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
$207B
AUM Growth
+$35.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1 +$169M
2 +$155M
3 +$127M
4
BLK icon
Blackrock
BLK
+$110M
5
BABA icon
Alibaba
BABA
+$109M

Top Sells

1 +$372M
2 +$235M
3 +$143M
4
MSFT icon
Microsoft
MSFT
+$90.5M
5
MCD icon
McDonald's
MCD
+$56.1M

Sector Composition

1 Technology 22.87%
2 Healthcare 13.29%
3 Financials 12.68%
4 Consumer Discretionary 11.36%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
-4,046
3477
-13,463
3478
-374,446
3479
-110,185
3480
-226,016
3481
-45,783
3482
-1,258
3483
-8,927
3484
-10,621
3485
-66,647
3486
-54,661
3487
-243,658
3488
-209,830
3489
-3,423
3490
-11,734
3491
-163,533
3492
-786,497
3493
-246
3494
-4,993
3495
-6,736
3496
-3,400
3497
-972
3498
-2,855
3499
-5,519
3500
-22