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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,422
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$201M
3 +$141M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
RYN icon
Rayonier
RYN
+$112M

Top Sells

1 +$605M
2 +$425M
3 +$412M
4
MSFT icon
Microsoft
MSFT
+$347M
5
CYBR
CyberArk
CYBR
+$238M

Sector Composition

1 Technology 32.6%
2 Financials 12.66%
3 Healthcare 10.78%
4 Communication Services 9.19%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INVH icon
426
Invitation Homes
INVH
$17.7B
$143M 0.03%
5,742,024
+6,069
FFIV icon
427
F5
FFIV
$22.3B
$142M 0.03%
490,494
+9,436
ILMN icon
428
Illumina
ILMN
$24.2B
$142M 0.03%
1,149,713
+21,044
CCL icon
429
Carnival Corporation Ltd
CCL
$38.4B
$141M 0.03%
5,443,236
+142,532
MAA icon
430
Mid-America Apartment Communities
MAA
$16.2B
$140M 0.03%
1,148,557
-72,774
L icon
431
Loews
L
$22B
$140M 0.03%
1,312,840
+35,134
ZBH icon
432
Zimmer Biomet
ZBH
$17.3B
$139M 0.03%
1,536,941
+2,925
GIS icon
433
General Mills
GIS
$18B
$138M 0.03%
3,709,918
-89,446
WTRG icon
434
Essential Utilities
WTRG
$10.6B
$137M 0.03%
3,408,848
-740,215
HUBB icon
435
Hubbell
HUBB
$25.7B
$137M 0.03%
279,435
-14,567
NRG icon
436
NRG Energy
NRG
$27.4B
$137M 0.03%
937,645
+24,713
DRI icon
437
Darden Restaurants
DRI
$23B
$137M 0.03%
696,348
+39,190
SUI icon
438
Sun Communities
SUI
$15.4B
$136M 0.03%
1,076,405
-4,180
MKL icon
439
Markel Group
MKL
$22.7B
$135M 0.03%
70,695
+1,738
EVRG icon
440
Evergy
EVRG
$19B
$135M 0.03%
1,646,473
-26,903
KIM icon
441
Kimco Realty
KIM
$17B
$135M 0.03%
5,991,792
-332,197
SNA icon
442
Snap-on
SNA
$20.1B
$135M 0.03%
370,637
+3,683
CNC icon
443
Centene
CNC
$32.7B
$134M 0.03%
4,094,482
-125,925
TDY icon
444
Teledyne Technologies
TDY
$28.7B
$134M 0.03%
221,543
-20,187
EME icon
445
Emcor
EME
$36.8B
$134M 0.03%
181,335
+12,010
EFX icon
446
Equifax
EFX
$20B
$134M 0.03%
742,807
+2,702
CVE icon
447
Cenovus Energy
CVE
$51.6B
$133M 0.03%
5,037,442
-160,688
BR icon
448
Broadridge
BR
$17.4B
$132M 0.03%
811,308
-44,302
MDB icon
449
MongoDB
MDB
$27.4B
$132M 0.03%
537,624
+13,359
VLTO icon
450
Veralto
VLTO
$21.2B
$132M 0.03%
1,487,546
+29,014