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
$98.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$65.3M
2 +$47.3M
3 +$46.7M
4
DELL icon
Dell
DELL
+$43.9M
5
MAR icon
Marriott International
MAR
+$41.1M

Top Sells

1 +$242M
2 +$136M
3 +$62.2M
4
GE icon
GE Aerospace
GE
+$58.2M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$56.1M

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$88.9M 0.09%
1,822,039
-30,260
252
$88.4M 0.09%
1,094,499
-8,730
253
$87.7M 0.09%
4,934,311
-4,061
254
$87.6M 0.09%
390,609
-5,342
255
$87.2M 0.09%
805,382
-1,886
256
$87.2M 0.09%
6,409,320
-19,110
257
$87.2M 0.09%
456,057
-5,112
258
$86.9M 0.09%
1,348,954
+11,478
259
$86.7M 0.09%
3,541,758
-223,830
260
$86.1M 0.09%
688,029
+4,148
261
$85.8M 0.09%
5,288,000
-21,000
262
$85.8M 0.09%
7,898,085
+466,188
263
$84.8M 0.09%
957,395
-27,615
264
$84M 0.09%
1,591,406
+8,472
265
$83.5M 0.08%
2,650,912
+20,124
266
$83.1M 0.08%
1,941,678
-5,367
267
$82.7M 0.08%
1,953,064
-16,490
268
$82.6M 0.08%
1,444,781
+14,285
269
$82.3M 0.08%
668,982
-12,549
270
$82.2M 0.08%
534,241
+15,020
271
$81.2M 0.08%
2,805,743
+136,814
272
$81.1M 0.08%
590,350
+33,317
273
$80.7M 0.08%
2,104,318
+94,546
274
$80.5M 0.08%
5,091,297
+218,288
275
$80.3M 0.08%
839,776
+14,595