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
+9.03%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.5B
Cap. Flow %
3.18%
Top 10 Hldgs %
21%
Holding
3,799
New
279
Increased
1,358
Reduced
1,588
Closed
324

Sector Composition

1 Technology 24.32%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HTBK icon
2801
Heritage Commerce
HTBK
$634M
$81K ﹤0.01%
7,194
-2,325
-24% -$26.2K
KOPN icon
2802
Kopin
KOPN
$366M
$81K ﹤0.01%
+9,938
New +$81K
NXE icon
2803
NexGen Energy
NXE
$4.5B
$81K ﹤0.01%
19,631
KE icon
2804
Kimball Electronics
KE
$742M
$80K ﹤0.01%
3,652
TSHA icon
2805
Taysha Gene Therapies
TSHA
$884M
$80K ﹤0.01%
3,749
+2,835
+310% +$60.5K
FMBH icon
2806
First Mid Bancshares
FMBH
$963M
$78K ﹤0.01%
1,926
-717
-27% -$29K
LAB icon
2807
Standard BioTools
LAB
$508M
$78K ﹤0.01%
12,653
-407
-3% -$2.51K
LEVI icon
2808
Levi Strauss
LEVI
$8.74B
$78K ﹤0.01%
2,830
MAG
2809
DELISTED
MAG Silver
MAG
$78K ﹤0.01%
3,736
BV icon
2810
BrightView Holdings
BV
$1.34B
$77K ﹤0.01%
4,755
-190
-4% -$3.08K
GIC icon
2811
Global Industrial
GIC
$1.47B
$77K ﹤0.01%
2,101
KALA icon
2812
KALA BIO
KALA
$119M
$77K ﹤0.01%
291
+2
+0.7% +$529
NIC icon
2813
Nicolet Bankshares
NIC
$2.01B
$77K ﹤0.01%
1,087
-117
-10% -$8.29K
ERO icon
2814
Ero Copper
ERO
$1.75B
$76K ﹤0.01%
+3,607
New +$76K
HOV icon
2815
Hovnanian Enterprises
HOV
$917M
$76K ﹤0.01%
+719
New +$76K
SRG
2816
Seritage Growth Properties
SRG
$247M
$76K ﹤0.01%
4,110
+179
+5% +$3.31K
CRAI icon
2817
CRA International
CRAI
$1.31B
$75K ﹤0.01%
874
+106
+14% +$9.1K
DOCN icon
2818
DigitalOcean
DOCN
$3.33B
$75K ﹤0.01%
1,341
+341
+34% +$19.1K
ETWO
2819
DELISTED
E2open Parent Holdings
ETWO
$75K ﹤0.01%
+6,591
New +$75K
RXRX icon
2820
Recursion Pharmaceuticals
RXRX
$2.12B
$75K ﹤0.01%
+2,051
New +$75K
ISEE
2821
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
$75K ﹤0.01%
11,953
+891
+8% +$5.59K
WTRE
2822
DELISTED
Watford Holdings Ltd. Common Shares
WTRE
$75K ﹤0.01%
2,167
VSTM icon
2823
Verastem
VSTM
$575M
$74K ﹤0.01%
1,522
+182
+14% +$8.85K
XXII
2824
22nd Century Group
XXII
$6.81M
0
ATOS icon
2825
Atossa Therapeutics
ATOS
$106M
$74K ﹤0.01%
+11,736
New +$74K