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
$82B
AUM Growth
-$3.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,844
New
Increased
Reduced
Closed

Top Buys

1 +$183M
2 +$169M
3 +$143M
4
AAPL icon
Apple
AAPL
+$114M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$81.9M

Top Sells

1 +$204M
2 +$189M
3 +$145M
4
BAX icon
Baxter International
BAX
+$67.3M
5
NI icon
NiSource
NI
+$65.1M

Sector Composition

1 Financials 16.64%
2 Healthcare 13.73%
3 Technology 12.84%
4 Communication Services 9.14%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$590M 0.72%
6,003,971
+214,674
27
$564M 0.69%
21,488,374
+739,302
28
$558M 0.68%
8,015,609
+383,874
29
$536M 0.65%
6,762,277
+198,765
30
$521M 0.63%
4,488,937
+246,300
31
$510M 0.62%
17,926,182
+454,478
32
$491M 0.6%
22,740,912
+733,944
33
$491M 0.6%
13,583,395
+235,688
34
$486M 0.59%
5,036,258
+267,020
35
$466M 0.57%
8,559,528
+178,979
36
$440M 0.54%
4,463,081
+188,063
37
$439M 0.53%
7,410,483
+294,001
38
$434M 0.53%
3,136,968
+98,301
39
$400M 0.49%
7,354,798
+197,847
40
$392M 0.48%
4,683,119
+135,096
41
$370M 0.45%
3,123,720
+95,130
42
$365M 0.44%
1,867
+21
43
$361M 0.44%
6,723,748
+116,150
44
$361M 0.44%
5,233,354
+140,809
45
$356M 0.43%
3,952,666
+167,311
46
$349M 0.43%
6,146,381
+444,905
47
$348M 0.42%
3,215,692
+88,835
48
$338M 0.41%
6,134,664
+119,363
49
$337M 0.41%
5,933,917
+22,952
50
$332M 0.4%
2,536,248
+55,421