Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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 Return
+2.46%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$72.4B
AUM Growth
Cap. Flow
+$72.4B
Cap. Flow %
100%
Top 10 Hldgs %
16.51%
Holding
1,272
New
1,272
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.71%
2 Technology 12.55%
3 Healthcare 12.36%
4 Energy 10.72%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UNH icon
51
UnitedHealth
UNH
$281B
$303M 0.42% +4,630,225 New +$303M
AIG icon
52
American International
AIG
$45.1B
$293M 0.4% +6,549,050 New +$293M
ABBV icon
53
AbbVie
ABBV
$372B
$291M 0.4% +7,046,417 New +$291M
HON icon
54
Honeywell
HON
$139B
$291M 0.4% +3,667,499 New +$291M
F icon
55
Ford
F
$46.8B
$285M 0.39% +18,443,021 New +$285M
SPG icon
56
Simon Property Group
SPG
$59B
$284M 0.39% +1,799,521 New +$284M
UPS icon
57
United Parcel Service
UPS
$74.1B
$274M 0.38% +3,171,253 New +$274M
BNS icon
58
Scotiabank
BNS
$77.6B
$265M 0.37% +4,979,564 New +$265M
EBAY icon
59
eBay
EBAY
$41.4B
$262M 0.36% +5,065,920 New +$262M
MA icon
60
Mastercard
MA
$538B
$261M 0.36% +453,917 New +$261M
CAT icon
61
Caterpillar
CAT
$196B
$246M 0.34% +2,985,615 New +$246M
ABT icon
62
Abbott
ABT
$231B
$244M 0.34% +7,000,952 New +$244M
HPQ icon
63
HP
HPQ
$26.7B
$243M 0.34% +9,797,630 New +$243M
TWX
64
DELISTED
Time Warner Inc
TWX
$241M 0.33% +4,174,077 New +$241M
DUK icon
65
Duke Energy
DUK
$95.3B
$241M 0.33% +3,568,962 New +$241M
MDLZ icon
66
Mondelez International
MDLZ
$79.5B
$237M 0.33% +8,302,865 New +$237M
CL icon
67
Colgate-Palmolive
CL
$67.9B
$237M 0.33% +4,135,595 New +$237M
MDT icon
68
Medtronic
MDT
$119B
$235M 0.32% +4,566,610 New +$235M
ESRX
69
DELISTED
Express Scripts Holding Company
ESRX
$233M 0.32% +3,770,636 New +$233M
LLY icon
70
Eli Lilly
LLY
$657B
$228M 0.32% +4,650,011 New +$228M
MON
71
DELISTED
Monsanto Co
MON
$227M 0.31% +2,299,314 New +$227M
COST icon
72
Costco
COST
$418B
$221M 0.3% +1,996,443 New +$221M
DD
73
DELISTED
Du Pont De Nemours E I
DD
$220M 0.3% +4,190,717 New +$220M
BIIB icon
74
Biogen
BIIB
$19.4B
$220M 0.3% +1,022,062 New +$220M
LOW icon
75
Lowe's Companies
LOW
$145B
$219M 0.3% +5,365,147 New +$219M