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
$186B
AUM Growth
+$10.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,532
New
Increased
Reduced
Closed

Top Buys

1 +$212M
2 +$127M
3 +$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Top Sells

1 +$164M
2 +$90.6M
3 +$56.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$53.6M
5
JPM icon
JPMorgan Chase
JPM
+$48M

Sector Composition

1 Technology 17.74%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
-13,060
3502
-1,319
3503
-16,408
3504
-3,936
3505
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3506
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3507
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3508
-161,462
3509
-3,002,525
3510
-198,748
3511
-388,114
3512
-5,880
3513
-4,769
3514
-1,837
3515
-73,851
3516
-6,574
3517
-4,663
3518
-1,694,531
3519
-39,177
3520
-4,963
3521
-69,079
3522
-18,893
3523
-233,062
3524
-256,652
3525
-4,259