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

Top Buys

1 +$415M
2 +$360M
3 +$328M
4
JNJ icon
Johnson & Johnson
JNJ
+$168M
5
EMA
Emera Inc
EMA
+$164M

Top Sells

1 +$1.14B
2 +$1.03B
3 +$296M
4
LLY icon
Eli Lilly
LLY
+$215M
5
AMZN icon
Amazon
AMZN
+$205M

Sector Composition

1 Technology 34.3%
2 Financials 13.54%
3 Consumer Discretionary 9.84%
4 Healthcare 9.21%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INDA icon
376
iShares MSCI India ETF
INDA
$9.53B
$181M 0.04%
3,246,988
-1,793,070
PPG icon
377
PPG Industries
PPG
$22B
$180M 0.04%
1,586,539
-31,249
LH icon
378
Labcorp
LH
$22.2B
$177M 0.04%
676,158
+20,621
IQV icon
379
IQVIA
IQV
$38.1B
$177M 0.04%
1,126,047
-39,092
FITB icon
380
Fifth Third Bancorp
FITB
$28.1B
$177M 0.04%
4,307,482
+7,817
CCJ icon
381
Cameco
CCJ
$37.4B
$176M 0.04%
2,374,375
-55,991
VMC icon
382
Vulcan Materials
VMC
$37.5B
$174M 0.04%
665,449
+5,323
NTRS icon
383
Northern Trust
NTRS
$24.4B
$173M 0.04%
1,366,178
-46,765
CG icon
384
Carlyle Group
CG
$19.2B
$173M 0.04%
3,366,980
+248,107
CINF icon
385
Cincinnati Financial
CINF
$25.9B
$171M 0.04%
1,148,600
-28,269
NI icon
386
NiSource
NI
$20.3B
$171M 0.04%
4,230,319
+119,802
TRMB icon
387
Trimble
TRMB
$18.3B
$168M 0.04%
2,215,602
+186,271
KHC icon
388
Kraft Heinz
KHC
$29.5B
$167M 0.04%
6,475,108
-316,933
DOV icon
389
Dover
DOV
$25B
$166M 0.04%
908,515
+19,351
HSY icon
390
Hershey
HSY
$36.1B
$166M 0.04%
1,000,046
-66,216
ULTA icon
391
Ulta Beauty
ULTA
$23.9B
$166M 0.04%
353,972
-41,519
ARE icon
392
Alexandria Real Estate Equities
ARE
$9.03B
$165M 0.04%
2,278,128
-100,692
EMA
393
Emera Inc
EMA
$14.6B
$164M 0.04%
+3,594,815
GDDY icon
394
GoDaddy
GDDY
$17.7B
$163M 0.04%
904,525
+70,436
AMRZ
395
Amrize Ltd
AMRZ
$27.5B
$162M 0.04%
+3,253,080
PBA icon
396
Pembina Pipeline
PBA
$21.9B
$162M 0.04%
4,314,026
-241,697
WPC icon
397
W.P. Carey
WPC
$14.8B
$159M 0.04%
2,551,251
+120,498
STE icon
398
Steris
STE
$25.6B
$158M 0.04%
658,135
+45,786
NRG icon
399
NRG Energy
NRG
$31.8B
$157M 0.04%
975,218
+19,997
EXPE icon
400
Expedia Group
EXPE
$32.8B
$156M 0.04%
923,626
-48,941