Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,422
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$201M
3 +$141M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
RYN icon
Rayonier
RYN
+$112M

Top Sells

1 +$605M
2 +$425M
3 +$412M
4
MSFT icon
Microsoft
MSFT
+$347M
5
CYBR
CyberArk
CYBR
+$238M

Sector Composition

1 Technology 32.6%
2 Financials 12.66%
3 Healthcare 10.78%
4 Communication Services 9.19%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CNP icon
301
CenterPoint Energy
CNP
$27.4B
$254M 0.06%
5,879,609
-98,430
MSCI icon
302
MSCI
MSCI
$45.1B
$252M 0.06%
468,145
-63,642
OXY icon
303
Occidental Petroleum
OXY
$58.4B
$252M 0.06%
3,877,986
-6,586
CIEN icon
304
Ciena
CIEN
$75.8B
$252M 0.06%
648,383
+137,934
A icon
305
Agilent Technologies
A
$39.1B
$249M 0.06%
2,182,320
+41,179
FITB
306
Fifth Third Bancorp
FITB
$46.9B
$249M 0.06%
5,351,286
+1,031,680
KVUE icon
307
Kenvue
KVUE
$32.4B
$248M 0.06%
14,384,890
+60,652
BIIB icon
308
Biogen
BIIB
$29B
$247M 0.06%
1,349,832
-109,765
ODFL icon
309
Old Dominion Freight Line
ODFL
$51.1B
$247M 0.06%
1,265,285
+92,193
NDAQ icon
310
Nasdaq
NDAQ
$50B
$245M 0.06%
2,888,605
+33,370
WAB icon
311
Wabtec
WAB
$44.5B
$244M 0.06%
974,513
-95,388
ROP icon
312
Roper Technologies
ROP
$33.5B
$239M 0.06%
676,775
-47,025
SLF icon
313
Sun Life Financial
SLF
$40.4B
$239M 0.06%
3,829,736
-66,576
BRK.A icon
314
Berkshire Hathaway Class A
BRK.A
$1.03T
$238M 0.06%
332
-55
MTD icon
315
Mettler-Toledo International
MTD
$23.9B
$235M 0.05%
186,473
+11,063
FSLY icon
316
Fastly Inc
FSLY
$3.12B
$234M 0.05%
8,059,757
-545,955
SNDK
317
Sandisk
SNDK
$261B
$232M 0.05%
365,750
+157,656
DHI icon
318
D.R. Horton
DHI
$41.5B
$231M 0.05%
1,683,668
+64,463
FE icon
319
FirstEnergy
FE
$26.4B
$231M 0.05%
4,555,504
-31,208
KDP icon
320
Keurig Dr Pepper
KDP
$40.9B
$230M 0.05%
8,735,379
+82,938
VRSK icon
321
Verisk Analytics
VRSK
$23.6B
$230M 0.05%
1,211,792
-5,563
AIG icon
322
American International
AIG
$38.9B
$229M 0.05%
3,046,593
-218,671
RMD icon
323
ResMed
RMD
$28.2B
$222M 0.05%
990,361
-2,166
KMB icon
324
Kimberly-Clark
KMB
$31.4B
$220M 0.05%
2,284,269
-27,059
MTB icon
325
M&T Bank
MTB
$32.5B
$220M 0.05%
1,065,020
-7,675