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
$129B
AUM Growth
-$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,449
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$309M
3 +$306M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$240M
5
META icon
Meta Platforms (Facebook)
META
+$229M

Top Sells

1 +$325M
2 +$303M
3 +$213M
4
COL
Rockwell Collins
COL
+$103M
5
ANDV
Andeavor
ANDV
+$96.2M

Sector Composition

1 Technology 16.38%
2 Financials 15.21%
3 Healthcare 13.81%
4 Consumer Discretionary 10.01%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$30K ﹤0.01%
744
2902
$30K ﹤0.01%
6,370
2903
$30K ﹤0.01%
1,584
2904
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4,333
2905
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4,201
+838
2906
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3,199
2907
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2,617
2908
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948
2909
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1,845
2910
$30K ﹤0.01%
2,023
+380
2911
$30K ﹤0.01%
2,167
2912
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2,467
2913
$30K ﹤0.01%
929
+344
2914
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977
2915
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1,011
2916
$29K ﹤0.01%
1,439
2917
$29K ﹤0.01%
1,772
2918
$29K ﹤0.01%
3,559
2919
$29K ﹤0.01%
1,000
2920
$29K ﹤0.01%
2,200
2921
$29K ﹤0.01%
1,125
2922
$29K ﹤0.01%
1,421
2923
$29K ﹤0.01%
589
2924
$29K ﹤0.01%
1,083
2925
$29K ﹤0.01%
13,433
-20,225