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
+2.46%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$72.4B
AUM Growth
Cap. Flow
+$72.4B
Cap. Flow %
100%
Top 10 Hldgs %
16.51%
Holding
1,272
New
1,272
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.71%
2 Technology 12.55%
3 Healthcare 12.36%
4 Energy 10.72%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EIX icon
226
Edison International
EIX
$21B
$75.2M 0.1%
+1,562,399
New +$75.2M
SHW icon
227
Sherwin-Williams
SHW
$92.9B
$75M 0.1%
+1,273,200
New +$75M
WY icon
228
Weyerhaeuser
WY
$18.9B
$74.3M 0.1%
+14,303,614
New +$74.3M
LO
229
DELISTED
LORILLARD INC COM STK
LO
$74.2M 0.1%
+1,698,828
New +$74.2M
BRCM
230
DELISTED
BROADCOM CORP CL-A
BRCM
$73.8M 0.1%
+2,186,709
New +$73.8M
INTU icon
231
Intuit
INTU
$188B
$73.4M 0.1%
+1,203,274
New +$73.4M
VFC icon
232
VF Corp
VFC
$5.86B
$73.1M 0.1%
+1,609,011
New +$73.1M
OMC icon
233
Omnicom Group
OMC
$15.4B
$72.9M 0.1%
+1,159,159
New +$72.9M
HST icon
234
Host Hotels & Resorts
HST
$12B
$72.7M 0.1%
+4,310,150
New +$72.7M
FITB icon
235
Fifth Third Bancorp
FITB
$30.2B
$72.6M 0.1%
+4,024,827
New +$72.6M
DTE icon
236
DTE Energy
DTE
$28.4B
$72.5M 0.1%
+1,271,932
New +$72.5M
K icon
237
Kellanova
K
$27.8B
$71.3M 0.1%
+1,182,433
New +$71.3M
MU icon
238
Micron Technology
MU
$147B
$70.8M 0.1%
+4,938,142
New +$70.8M
MOS icon
239
The Mosaic Company
MOS
$10.3B
$70.7M 0.1%
+1,313,192
New +$70.7M
CAM
240
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
$70.4M 0.1%
+1,150,425
New +$70.4M
APH icon
241
Amphenol
APH
$135B
$69.9M 0.1%
+7,163,432
New +$69.9M
VRTX icon
242
Vertex Pharmaceuticals
VRTX
$102B
$69.6M 0.1%
+871,839
New +$69.6M
GWW icon
243
W.W. Grainger
GWW
$47.5B
$69.6M 0.1%
+276,080
New +$69.6M
MJN
244
DELISTED
Mead Johnson Nutrition Company
MJN
$69.6M 0.1%
+877,901
New +$69.6M
ETR icon
245
Entergy
ETR
$39.2B
$69.4M 0.1%
+1,990,386
New +$69.4M
AGN
246
DELISTED
Allergan plc
AGN
$69.3M 0.1%
+549,330
New +$69.3M
BBBY
247
DELISTED
Bed Bath & Beyond Inc
BBBY
$69M 0.1%
+972,811
New +$69M
MSI icon
248
Motorola Solutions
MSI
$79.8B
$68.7M 0.09%
+1,189,312
New +$68.7M
TPR icon
249
Tapestry
TPR
$21.7B
$68.4M 0.09%
+1,197,951
New +$68.4M
MGA icon
250
Magna International
MGA
$12.9B
$68.3M 0.09%
+1,926,000
New +$68.3M