Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Est. Return 24.44%
 

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
+24.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.9B
AUM Growth
+$3.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1 +$224M
2 +$61.5M
3 +$35.4M
4
SRE icon
Sempra
SRE
+$29.5M
5
NWSA icon
News Corp Class A
NWSA
+$26.7M

Top Sells

1 +$330M
2 +$219M
3 +$105M
4
AAPL icon
Apple
AAPL
+$72.2M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$61.4M

Sector Composition

1 Financials 16.64%
2 Technology 12.49%
3 Healthcare 12.4%
4 Energy 10.85%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$319M 0.42%
2,014,774
-19,743
52
$317M 0.42%
4,201,543
-57,734
53
$316M 0.42%
18,745,456
+302,435
54
$314M 0.41%
7,009,155
-37,262
55
$312M 0.41%
8,537,471
-82,657
56
$303M 0.4%
3,829,432
-17,449
57
$299M 0.39%
4,448,910
-90,260
58
$290M 0.38%
5,446,089
+87,073
59
$289M 0.38%
3,163,437
-7,816
60
$279M 0.37%
11,873,734
-162,892
61
$273M 0.36%
4,333,401
-20,161
62
$273M 0.36%
3,546,152
-93,840
63
$265M 0.35%
8,435,585
+132,720
64
$264M 0.35%
1,892,401
-20,490
65
$251M 0.33%
3,011,672
+26,057
66
$251M 0.33%
5,273,221
-91,926
67
$250M 0.33%
3,742,396
+173,434
68
$246M 0.32%
1,019,803
-2,259
69
$243M 0.32%
4,372,685
-40,140
70
$242M 0.32%
4,074,224
-61,371
71
$241M 0.32%
4,520,979
-45,631
72
$239M 0.32%
2,292,460
-6,854
73
$238M 0.31%
6,187,996
-83,938
74
$235M 0.31%
7,070,969
+70,017
75
$234M 0.31%
9,163,697
-65,122