Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,422
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$201M
3 +$141M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
RYN icon
Rayonier
RYN
+$112M

Top Sells

1 +$605M
2 +$425M
3 +$412M
4
MSFT icon
Microsoft
MSFT
+$347M
5
CYBR
CyberArk
CYBR
+$238M

Sector Composition

1 Technology 32.6%
2 Financials 12.66%
3 Healthcare 10.78%
4 Communication Services 9.19%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ESS icon
326
Essex Property Trust
ESS
$18.3B
$219M 0.05%
902,919
-47,829
PAYX icon
327
Paychex
PAYX
$36B
$216M 0.05%
2,345,121
-110,314
XYL icon
328
Xylem
XYL
$26.1B
$216M 0.05%
1,803,686
-67,715
EXPE icon
329
Expedia Group
EXPE
$27.5B
$215M 0.05%
930,209
+13,379
AEE icon
330
Ameren
AEE
$30.2B
$214M 0.05%
1,951,000
-29,793
COIN icon
331
Coinbase
COIN
$40.2B
$214M 0.05%
1,224,714
+14,632
MCHP icon
332
Microchip Technology
MCHP
$47.9B
$212M 0.05%
3,282,693
-61,973
FIX icon
333
Comfort Systems
FIX
$64.9B
$212M 0.05%
153,779
+31,919
HSY icon
334
Hershey
HSY
$37.4B
$210M 0.05%
1,010,732
+8,816
OTIS icon
335
Otis Worldwide
OTIS
$27B
$209M 0.05%
2,713,920
-18,294
HAL icon
336
Halliburton
HAL
$32.7B
$209M 0.05%
5,348,770
-21,508
AKAM icon
337
Akamai
AKAM
$21.7B
$208M 0.05%
1,810,697
-445,486
PPL icon
338
PPL Corp
PPL
$26.9B
$208M 0.05%
5,437,566
-105,703
XYZ
339
Block Inc
XYZ
$40.6B
$208M 0.05%
3,448,397
+334,158
CBOE icon
340
Cboe Global Markets
CBOE
$29.5B
$207M 0.05%
737,995
-52,013
MGA icon
341
Magna International
MGA
$18B
$207M 0.05%
3,712,275
+34,618
GEHC icon
342
GE HealthCare
GEHC
$29.4B
$206M 0.05%
2,893,076
+36,555
CHKP icon
343
Check Point Software Technologies
CHKP
$14.1B
$206M 0.05%
1,441,078
+14,997
CVNA icon
344
Carvana
CVNA
$47.6B
$206M 0.05%
3,270,975
+880
TTWO icon
345
Take-Two Interactive
TTWO
$39.8B
$205M 0.05%
1,036,086
+5,213
WAT icon
346
Waters Corp
WAT
$35.9B
$204M 0.05%
684,813
+251,131
WTW icon
347
Willis Towers Watson
WTW
$24.9B
$203M 0.05%
699,955
+9,745
FANG icon
348
Diamondback Energy
FANG
$54.2B
$203M 0.05%
1,026,169
+1,554
NTR icon
349
Nutrien
NTR
$32.3B
$202M 0.05%
2,687,051
-18,592
WCN
350
Waste Connections
WCN
$39.4B
$201M 0.05%
1,242,065
-46,401