Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.93%
 

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
+27.93%
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 +$47.8M
3 +$47.5M
4
DELL icon
Dell
DELL
+$44.5M
5
MAR icon
Marriott International
MAR
+$43.1M

Top Sells

1 +$242M
2 +$136M
3 +$63.5M
4
GE icon
GE Aerospace
GE
+$61.1M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$56.1M

Sector Composition

1 Financials 15.45%
2 Technology 13.37%
3 Healthcare 12.92%
4 Communication Services 9.77%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
-68,989
2902
-3,180
2903
-3,880
2904
-20,237
2905
-10,706
2906
-115,370
2907
-21,900
2908
-20,000
2909
-3,082
2910
-15,250
2911
-271,040
2912
-5,383
2913
-10,844
2914
-368
2915
-924
2916
-4,212
2917
-4,857
2918
-276,667
2919
-19,524
2920
-1,860,284
2921
-759,171
2922
-34,014
2923
-7,531
2924
-643,056
2925
-68,449