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
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$43.6M 0.01%
361,939
-31,295
652
$43.5M 0.01%
195,347
-16,518
653
$43.4M 0.01%
184,611
+5,490
654
$42.9M 0.01%
356,236
-17,634
655
$42.6M 0.01%
72,870
+6,965
656
$42.5M 0.01%
105,926
-6,308
657
$41.6M 0.01%
916,198
+15,906
658
$41.3M 0.01%
1,094,143
+465,460
659
$41.3M 0.01%
+320,714
660
$41.2M 0.01%
1,269,109
-37,151
661
$40.7M 0.01%
960,623
-42,417
662
$40.5M 0.01%
117,193
-4,463
663
$40.2M 0.01%
382,297
+6,769
664
$40M 0.01%
1,115,986
+11,611
665
$39.3M 0.01%
2,096,891
-19,006
666
$39.2M 0.01%
1,727,219
-79,002
667
$39.1M 0.01%
399,121
-4,528
668
$38.9M 0.01%
3,554,761
-401,593
669
$38.6M 0.01%
544,052
-178,539
670
$38.6M 0.01%
377,264
-6,495
671
$38.5M 0.01%
1,445,880
-8,689
672
$38.2M 0.01%
782,179
-17,346
673
$38.1M 0.01%
2,705,616
-339,671
674
$38M 0.01%
3,306,134
-26,281
675
$37.8M 0.01%
1,101,114
-20,830