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
SW
426
Smurfit Westrock
SW
$18.3B
$144M 0.04%
3,345,760
-280,231
VLTO icon
427
Veralto
VLTO
$24.5B
$144M 0.04%
1,425,408
-342,923
AER icon
428
AerCap
AER
$23.2B
$143M 0.04%
1,226,105
-45,740
DOC icon
429
Healthpeak Properties
DOC
$12.2B
$143M 0.04%
8,190,236
-3,079,490
LNT icon
430
Alliant Energy
LNT
$17.3B
$143M 0.04%
2,368,752
+149,679
B
431
Barrick Mining
B
$61.5B
$142M 0.04%
6,846,364
-178,132
TPL icon
432
Texas Pacific Land
TPL
$22.7B
$142M 0.04%
134,173
+16,094
NTR icon
433
Nutrien
NTR
$28.5B
$141M 0.04%
2,424,243
-80,821
DRI icon
434
Darden Restaurants
DRI
$20.4B
$140M 0.03%
642,484
-10,127
FFIV icon
435
F5
FFIV
$13.8B
$139M 0.03%
471,011
+36,375
ADM icon
436
Archer Daniels Midland
ADM
$28.3B
$138M 0.03%
2,608,445
-328,979
TSN icon
437
Tyson Foods
TSN
$19.2B
$137M 0.03%
2,450,412
-34,465
CCL icon
438
Carnival Corp
CCL
$34.3B
$137M 0.03%
4,854,314
+315,193
ZBH icon
439
Zimmer Biomet
ZBH
$17.9B
$136M 0.03%
1,492,599
-220,020
SUI icon
440
Sun Communities
SUI
$15.5B
$136M 0.03%
1,072,910
+49,716
PNR icon
441
Pentair
PNR
$17.5B
$136M 0.03%
1,320,636
-373,733
BXP icon
442
Boston Properties
BXP
$11.2B
$134M 0.03%
1,991,819
-29,816
RF icon
443
Regions Financial
RF
$21.9B
$134M 0.03%
5,712,562
-166,670
UDR icon
444
UDR
UDR
$11.4B
$134M 0.03%
3,276,535
+189,694
FDS icon
445
Factset
FDS
$10.4B
$133M 0.03%
297,644
+2,635
EL icon
446
Estee Lauder
EL
$32.4B
$132M 0.03%
1,637,650
+114,086
DGX icon
447
Quest Diagnostics
DGX
$20.9B
$132M 0.03%
733,605
-25,191
TDY icon
448
Teledyne Technologies
TDY
$23.7B
$130M 0.03%
253,564
+1,550
WTRG icon
449
Essential Utilities
WTRG
$11.3B
$130M 0.03%
3,488,920
+136,270
GIB icon
450
CGI
GIB
$19.2B
$129M 0.03%
1,234,768
-61,438
16 17
18
19 20