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
$88.5B
AUM Growth
+$6.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,846
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$127M
3 +$84.8M
4
SYF icon
Synchrony
SYF
+$83.6M
5
AMZN icon
Amazon
AMZN
+$80.6M

Top Sells

1 +$826M
2 +$121M
3 +$91.2M
4
SIAL
SIGMA - ALDRICH CORP
SIAL
+$75.7M
5
ALTR
Altera Corp
ALTR
+$62.5M

Sector Composition

1 Financials 16.44%
2 Healthcare 13.78%
3 Technology 12.76%
4 Communication Services 9.72%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$44.9M 0.05%
1,402,616
+98,473
402
$44.9M 0.05%
513,746
+21,374
403
$44.2M 0.05%
774,592
+66,561
404
$43.7M 0.05%
470,633
+4,368
405
$43.7M 0.05%
2,238,674
+95,511
406
$43.6M 0.05%
3,467,558
+153,781
407
$43.4M 0.05%
1,534,192
+83,679
408
$43.3M 0.05%
2,419,279
-67,727
409
$43.3M 0.05%
359,249
-39,160
410
$43.2M 0.05%
1,590,503
+51,583
411
$43.1M 0.05%
1,560,520
+84,673
412
$43M 0.05%
1,183,018
-18,146
413
$43M 0.05%
494,642
-20,438
414
$43M 0.05%
2,304,762
+79,520
415
$42.8M 0.05%
1,498,137
+28,843
416
$42.7M 0.05%
1,603,404
+43,178
417
$42.5M 0.05%
631,482
+29,905
418
$42.3M 0.05%
1,039,939
+5,023
419
$42.3M 0.05%
1,860,902
+91,871
420
$42.2M 0.05%
230,513
-452
421
$42.2M 0.05%
1,812,244
+96,564
422
$42.2M 0.05%
884,887
+12,699
423
$41.8M 0.05%
844,396
-19,579
424
$41.8M 0.05%
641,795
+61,327
425
$41.6M 0.05%
338,800
+25,331