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
$171B
AUM Growth
-$38.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,393
New
Increased
Reduced
Closed

Top Buys

1 +$197M
2 +$146M
3 +$131M
4
PLD icon
Prologis
PLD
+$130M
5
DLR icon
Digital Realty Trust
DLR
+$93.4M

Top Sells

1 +$187M
2 +$167M
3 +$111M
4
LPT
Liberty Property Trust
LPT
+$105M
5
ZAYO
Zayo Group Holdings, Inc.
ZAYO
+$25.3M

Sector Composition

1 Technology 21.16%
2 Healthcare 13.97%
3 Financials 13.29%
4 Consumer Discretionary 10.43%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$43.4M 0.03%
1,109,559
+21,877
552
$43.3M 0.03%
6,252,902
+197,223
553
$43.3M 0.03%
679,418
+64,352
554
$43.1M 0.03%
2,664,345
+184,234
555
$42.9M 0.03%
695,376
+81,032
556
$42.8M 0.03%
1,570,020
-14,823
557
$42.8M 0.03%
4,971,064
-169,717
558
$42M 0.02%
339,674
+32,595
559
$42M 0.02%
1,571,508
+33,083
560
$41.8M 0.02%
288,047
+16,392
561
$41.8M 0.02%
3,949,698
-167,751
562
$41.5M 0.02%
2,069,316
+132,761
563
$41.5M 0.02%
1,722,611
+7,860
564
$41.2M 0.02%
3,347,780
-49,737
565
$41.1M 0.02%
720,265
+27,874
566
$41M 0.02%
477,888
+26,123
567
$40.9M 0.02%
+805,460
568
$40.6M 0.02%
991,040
+107,538
569
$40.6M 0.02%
538,293
-1,347
570
$40.1M 0.02%
1,561,193
+224,906
571
$40M 0.02%
1,233,114
+353,635
572
$39.9M 0.02%
2,997,532
+15,918
573
$39.7M 0.02%
487,837
+2,351
574
$39.6M 0.02%
112,957
+3,754
575
$39.6M 0.02%
869,301
+12,259