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
$331B
AUM Growth
+$23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,635
New
Increased
Reduced
Closed

Top Buys

1 +$162M
2 +$136M
3 +$133M
4
VMW
VMware, Inc
VMW
+$115M
5
BIDU icon
Baidu
BIDU
+$84.5M

Top Sells

1 +$272M
2 +$251M
3 +$183M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$180M
5
AMZN icon
Amazon
AMZN
+$138M

Sector Composition

1 Technology 26.59%
2 Financials 12.79%
3 Healthcare 12.54%
4 Consumer Discretionary 11.03%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
-173,177
3602
-104,692
3603
-60,974
3604
-62,969
3605
-46,449
3606
-5,664
3607
-23,666
3608
-4,693
3609
-14,060
3610
-1,391
3611
-882
3612
-18,397
3613
-73,732
3614
-2,595
3615
-5,746
3616
-88,507
3617
-1,169
3618
-1,838,683
3619
-1,823
3620
-50,490
3621
-984
3622
-199,589
3623
-167,788
3624
-36,408
3625
-4,391