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
$403B
AUM Growth
+$35.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,602
New
Increased
Reduced
Closed

Top Buys

1 +$342M
2 +$330M
3 +$288M
4
JNJ icon
Johnson & Johnson
JNJ
+$169M
5
AMRZ
Amrize Ltd
AMRZ
+$164M

Top Sells

1 +$1.01B
2 +$999M
3 +$296M
4
LLY icon
Eli Lilly
LLY
+$215M
5
AMZN icon
Amazon
AMZN
+$185M

Sector Composition

1 Technology 34.29%
2 Financials 13.54%
3 Consumer Discretionary 9.85%
4 Healthcare 9.21%
5 Communication Services 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
-8,126
3502
-866
3503
-2,225
3504
-32,760
3505
-4,748
3506
-1,074
3507
-1,600
3508
-6,579
3509
-1,678
3510
-52,961
3511
-79,575
3512
-962
3513
-10,925
3514
-5,053
3515
-4,219
3516
-3,960
3517
-1,892
3518
-1,527
3519
-297
3520
-2,133
3521
-13,020
3522
-7,665
3523
-1,184
3524
-5,956
3525
-2,233