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
$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 +$47.3M
3 +$46.7M
4
DELL icon
Dell
DELL
+$43.9M
5
MAR icon
Marriott International
MAR
+$41.1M

Top Sells

1 +$242M
2 +$136M
3 +$62.2M
4
GE icon
GE Aerospace
GE
+$58.2M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$56.1M

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$73.2M 0.07%
1,011,710
+3,143
302
$72.4M 0.07%
1,510,925
-2,273
303
$72.1M 0.07%
1,084,597
+22,770
304
$71.9M 0.07%
1,396,184
+10,486
305
$71.2M 0.07%
602,895
+426
306
$71.2M 0.07%
525,001
-7,038
307
$70.5M 0.07%
1,067,669
-2,001
308
$70.5M 0.07%
974,800
+5,819
309
$70M 0.07%
669,003
+13,489
310
$69.5M 0.07%
1,022,559
-14,522
311
$69.2M 0.07%
1,936,422
+29,961
312
$69M 0.07%
1,465,654
+409
313
$68.2M 0.07%
607,729
+11,113
314
$67.7M 0.07%
1,138,722
+62,044
315
$67.5M 0.07%
1,608,346
+78,902
316
$67M 0.07%
878,849
-5,936
317
$66.6M 0.07%
1,738,869
+21,785
318
$66.5M 0.07%
1,443,123
-33,397
319
$66.1M 0.07%
6,984,210
-16,230
320
$66M 0.07%
1,832,706
+39,424
321
$65.3M 0.07%
+2,034,151
322
$65.3M 0.07%
859,045
+11,627
323
$64.8M 0.07%
1,580,926
-247,930
324
$64.6M 0.07%
1,696,466
-8,531
325
$64.5M 0.07%
817,003
+20,338