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
+14.72%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$175B
AUM Growth
+$175B
Cap. Flow
+$28.8B
Cap. Flow %
16.44%
Top 10 Hldgs %
16.65%
Holding
3,405
New
23
Increased
2,378
Reduced
227
Closed
58

Sector Composition

1 Technology 17.64%
2 Financials 15.01%
3 Healthcare 13.13%
4 Consumer Discretionary 10.52%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NEE icon
51
NextEra Energy, Inc.
NEE
$148B
$677M 0.39% 3,501,814 +490,536 +16% +$94.8M
PYPL icon
52
PayPal
PYPL
$67.1B
$676M 0.39% 6,507,360 +1,252,558 +24% +$130M
TMO icon
53
Thermo Fisher Scientific
TMO
$186B
$672M 0.38% 2,454,264 +476,994 +24% +$131M
CRM icon
54
Salesforce
CRM
$245B
$666M 0.38% 4,208,081 +940,548 +29% +$149M
AMT icon
55
American Tower
AMT
$95.5B
$666M 0.38% 3,378,252 +541,961 +19% +$107M
NKE icon
56
Nike
NKE
$114B
$658M 0.38% 7,819,035 +1,324,657 +20% +$112M
TXN icon
57
Texas Instruments
TXN
$184B
$640M 0.37% 6,030,847 +1,131,281 +23% +$120M
NVDA icon
58
NVIDIA
NVDA
$4.24T
$627M 0.36% 3,493,873 +665,676 +24% +$119M
RTX icon
59
RTX Corp
RTX
$212B
$607M 0.35% 4,708,164 +840,154 +22% +$108M
SBUX icon
60
Starbucks
SBUX
$100B
$588M 0.34% 7,916,523 +1,371,523 +21% +$102M
MO icon
61
Altria Group
MO
$113B
$576M 0.33% 10,022,262 +1,879,430 +23% +$108M
LIN icon
62
Linde
LIN
$224B
$565M 0.32% 3,234,867 +769,302 +31% +$134M
DUK icon
63
Duke Energy
DUK
$95.3B
$555M 0.32% 6,162,213 +816,031 +15% +$73.4M
LOW icon
64
Lowe's Companies
LOW
$145B
$541M 0.31% 4,943,553 +849,615 +21% +$93M
GE icon
65
GE Aerospace
GE
$292B
$541M 0.31% 54,163,094 +9,967,073 +23% +$99.6M
ENB icon
66
Enbridge
ENB
$105B
$527M 0.3% 14,540,862 +2,583,789 +22% +$93.6M
DHR icon
67
Danaher
DHR
$147B
$522M 0.3% 3,958,060 +721,601 +22% +$95.3M
SPG icon
68
Simon Property Group
SPG
$59B
$514M 0.29% 2,820,152 +384,364 +16% +$70M
GILD icon
69
Gilead Sciences
GILD
$140B
$509M 0.29% 7,825,424 +1,273,193 +19% +$82.8M
RY icon
70
Royal Bank of Canada
RY
$205B
$499M 0.29% 6,614,011 +1,360,541 +26% +$103M
ELV icon
71
Elevance Health
ELV
$71.8B
$493M 0.28% 1,719,539 +289,561 +20% +$83.1M
BMY icon
72
Bristol-Myers Squibb
BMY
$96B
$485M 0.28% 10,174,373 +1,605,928 +19% +$76.6M
COP icon
73
ConocoPhillips
COP
$124B
$483M 0.28% 7,242,040 +1,406,840 +24% +$93.9M
D icon
74
Dominion Energy
D
$51.1B
$483M 0.28% 6,304,023 +1,666,214 +36% +$128M
BKNG icon
75
Booking.com
BKNG
$181B
$480M 0.27% 275,053 +51,066 +23% +$89.1M