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
$175B
AUM Growth
+$46.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,405
New
Increased
Reduced
Closed

Top Buys

1 +$1.06B
2 +$1.01B
3 +$910M
4
JNJ icon
Johnson & Johnson
JNJ
+$428M
5
JPM icon
JPMorgan Chase
JPM
+$382M

Top Sells

1 +$309M
2 +$260M
3 +$157M
4
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$121M
5
SCG
Scana
SCG
+$62.3M

Sector Composition

1 Technology 17.64%
2 Financials 15.01%
3 Healthcare 13.13%
4 Consumer Discretionary 10.52%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$63.2M 0.04%
1,944,752
+251,870
502
$63.1M 0.04%
2,223,347
+387,707
503
$63M 0.04%
2,590,594
+666,788
504
$62.8M 0.04%
1,448,645
+170,628
505
$62.1M 0.04%
998,254
+150,390
506
$61.9M 0.04%
1,037,135
+212,889
507
$61.8M 0.04%
455,325
+68,129
508
$61.3M 0.04%
1,080,625
+234,092
509
$61.2M 0.04%
1,726,787
+353,734
510
$61.2M 0.03%
3,399,371
+580,694
511
$60.7M 0.03%
598,316
+124,234
512
$60.6M 0.03%
2,521,420
+344,288
513
$60.5M 0.03%
1,129,359
+220,294
514
$60.5M 0.03%
292,145
+52,892
515
$60.4M 0.03%
640,509
+79,216
516
$60.4M 0.03%
1,254,987
+182,151
517
$60.4M 0.03%
595,974
+101,840
518
$59.8M 0.03%
501,057
+105,939
519
$59.4M 0.03%
2,566,222
+591,769
520
$59.1M 0.03%
1,358,749
+302,627
521
$59M 0.03%
1,407,000
+807,500
522
$58.5M 0.03%
793,227
+358,946
523
$58.3M 0.03%
1,654,266
+374,801
524
$58.1M 0.03%
370,560
+245,248
525
$57.8M 0.03%
581,739
+114,214