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
326
$211M 0.06%
2,007,995
-43,760
327
$211M 0.06%
794,968
+306,646
328
$211M 0.06%
988,274
-162,080
329
$209M 0.06%
3,960,952
-34,340
330
$208M 0.06%
1,529,664
+17,033
331
$208M 0.06%
799,981
-15,777
332
$208M 0.06%
1,578,691
-26,962
333
$207M 0.06%
7,267,612
+173,637
334
$206M 0.06%
1,840,070
-42,500
335
$206M 0.06%
804,453
+498
336
$206M 0.06%
1,053,817
+15,253
337
$205M 0.06%
9,933,676
+114,090
338
$202M 0.06%
3,110,553
-15,726
339
$201M 0.06%
2,071,109
-60,874
340
$201M 0.06%
507,901
-13,368
341
$200M 0.06%
2,715,803
-151,174
342
$198M 0.06%
5,363,484
-198,466
343
$198M 0.06%
569,468
-11,731
344
$197M 0.06%
1,655,387
+22,137
345
$192M 0.06%
699,861
-5,938
346
$192M 0.06%
1,873,845
+24,003
347
$191M 0.06%
23,606
-996
348
$190M 0.05%
1,537,984
+57,699
349
$188M 0.05%
1,409,279
-48,270
350
$186M 0.05%
694,696
+3,812