Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.93%
 

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
+27.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378B
AUM Growth
-$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,439
New
Increased
Reduced
Closed

Top Buys

1 +$300M
2 +$280M
3 +$263M
4
SPOT icon
Spotify
SPOT
+$185M
5
MSFT icon
Microsoft
MSFT
+$158M

Top Sells

1 +$880M
2 +$847M
3 +$301M
4
AVGO icon
Broadcom
AVGO
+$283M
5
UNH icon
UnitedHealth
UNH
+$259M

Sector Composition

1 Technology 33.86%
2 Financials 13.2%
3 Consumer Discretionary 10.31%
4 Healthcare 10.03%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
-41,610
3402
-52,830
3403
-53,017
3404
-1,143
3405
-5,000
3406
-203,935
3407
-22,905
3408
-220,777
3409
-809,667
3410
-44,545
3411
-881,174
3412
-227,811
3413
-4,768
3414
-3,104,875
3415
-34,470
3416
-253,942
3417
-66,972
3418
-10,581
3419
-62,215
3420
-65,172
3421
-111,274
3422
-3,456
3423
-470,577
3424
-142,992
3425
-4,891