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
651
$49.2M 0.02%
1,771,527
-70,262
652
$49.1M 0.02%
1,683,609
+34,736
653
$48.9M 0.02%
1,093,181
-52,548
654
$48.8M 0.02%
849,875
-11,300
655
$48.5M 0.02%
1,076,877
+79,645
656
$48.3M 0.02%
21,659
-363
657
$48M 0.02%
602,496
+24,865
658
$47.9M 0.02%
1,463,022
-864
659
$47.7M 0.02%
3,058,398
-75,849
660
$47.6M 0.02%
1,494,707
+11,565
661
$47.2M 0.02%
1,678,297
+316,773
662
$47.2M 0.02%
189,438
+15,824
663
$47.2M 0.02%
2,401,496
-132,601
664
$47.1M 0.02%
285,792
+10,102
665
$47.1M 0.02%
521,918
+12,859
666
$47M 0.02%
275,732
-13,104
667
$46.6M 0.02%
1,442,117
-39,143
668
$46.6M 0.02%
792,889
-30,800
669
$46.1M 0.02%
2,545,045
+36,462
670
$46.1M 0.02%
845,862
-32,187
671
$46.1M 0.02%
192,565
+125,633
672
$46M 0.02%
458,711
+355
673
$46M 0.02%
3,904,658
+170,368
674
$45.5M 0.02%
1,330,058
+143,955
675
$45.5M 0.02%
456,272
-31,867