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
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$42.5K ﹤0.01%
1,661
2802
$41.8K ﹤0.01%
2,785
-83
2803
$41.6K ﹤0.01%
12,137
-109
2804
$41.6K ﹤0.01%
11,405
-5,184
2805
$40.6K ﹤0.01%
960
2806
$40.3K ﹤0.01%
4,124
-38,073
2807
$39.7K ﹤0.01%
1,142
-47
2808
$39.5K ﹤0.01%
3,050
-1,414
2809
$39.5K ﹤0.01%
1,321
-54
2810
$39.5K ﹤0.01%
5,506
+1,978
2811
$39K ﹤0.01%
8,781
-73,981
2812
$38.4K ﹤0.01%
532
-179
2813
$38.1K ﹤0.01%
4,261
2814
$38K ﹤0.01%
4,703
+2,129
2815
$37.5K ﹤0.01%
2,056
-1,192
2816
$36.8K ﹤0.01%
22,450
-15,426
2817
$36.7K ﹤0.01%
1,344
2818
$36.6K ﹤0.01%
4,411
-242
2819
$36.6K ﹤0.01%
19,394
-8,287
2820
$36.3K ﹤0.01%
6,616
-35,888
2821
$36K ﹤0.01%
939
2822
$35.8K ﹤0.01%
1,450
2823
$35.7K ﹤0.01%
6,941
2824
$34.8K ﹤0.01%
34
-14
2825
$34.8K ﹤0.01%
3,875
-168