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
$255B
AUM Growth
+$31.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,536
New
Increased
Reduced
Closed

Top Buys

1 +$288M
2 +$262M
3 +$161M
4
SCHW icon
Charles Schwab
SCHW
+$108M
5
AMZN icon
Amazon
AMZN
+$103M

Top Sells

1 +$86.7M
2 +$79.8M
3 +$70.9M
4
PFE icon
Pfizer
PFE
+$70.8M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$64.4M

Sector Composition

1 Technology 23.77%
2 Financials 12.8%
3 Healthcare 12.45%
4 Consumer Discretionary 12.23%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$77.4M 0.03%
1,057,314
-10,717
552
$77.3M 0.03%
2,057,688
-99,859
553
$77.1M 0.03%
1,870,801
-13,529
554
$77.1M 0.03%
1,804,184
+124,289
555
$76.2M 0.03%
699,719
+22,729
556
$75.9M 0.03%
652,132
-7,900
557
$75.6M 0.03%
1,595,281
-48,894
558
$74.9M 0.03%
638,147
-28,047
559
$73.9M 0.03%
198,260
+99,218
560
$73.6M 0.03%
934,132
-44,183
561
$73.4M 0.03%
444,749
-5,961
562
$72.5M 0.03%
3,304,588
-147,410
563
$72.2M 0.03%
7,409,513
-186,064
564
$72M 0.03%
846,146
-172,953
565
$71.7M 0.03%
195,807
+106,837
566
$71.2M 0.03%
2,410,346
-25,617
567
$70.9M 0.03%
1,467,634
-19,212
568
$70.7M 0.03%
2,078,958
+247,708
569
$70.1M 0.03%
818,139
+13,252
570
$70.1M 0.03%
2,406,920
-220,191
571
$70M 0.03%
307,622
+156,598
572
$69.4M 0.03%
1,058,833
-16,401
573
$69.4M 0.03%
1,434,571
+90,961
574
$69.3M 0.03%
406,356
-2,275
575
$69.2M 0.03%
2,048,401
-27,822