Legal & General Group

Legal & General Group Portfolio holdings

AUM $446B
1-Year Est. Return 28%
 

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
+28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$275K ﹤0.01%
2,348
+379
2627
$273K ﹤0.01%
17,713
2628
$273K ﹤0.01%
34,671
2629
$272K ﹤0.01%
11,969
2630
$272K ﹤0.01%
20,387
+1,975
2631
$270K ﹤0.01%
11,231
2632
$260K ﹤0.01%
+16,587
2633
$260K ﹤0.01%
816
2634
$259K ﹤0.01%
10,776
-471
2635
$259K ﹤0.01%
16,418
2636
$257K ﹤0.01%
115,361
-15,199
2637
$257K ﹤0.01%
133,805
+16,598
2638
$252K ﹤0.01%
31,018
-2,456
2639
$251K ﹤0.01%
5,732
-1,232
2640
$251K ﹤0.01%
16,510
-2,411
2641
$248K ﹤0.01%
189,112
-21,003
2642
$245K ﹤0.01%
+58,945
2643
$243K ﹤0.01%
15,301
-33,397
2644
$240K ﹤0.01%
23,970
2645
$240K ﹤0.01%
57,596
+2,568
2646
$238K ﹤0.01%
21,964
2647
$238K ﹤0.01%
+9,585
2648
$235K ﹤0.01%
20,209
+3,017
2649
$234K ﹤0.01%
26,053
+6,098
2650
$232K ﹤0.01%
14,480