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
$432B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,422
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$201M
3 +$141M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
RYN icon
Rayonier
RYN
+$112M

Top Sells

1 +$605M
2 +$425M
3 +$412M
4
MSFT icon
Microsoft
MSFT
+$347M
5
CYBR
CyberArk
CYBR
+$238M

Sector Composition

1 Technology 32.6%
2 Financials 12.66%
3 Healthcare 10.78%
4 Communication Services 9.19%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FTS icon
251
Fortis
FTS
$28.1B
$336M 0.08%
6,037,793
+83,214
ABNB icon
252
Airbnb
ABNB
$79.4B
$335M 0.08%
2,651,802
+884
KGC icon
253
Kinross Gold
KGC
$34.2B
$334M 0.08%
10,966,318
+313,571
PCAR icon
254
PACCAR
PCAR
$62.1B
$332M 0.08%
2,873,103
-71,329
FERG icon
255
Ferguson
FERG
$44.7B
$330M 0.08%
1,421,867
+18,788
AVB icon
256
AvalonBay Communities
AVB
$26.8B
$330M 0.08%
2,019,267
-113,640
EIX icon
257
Edison International
EIX
$27.6B
$328M 0.08%
4,478,078
-60,266
TDG icon
258
TransDigm Group
TDG
$68.7B
$328M 0.08%
282,593
-27,197
BDX icon
259
Becton Dickinson
BDX
$41.2B
$326M 0.08%
2,070,929
+140,484
TER icon
260
Teradyne
TER
$63.7B
$324M 0.08%
1,094,278
-68,816
PYPL icon
261
PayPal
PYPL
$37.7B
$324M 0.07%
7,154,731
+148,106
IRM icon
262
Iron Mountain
IRM
$38.8B
$320M 0.07%
3,135,074
-221,346
APD icon
263
Air Products & Chemicals
APD
$63B
$320M 0.07%
1,101,461
-20,147
WY icon
264
Weyerhaeuser
WY
$17.8B
$318M 0.07%
13,008,632
+320,796
YUM icon
265
Yum! Brands
YUM
$40.8B
$316M 0.07%
2,031,358
-55,301
ACGL icon
266
Arch Capital
ACGL
$30.9B
$316M 0.07%
3,287,725
+343,556
ALNY icon
267
Alnylam Pharmaceuticals
ALNY
$40.5B
$309M 0.07%
934,881
-26,615
WEC icon
268
WEC Energy
WEC
$36.2B
$304M 0.07%
2,627,581
-51,478
CCEP icon
269
Coca-Cola Europacific Partners
CCEP
$40.7B
$304M 0.07%
3,352,514
-11,073
ATO icon
270
Atmos Energy
ATO
$28B
$299M 0.07%
1,616,380
+35,806
AJG icon
271
Arthur J. Gallagher & Co
AJG
$54.2B
$297M 0.07%
1,373,429
+3,552
MET icon
272
MetLife
MET
$53.7B
$294M 0.07%
4,162,609
-19,499
NUE icon
273
Nucor
NUE
$59.7B
$294M 0.07%
1,740,080
+89,775
B
274
Barrick Mining
B
$71.7B
$294M 0.07%
7,219,585
-167,634
RACE icon
275
Ferrari
RACE
$61.6B
$293M 0.07%
879,772
-31,731