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
$85.1B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,845
New
Increased
Reduced
Closed

Top Buys

1 +$121M
2 +$120M
3 +$49.9M
4
NTAP icon
NetApp
NTAP
+$40.9M
5
ABBV icon
AbbVie
ABBV
+$39.4M

Top Sells

1 +$97.2M
2 +$51M
3 +$49M
4
TLM
TALISMAN ENERGY INC
TLM
+$33M
5
DTE icon
DTE Energy
DTE
+$26.4M

Sector Composition

1 Financials 16.75%
2 Healthcare 14.22%
3 Technology 12.98%
4 Industrials 9.06%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
-4,304
2802
-4,482
2803
-3,872
2804
-23,504
2805
-14,910
2806
-11,715
2807
-1,523
2808
-4,873
2809
-1,363
2810
-11,885
2811
-1,670
2812
-3,872
2813
-35,645
2814
-65,645
2815
-1,488,101
2816
-17,558
2817
-2,773
2818
-121,797
2819
-199,256
2820
-18,197
2821
-467,151
2822
-4,309,287
2823
-2,625
2824
-1,678
2825
-14,935