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
$118B
AUM Growth
+$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,325
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$132M
3 +$97M
4
MSFT icon
Microsoft
MSFT
+$93.3M
5
XOM icon
Exxon Mobil
XOM
+$74.8M

Top Sells

1 +$159M
2 +$105M
3 +$69.9M
4
HAR
Harman International Industries
HAR
+$33.4M
5
XRX icon
Xerox
XRX
+$20.3M

Sector Composition

1 Financials 16.7%
2 Technology 14.75%
3 Healthcare 12.91%
4 Communication Services 9.31%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$86.5M 0.07%
3,670,187
+226,997
302
$86.2M 0.07%
1,955,063
+31,012
303
$86.2M 0.07%
3,733,906
+160,746
304
$85.5M 0.07%
782,465
+35,924
305
$84.9M 0.07%
2,235,060
+116,928
306
$84.9M 0.07%
661,173
+36,712
307
$84.3M 0.07%
1,808,280
+138,349
308
$84.2M 0.07%
2,159,669
+86,371
309
$84.1M 0.07%
949,700
-5,210
310
$83.2M 0.07%
848,668
+21,616
311
$82.5M 0.07%
2,057,005
+59,397
312
$82.1M 0.07%
1,046,938
+70,817
313
$81.8M 0.07%
2,570,542
+125,376
314
$81.6M 0.07%
611,351
+40,553
315
$81.6M 0.07%
1,386,743
+74,037
316
$81.6M 0.07%
1,935,953
+123,090
317
$81.3M 0.07%
5,143,835
-86,083
318
$81.2M 0.07%
1,191,512
+95,408
319
$81.2M 0.07%
1,535,749
+78,629
320
$81.1M 0.07%
2,136,576
+53,076
321
$80.5M 0.07%
780,214
+47,606
322
$79.2M 0.07%
1,586,940
+87,336
323
$78.8M 0.07%
575,961
+23,905
324
$78.4M 0.07%
635,941
+25,406
325
$78.1M 0.07%
273,980
+11,621