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
$82.6B
AUM Growth
+$6.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,340
New
Increased
Reduced
Closed

Top Buys

1 +$38.3M
2 +$35.4M
3 +$33.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$21.9M
5
CVX icon
Chevron
CVX
+$17.1M

Top Sells

1 +$98.7M
2 +$80.6M
3 +$48.3M
4
NYX
NYSE EURONEXT INC
NYX
+$46.9M
5
ELN
ELAN CORP ADS(RP1 ORD4IRISH PN
ELN
+$28.1M

Sector Composition

1 Financials 16.86%
2 Technology 12.71%
3 Healthcare 12.35%
4 Energy 10.77%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$364M 0.44%
3,993,993
+38,639
52
$349M 0.42%
6,845,657
+142,370
53
$349M 0.42%
4,637,504
-31,409
54
$348M 0.42%
1,961,750
-53,024
55
$347M 0.42%
8,589,581
+52,110
56
$333M 0.4%
3,822,903
-6,529
57
$329M 0.4%
3,135,504
-27,933
58
$317M 0.38%
5,452,078
+5,989
59
$297M 0.36%
3,519,120
-27,032
60
$296M 0.36%
8,388,559
-47,026
61
$289M 0.35%
18,723,620
-21,836
62
$285M 0.34%
1,018,502
-1,301
63
$280M 0.34%
4,193,971
-139,430
64
$275M 0.33%
7,166,885
+95,916
65
$273M 0.33%
11,816,307
-57,427
66
$273M 0.33%
21,451,111
-598,706
67
$270M 0.33%
4,381,650
+8,965
68
$270M 0.33%
1,884,250
-8,151
69
$267M 0.32%
2,942,496
-69,176
70
$267M 0.32%
3,868,022
+125,626
71
$265M 0.32%
5,357,912
+84,691
72
$264M 0.32%
2,267,106
-25,354
73
$263M 0.32%
4,033,668
-40,556
74
$262M 0.32%
3,731,113
+15,298
75
$258M 0.31%
4,503,949
-17,030