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
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$712M
3 +$487M
4
META icon
Meta Platforms (Facebook)
META
+$410M
5
AMZN icon
Amazon
AMZN
+$362M

Top Sells

1 +$483M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$103M

Sector Composition

1 Technology 35.51%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ATO icon
301
Atmos Energy
ATO
$27B
$270M 0.06%
1,578,888
-15,624
TRGP icon
302
Targa Resources
TRGP
$38.4B
$269M 0.06%
1,604,424
+3,180
AIG icon
303
American International
AIG
$46.4B
$266M 0.06%
3,386,668
-10,683
OTIS icon
304
Otis Worldwide
OTIS
$33.9B
$265M 0.06%
2,903,219
+97,884
AME icon
305
Ametek
AME
$46.8B
$264M 0.06%
1,403,746
+46,625
RMD icon
306
ResMed
RMD
$35.8B
$262M 0.06%
958,210
-13,257
CPRT icon
307
Copart
CPRT
$37.8B
$259M 0.06%
5,749,271
+276,586
ACGL icon
308
Arch Capital
ACGL
$34.9B
$256M 0.06%
2,823,079
-2,875
EIX icon
309
Edison International
EIX
$23.1B
$252M 0.06%
4,561,255
+162,336
WDC icon
310
Western Digital
WDC
$61.9B
$252M 0.06%
2,098,618
+187,619
TTWO icon
311
Take-Two Interactive
TTWO
$45.7B
$249M 0.06%
962,979
+47,181
NDAQ icon
312
Nasdaq
NDAQ
$54.5B
$248M 0.06%
2,809,452
+85,761
GEN icon
313
Gen Digital
GEN
$17B
$248M 0.06%
8,751,060
+166,703
ESS icon
314
Essex Property Trust
ESS
$16.6B
$247M 0.06%
921,282
-8,778
WAB icon
315
Wabtec
WAB
$37B
$247M 0.06%
1,230,060
+141,706
ROK icon
316
Rockwell Automation
ROK
$44.4B
$246M 0.06%
704,363
+14,498
KGC icon
317
Kinross Gold
KGC
$34.5B
$244M 0.05%
9,837,752
+2,456,163
FIS icon
318
Fidelity National Information Services
FIS
$34.2B
$244M 0.05%
3,702,445
+22,097
FICO icon
319
Fair Isaac
FICO
$41.5B
$241M 0.05%
160,862
-8,831
KVUE icon
320
Kenvue
KVUE
$32.6B
$240M 0.05%
14,785,925
+332,870
B
321
Barrick Mining
B
$75.5B
$240M 0.05%
7,291,740
+445,376
CLS icon
322
Celestica
CLS
$33.6B
$240M 0.05%
973,112
+229,542
HUM icon
323
Humana
HUM
$31.2B
$239M 0.05%
918,954
+20,126
DD icon
324
DuPont de Nemours
DD
$17.3B
$238M 0.05%
3,059,960
+217,727
NTAP icon
325
NetApp
NTAP
$22.2B
$237M 0.05%
2,000,096
+4,902