Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Est. Return 24.44%
 

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
+24.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.9B
AUM Growth
+$3.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1 +$224M
2 +$61.5M
3 +$35.4M
4
SRE icon
Sempra
SRE
+$29.5M
5
NWSA icon
News Corp Class A
NWSA
+$26.7M

Top Sells

1 +$330M
2 +$219M
3 +$105M
4
AAPL icon
Apple
AAPL
+$72.2M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$61.4M

Sector Composition

1 Financials 16.64%
2 Technology 12.49%
3 Healthcare 12.4%
4 Energy 10.85%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$511M 0.67%
7,589,871
+84,220
27
$511M 0.67%
5,784,735
-19,300
28
$507M 0.67%
6,679,262
-97,706
29
$502M 0.66%
7,783,877
-86,425
30
$495M 0.65%
31,638,880
-462,800
31
$467M 0.61%
6,872,902
-4,330
32
$445M 0.59%
4,619,197
-3,082
33
$421M 0.55%
18,641,856
-140,412
34
$419M 0.55%
8,765,648
-151,808
35
$418M 0.55%
6,013,586
+98,966
36
$412M 0.54%
6,556,212
-18,259
37
$392M 0.52%
6,112,277
+42,283
38
$381M 0.5%
3,399,578
-80,689
39
$375M 0.49%
2,203
-22
40
$363M 0.48%
7,226,017
+243,760
41
$357M 0.47%
3,578,227
-41,390
42
$356M 0.47%
3,025,603
+7,591
43
$355M 0.47%
3,955,354
+10,280
44
$353M 0.46%
7,826,708
+96,380
45
$348M 0.46%
7,515,312
+16,727
46
$341M 0.45%
4,385,376
+110,466
47
$334M 0.44%
4,668,913
+38,688
48
$331M 0.44%
9,642,029
-62,357
49
$327M 0.43%
5,764,171
+73,072
50
$326M 0.43%
6,703,287
+154,237