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
$261B
AUM Growth
+$4.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,488
New
Increased
Reduced
Closed

Top Buys

1 +$230M
2 +$62.9M
3 +$42.1M
4
OVV icon
Ovintiv
OVV
+$37M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$36M

Top Sells

1 +$817M
2 +$800M
3 +$271M
4
AMZN icon
Amazon
AMZN
+$232M
5
DRE
Duke Realty Corp.
DRE
+$232M

Sector Composition

1 Technology 23.31%
2 Healthcare 15.26%
3 Financials 13.4%
4 Consumer Discretionary 8.81%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$154K ﹤0.01%
13,996
+717
2702
$151K ﹤0.01%
6,990
+434
2703
$151K ﹤0.01%
6,966
+5,032
2704
$149K ﹤0.01%
6,352
2705
$149K ﹤0.01%
24,917
+1,216
2706
$147K ﹤0.01%
23,630
+15,985
2707
$147K ﹤0.01%
6,052
+345
2708
$147K ﹤0.01%
4,898
+3,540
2709
$146K ﹤0.01%
59,473
-1,033
2710
$146K ﹤0.01%
15,515
2711
$146K ﹤0.01%
13,377
+1,156
2712
$146K ﹤0.01%
26,723
+1,149
2713
$145K ﹤0.01%
13,219
-107
2714
$145K ﹤0.01%
7,694
+442
2715
$144K ﹤0.01%
5,239
+3,768
2716
$143K ﹤0.01%
+11,220
2717
$143K ﹤0.01%
21,949
2718
$143K ﹤0.01%
+16,956
2719
$142K ﹤0.01%
5,033
+1,064
2720
$142K ﹤0.01%
153,054
2721
$142K ﹤0.01%
7,281
2722
$142K ﹤0.01%
20,841
2723
$141K ﹤0.01%
11,799
+666
2724
$141K ﹤0.01%
29,251
2725
$140K ﹤0.01%
2,123
+303