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
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$712M
3 +$487M
4
META icon
Meta Platforms (Facebook)
META
+$410M
5
AMZN icon
Amazon
AMZN
+$362M

Top Sells

1 +$483M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$103M

Sector Composition

1 Technology 35.51%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PPL icon
351
PPL Corp
PPL
$25.7B
$216M 0.05%
5,812,094
-73,162
MCHP icon
352
Microchip Technology
MCHP
$34.6B
$215M 0.05%
3,350,350
+33,449
IQV icon
353
IQVIA
IQV
$37.9B
$215M 0.05%
1,132,304
+6,257
SYY icon
354
Sysco
SYY
$35.9B
$213M 0.05%
2,583,174
-60,903
VMC icon
355
Vulcan Materials
VMC
$38.1B
$211M 0.05%
685,246
+19,797
CCJ icon
356
Cameco
CCJ
$38.1B
$208M 0.05%
2,483,216
+108,841
MTB icon
357
M&T Bank
MTB
$31.3B
$208M 0.05%
1,054,277
-83
MTD icon
358
Mettler-Toledo International
MTD
$28.4B
$208M 0.05%
169,256
+5,672
CMS icon
359
CMS Energy
CMS
$21.5B
$208M 0.05%
2,835,632
-61,642
GIS icon
360
General Mills
GIS
$26B
$207M 0.05%
4,111,787
+115,093
FE icon
361
FirstEnergy
FE
$25.8B
$207M 0.05%
4,520,183
-194,915
MAA icon
362
Mid-America Apartment Communities
MAA
$16B
$207M 0.05%
1,478,157
-32,429
AKAM icon
363
Akamai
AKAM
$12.7B
$207M 0.05%
2,726,273
-86,532
EXPE icon
364
Expedia Group
EXPE
$35B
$203M 0.05%
952,038
+28,412
ULTA icon
365
Ulta Beauty
ULTA
$26.4B
$202M 0.05%
369,434
+15,462
LH icon
366
Labcorp
LH
$20.9B
$198M 0.04%
689,581
+13,423
DTE icon
367
DTE Energy
DTE
$27B
$198M 0.04%
1,397,787
-9,895
FITB icon
368
Fifth Third Bancorp
FITB
$31.5B
$196M 0.04%
4,391,148
+83,666
CG icon
369
Carlyle Group
CG
$21.2B
$193M 0.04%
3,083,600
-283,380
HSY icon
370
Hershey
HSY
$38.2B
$192M 0.04%
1,024,635
+24,589
NTRS icon
371
Northern Trust
NTRS
$26.2B
$190M 0.04%
1,414,595
+48,417
EMA
372
Emera Inc
EMA
$14.6B
$190M 0.04%
3,965,284
+370,469
K
373
DELISTED
Kellanova
K
$190M 0.04%
2,317,919
-114,569
EFX icon
374
Equifax
EFX
$26.9B
$189M 0.04%
737,941
+32,147
VRSN icon
375
VeriSign
VRSN
$22.7B
$189M 0.04%
675,608
+11,440