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
$403B
AUM Growth
+$35.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,602
New
Increased
Reduced
Closed

Top Buys

1 +$415M
2 +$360M
3 +$328M
4
JNJ icon
Johnson & Johnson
JNJ
+$168M
5
EMA
Emera Inc
EMA
+$164M

Top Sells

1 +$1.14B
2 +$1.03B
3 +$296M
4
LLY icon
Eli Lilly
LLY
+$215M
5
AMZN icon
Amazon
AMZN
+$205M

Sector Composition

1 Technology 34.3%
2 Financials 13.54%
3 Consumer Discretionary 9.84%
4 Healthcare 9.21%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EA icon
251
Electronic Arts
EA
$50.2B
$319M 0.08%
1,994,589
-92,644
BDX icon
252
Becton Dickinson
BDX
$55.3B
$318M 0.08%
1,847,728
-35,755
MET icon
253
MetLife
MET
$52.4B
$317M 0.08%
3,940,577
-77,591
HIG icon
254
Hartford Financial Services
HIG
$37.2B
$317M 0.08%
2,497,801
-1,191
SBAC icon
255
SBA Communications
SBAC
$20.7B
$315M 0.08%
1,343,024
+41,671
PCAR icon
256
PACCAR
PCAR
$50.7B
$315M 0.08%
3,311,617
-241,291
YUM icon
257
Yum! Brands
YUM
$41.6B
$314M 0.08%
2,118,196
-123,007
GD icon
258
General Dynamics
GD
$92.9B
$313M 0.08%
1,071,948
+2,297
PCG icon
259
PG&E
PCG
$36.6B
$312M 0.08%
22,381,265
+1,025,177
BRK.A icon
260
Berkshire Hathaway Class A
BRK.A
$1.11T
$312M 0.08%
428
-79
TFC icon
261
Truist Financial
TFC
$58B
$312M 0.08%
7,247,262
-871,857
FICO icon
262
Fair Isaac
FICO
$41.2B
$310M 0.08%
169,693
-3,681
EXR icon
263
Extra Space Storage
EXR
$28B
$309M 0.08%
2,097,268
+43,467
APD icon
264
Air Products & Chemicals
APD
$58.5B
$308M 0.08%
1,093,565
+13,073
URI icon
265
United Rentals
URI
$53.7B
$304M 0.08%
403,032
-3,433
AMP icon
266
Ameriprise Financial
AMP
$42.7B
$304M 0.08%
568,726
-36,067
MPC icon
267
Marathon Petroleum
MPC
$58.5B
$303M 0.08%
1,825,173
-104,341
KVUE icon
268
Kenvue
KVUE
$32.1B
$303M 0.08%
14,453,055
+519,869
FIS icon
269
Fidelity National Information Services
FIS
$34.3B
$300M 0.07%
3,680,348
+12,923
KMB icon
270
Kimberly-Clark
KMB
$34.7B
$299M 0.07%
2,322,775
-138,651
VST icon
271
Vistra
VST
$58.1B
$299M 0.07%
1,541,199
+145,849
PWR icon
272
Quanta Services
PWR
$63.7B
$298M 0.07%
788,072
-19,468
FTS icon
273
Fortis
FTS
$26.4B
$297M 0.07%
6,224,022
+345,633
RSG icon
274
Republic Services
RSG
$63.8B
$291M 0.07%
1,179,305
-38,510
AIG icon
275
American International
AIG
$42.3B
$291M 0.07%
3,397,351
-245,157