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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$124B
Cap. Flow
+$3.36B
Cap. Flow %
2.72%
Top 10 Hldgs %
15.43%
Holding
3,485
New
219
Increased
2,230
Reduced
339
Closed
132

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.46%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
QCOM icon
51
Qualcomm
QCOM
$173B
$436M 0.35% 7,897,041 +137,733 +2% +$7.61M
BKNG icon
52
Booking.com
BKNG
$181B
$435M 0.35% 232,684 +8,782 +4% +$16.4M
UPS icon
53
United Parcel Service
UPS
$74.1B
$431M 0.35% 3,898,556 +186,944 +5% +$20.7M
BRK.A icon
54
Berkshire Hathaway Class A
BRK.A
$1.09T
$430M 0.35% 1,688 -47 -3% -$12M
AVGO icon
55
Broadcom
AVGO
$1.4T
$424M 0.34% 1,820,770 +5,565 +0.3% +$1.3M
ABT icon
56
Abbott
ABT
$231B
$421M 0.34% 8,653,761 +103,404 +1% +$5.03M
LLY icon
57
Eli Lilly
LLY
$657B
$420M 0.34% 5,101,196 +136,660 +3% +$11.2M
ACN icon
58
Accenture
ACN
$162B
$417M 0.34% 3,374,211 +18,918 +0.6% +$2.34M
GS icon
59
Goldman Sachs
GS
$226B
$417M 0.34% 1,879,568 +29,086 +2% +$6.45M
USB icon
60
US Bancorp
USB
$76B
$416M 0.34% 8,011,017 -240,592 -3% -$12.5M
DUK icon
61
Duke Energy
DUK
$95.3B
$408M 0.33% 4,874,704 +147,323 +3% +$12.3M
SBUX icon
62
Starbucks
SBUX
$100B
$407M 0.33% 6,985,177 +229,758 +3% +$13.4M
NVDA icon
63
NVIDIA
NVDA
$4.25T
$403M 0.33% 2,788,147 +88,024 +3% +$12.7M
AGN
64
DELISTED
Allergan plc
AGN
$401M 0.32% 1,651,457 +43,015 +3% +$10.5M
TWX
65
DELISTED
Time Warner Inc
TWX
$398M 0.32% 3,962,756 +99,059 +3% +$9.95M
TXN icon
66
Texas Instruments
TXN
$184B
$391M 0.32% 5,089,028 +73,740 +1% +$5.67M
DD icon
67
DuPont de Nemours
DD
$32.2B
$387M 0.31% 6,137,066 +231,304 +4% +$14.6M
NKE icon
68
Nike
NKE
$114B
$384M 0.31% 6,513,216 +1,002,044 +18% +$59.1M
NEE icon
69
NextEra Energy, Inc.
NEE
$148B
$378M 0.31% 2,696,535 +43,647 +2% +$6.12M
COST icon
70
Costco
COST
$418B
$376M 0.3% 2,350,166 +134,846 +6% +$21.6M
TD icon
71
Toronto Dominion Bank
TD
$129B
$373M 0.3% 7,762,373 -152,373 -2% -$7.32M
ENB icon
72
Enbridge
ENB
$105B
$369M 0.3% 9,455,906 +277,301 +3% +$10.8M
SPG icon
73
Simon Property Group
SPG
$59B
$358M 0.29% 2,212,441 +36,206 +2% +$5.86M
WBA
74
DELISTED
Walgreens Boots Alliance
WBA
$356M 0.29% 4,550,856 +223,186 +5% +$17.5M
CB icon
75
Chubb
CB
$110B
$352M 0.28% 2,417,909 +93,487 +4% +$13.6M