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
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$712M
3 +$487M
4
META icon
Meta Platforms (Facebook)
META
+$410M
5
AMZN icon
Amazon
AMZN
+$362M

Top Sells

1 +$483M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$103M

Sector Composition

1 Technology 35.51%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DG icon
451
Dollar General
DG
$30.1B
$137M 0.03%
1,327,667
+48,764
GPN icon
452
Global Payments
GPN
$19.4B
$136M 0.03%
1,641,968
+43,783
EVRG icon
453
Evergy
EVRG
$16.9B
$136M 0.03%
1,792,729
-41,557
CDW icon
454
CDW
CDW
$18.6B
$136M 0.03%
853,907
+15,471
BEPC icon
455
Brookfield Renewable
BEPC
$6.76B
$136M 0.03%
3,944,804
+117,058
LYV icon
456
Live Nation Entertainment
LYV
$32.2B
$135M 0.03%
824,118
+35,687
BAM icon
457
Brookfield Asset Management
BAM
$84.2B
$135M 0.03%
2,365,709
+2,285,077
L icon
458
Loews
L
$21.9B
$135M 0.03%
1,340,867
+4,792
PFG icon
459
Principal Financial Group
PFG
$19.6B
$134M 0.03%
1,615,616
+33,490
HUBB icon
460
Hubbell
HUBB
$23.1B
$134M 0.03%
310,745
-838
WST icon
461
West Pharmaceutical
WST
$19.3B
$133M 0.03%
508,565
+9,643
SNA icon
462
Snap-on
SNA
$18B
$133M 0.03%
383,712
+3,239
WAT icon
463
Waters Corp
WAT
$22.4B
$132M 0.03%
438,706
+22,289
SUI icon
464
Sun Communities
SUI
$15.2B
$131M 0.03%
1,015,532
-57,378
J icon
465
Jacobs Solutions
J
$15.8B
$131M 0.03%
873,675
-985
PTC icon
466
PTC
PTC
$21B
$130M 0.03%
641,037
-9,043
PNR icon
467
Pentair
PNR
$16.9B
$129M 0.03%
1,167,354
-153,282
LQD icon
468
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.6B
$129M 0.03%
1,154,925
+1,139,857
KIM icon
469
Kimco Realty
KIM
$13.7B
$128M 0.03%
5,880,943
-189,865
HOLX icon
470
Hologic
HOLX
$16.7B
$128M 0.03%
1,893,856
+28,516
CLX icon
471
Clorox
CLX
$12.1B
$128M 0.03%
1,034,295
+26,381
IBKR icon
472
Interactive Brokers
IBKR
$28B
$127M 0.03%
1,848,697
+86,853
CPNG icon
473
Coupang
CPNG
$41.4B
$126M 0.03%
3,924,466
+135,227
BBY icon
474
Best Buy
BBY
$15B
$126M 0.03%
1,661,024
+5,130
DRI icon
475
Darden Restaurants
DRI
$22.4B
$125M 0.03%
655,579
+13,095