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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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 Est. Return
1 Year Est. Return
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.3B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1 +$135M
2 +$47.9M
3 +$38.4M
4
EXR icon
Extra Space Storage
EXR
+$33.1M
5
WY icon
Weyerhaeuser
WY
+$32.5M

Top Sells

1 +$162M
2 +$140M
3 +$136M
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$45.3M
5
PRE
PARTNERRE LTD
PRE
+$40.8M

Sector Composition

1 Financials 15.33%
2 Technology 13.08%
3 Healthcare 12.88%
4 Communication Services 10.07%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$28K ﹤0.01%
9,407
2602
$28K ﹤0.01%
6,234
2603
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1,501
2604
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52
2605
$28K ﹤0.01%
572
+419
2606
$28K ﹤0.01%
3,230
2607
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3,020
2608
$28K ﹤0.01%
10,229
2609
$28K ﹤0.01%
2,234
2610
$28K ﹤0.01%
3,172
2611
$28K ﹤0.01%
7,138
-1,478
2612
$27K ﹤0.01%
1,816
2613
$27K ﹤0.01%
1,033
+36
2614
$27K ﹤0.01%
1,533
-566
2615
$27K ﹤0.01%
1,552
2616
$27K ﹤0.01%
4,942
2617
$27K ﹤0.01%
3,115
2618
$27K ﹤0.01%
5,059
2619
$27K ﹤0.01%
101
2620
$27K ﹤0.01%
6,917
2621
$27K ﹤0.01%
1,420
2622
$27K ﹤0.01%
2,816
2623
$27K ﹤0.01%
667
-21,287
2624
$26K ﹤0.01%
1,956
2625
$26K ﹤0.01%
674