Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BURL icon
551
Burlington
BURL
$19B
$82.8M 0.02%
286,664
-14,546
ELS icon
552
Equity Lifestyle Properties
ELS
$13.1B
$82.8M 0.02%
1,365,902
+161,210
BBY icon
553
Best Buy
BBY
$13.8B
$82.2M 0.02%
1,228,246
-432,778
BALL icon
554
Ball Corp
BALL
$16.6B
$81.8M 0.02%
1,544,402
-271,452
CPT icon
555
Camden Property Trust
CPT
$10.9B
$80.7M 0.02%
732,816
-118,698
FRT icon
556
Federal Realty Investment Trust
FRT
$9.19B
$80.4M 0.02%
797,561
+78,706
BABA icon
557
Alibaba
BABA
$317B
$79.6M 0.02%
543,026
-54,536
AMH icon
558
American Homes 4 Rent
AMH
$10.7B
$79.4M 0.02%
2,473,478
+271,107
CHRW icon
559
C.H. Robinson
CHRW
$21.6B
$78.3M 0.02%
487,038
+1,247
DECK icon
560
Deckers Outdoor
DECK
$14.8B
$77.8M 0.02%
750,891
-66,923
ZD icon
561
Ziff Davis
ZD
$1.52B
$77.8M 0.02%
2,213,212
-337,243
FWONK icon
562
Liberty Media Series C
FWONK
$21.1B
$77.7M 0.02%
788,804
-54,324
COO icon
563
Cooper Companies
COO
$14.8B
$76.9M 0.02%
937,729
-339,809
ORA icon
564
Ormat Technologies
ORA
$6.68B
$76.4M 0.02%
691,478
+86,000
JKHY icon
565
Jack Henry & Associates
JKHY
$12.4B
$75.3M 0.02%
412,396
-42,926
IFF icon
566
International Flavors & Fragrances
IFF
$18.7B
$74.7M 0.02%
1,108,938
-443,131
EMN icon
567
Eastman Chemical
EMN
$7.94B
$74.6M 0.02%
1,169,318
+43,429
CWEN icon
568
Clearway Energy Class C
CWEN
$4.59B
$74.6M 0.02%
2,243,631
+403,267
ALLE icon
569
Allegion
ALLE
$12.9B
$73.8M 0.02%
463,709
-33,007
H icon
570
Hyatt Hotels
H
$14.7B
$73.4M 0.02%
457,680
+34,434
DOW icon
571
Dow Inc
DOW
$24.6B
$73.2M 0.02%
3,130,452
-497,137
FCNCA icon
572
First Citizens BancShares
FCNCA
$22.8B
$73.1M 0.02%
34,082
-1,626
OTEX icon
573
Open Text
OTEX
$6.42B
$73M 0.02%
2,239,803
+29,001
RKLB icon
574
Rocket Lab Corp
RKLB
$40.6B
$72.8M 0.02%
1,043,737
+176,422
GRAB icon
575
Grab
GRAB
$16.2B
$72.5M 0.02%
14,521,528
-1,406,174