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
$140B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,435
New
Increased
Reduced
Closed

Top Buys

1 +$69.6M
2 +$53.9M
3 +$53M
4
ABMD
Abiomed Inc
ABMD
+$47M
5
EVRG icon
Evergy
EVRG
+$46.1M

Top Sells

1 +$110M
2 +$72.4M
3 +$65.6M
4
UPS icon
United Parcel Service
UPS
+$33.1M
5
RY icon
Royal Bank of Canada
RY
+$32.5M

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$506M 0.36%
4,711,220
+31,617
52
$502M 0.36%
8,093,625
+121,647
53
$492M 0.35%
4,581,683
+72,918
54
$487M 0.35%
6,766,004
-182,345
55
$486M 0.35%
8,059,780
+60,027
56
$476M 0.34%
2,991,936
+78,303
57
$474M 0.34%
6,143,321
+10,240
58
$474M 0.34%
11,313,672
+145,436
59
$469M 0.34%
1,464
-18
60
$466M 0.33%
5,291,027
+101,833
61
$455M 0.33%
8,418,086
+187,379
62
$451M 0.32%
1,847,206
+70,872
63
$443M 0.32%
5,627,981
+43,405
64
$440M 0.31%
17,823,390
+534,940
65
$437M 0.31%
3,806,064
-42,716
66
$433M 0.31%
4,932,083
+22,455
67
$428M 0.31%
5,530,848
+71,535
68
$420M 0.3%
2,378,949
+8,351
69
$415M 0.3%
5,178,923
-405,206
70
$414M 0.3%
5,179,567
+142,051
71
$413M 0.3%
208,402
+402
72
$398M 0.28%
2,738,220
+16,232
73
$392M 0.28%
2,568,787
+50,694
74
$389M 0.28%
6,391,613
+88,060
75
$379M 0.27%
6,249,480
-533,622