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
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$230M 0.07%
4,385,705
-229,565
302
$229M 0.07%
5,810,226
-348,074
303
$227M 0.07%
1,452,381
-43,860
304
$227M 0.07%
2,390,685
+14,907
305
$225M 0.06%
6,061,080
-151,115
306
$224M 0.06%
3,565,096
-174,116
307
$224M 0.06%
1,705,107
+853
308
$223M 0.06%
2,135,925
+1,955
309
$221M 0.06%
1,809,263
+22,172
310
$220M 0.06%
420,942
-11,031
311
$219M 0.06%
2,271,269
+44,257
312
$219M 0.06%
1,479,987
-91,050
313
$219M 0.06%
1,635,428
+15,924
314
$218M 0.06%
941,918
+6,548
315
$218M 0.06%
1,584,608
+17,900
316
$218M 0.06%
6,506,901
-626,119
317
$218M 0.06%
9,462,297
-8,817
318
$218M 0.06%
1,098,004
-27,583
319
$217M 0.06%
1,263,827
+17,566
320
$217M 0.06%
1,392,344
-16,919
321
$217M 0.06%
173,826
-2,834
322
$217M 0.06%
9,714,816
-930,174
323
$217M 0.06%
3,971,769
-95,683
324
$214M 0.06%
3,546,955
+53,326
325
$213M 0.06%
11,373,962
+1,897,466