon
2461
EverQuote
EVER
$903M
$194K ﹤0.01%
5,370
+3,178
+145% +$115K
IMKTA icon
2462
Ingles Markets
IMKTA
$1.32B
$194K ﹤0.01%
3,150
+199
+7% +$12.3K
LX
2463
LexinFintech Holdings
LX
$988M
$193K ﹤0.01%
19,212
SHYF
2464
DELISTED
The Shyft Group
SHYF
$192K ﹤0.01%
5,163
-209
-4% -$7.77K
KDMN
2465
DELISTED
Kadmon Holdings, Inc.
KDMN
$192K ﹤0.01%
49,321
+190
+0.4% +$740
CIO
2466
City Office REIT
CIO
$280M
$189K ﹤0.01%
17,810
+11,731
+193% +$124K
GGAL icon
2467
Galicia Financial Group
GGAL
$5.02B
$187K ﹤0.01%
24,553
SGRY icon
2468
Surgery Partners
SGRY
$2.83B
$187K ﹤0.01%
4,232
+1,172
+38% +$51.8K
FMX icon
2469
Fomento Económico Mexicano
FMX
$31.4B
$185K ﹤0.01%
2,458
BWIN
2470
Baldwin Insurance Group
BWIN
$2.21B
$185K ﹤0.01%
6,789
+447
+7% +$12.2K
CNOB icon
2471
Center Bancorp
CNOB
$1.27B
$184K ﹤0.01%
7,279
+453
+7% +$11.5K
ZNTL icon
2472
Zentalis Pharmaceuticals
ZNTL
$113M
$182K ﹤0.01%
4,191
+98
+2% +$4.26K
ADVM icon
2473
Adverum Biotechnologies
ADVM
$65.9M
$180K ﹤0.01%
1,826
+41
+2% +$4.04K
SQM icon
2474
Sociedad Química y Minera de Chile
SQM
$12.2B
$180K ﹤0.01%
3,400
BTAI icon
2475
BioXcel Therapeutics
BTAI
$54.3M
$179K ﹤0.01%
260
-4
-2% -$2.75K