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
$82.6B
AUM Growth
+$6.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,340
New
Increased
Reduced
Closed

Top Buys

1 +$38.3M
2 +$35.4M
3 +$33.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$21.9M
5
CVX icon
Chevron
CVX
+$17.1M

Top Sells

1 +$98.7M
2 +$80.6M
3 +$48.3M
4
NYX
NYSE EURONEXT INC
NYX
+$46.9M
5
ELN
ELAN CORP ADS(RP1 ORD4IRISH PN
ELN
+$28.1M

Sector Composition

1 Financials 16.86%
2 Technology 12.71%
3 Healthcare 12.35%
4 Energy 10.77%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$42.7M 0.05%
1,180,311
+32,616
402
$42.7M 0.05%
875,565
-6,512
403
$42.6M 0.05%
1,314,286
-73,859
404
$42.5M 0.05%
7,814,210
+161,450
405
$42.5M 0.05%
803,610
+58,816
406
$41.5M 0.05%
670,949
-27,033
407
$41.2M 0.05%
483,117
+2,927
408
$41.1M 0.05%
353,816
-1,660
409
$41M 0.05%
102,309,920
-3,328,600
410
$40.8M 0.05%
1,686,800
+63,322
411
$40.7M 0.05%
273,651
+1,159
412
$40.6M 0.05%
1,003,450
-34,219
413
$40.6M 0.05%
916,864
+7,291
414
$40.3M 0.05%
690,874
-33,028
415
$40.1M 0.05%
843,765
+5,335
416
$40.1M 0.05%
1,552,518
+119,712
417
$40M 0.05%
529,591
+14,161
418
$39.8M 0.05%
1,637,688
-9,838
419
$39.7M 0.05%
603,548
-5,683
420
$39.2M 0.05%
984,993
+4,609
421
$39.1M 0.05%
525,740
+5,758
422
$39M 0.05%
285,489
-4,506
423
$39M 0.05%
589,665
+12,081
424
$38.9M 0.05%
563,110
+12,268
425
$38.7M 0.05%
647,849
-31,499