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
$380B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1
+$1.79B
2
+$1.21B
3
+$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Top Sells

1
+$140M
2
+$115M
3
+$114M
4
COST icon
Costco
COST
+$109M
5
FLUT icon
Flutter Entertainment
FLUT
+$108M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16B 0.31%
4,713,530
-138,062
52
$1.13B 0.3%
2,188,924
-12,575
53
$1.1B 0.29%
37,861,942
+702,070
54
$1.1B 0.29%
4,043,666
-87,792
55
$1.09B 0.29%
2,228,326
+28,220
56
$1.09B 0.29%
2,193,060
-32,230
57
$1.08B 0.28%
11,253,268
+48,243
58
$1.07B 0.28%
2,723,383
-290,222
59
$1.06B 0.28%
1,195,735
+50,253
60
$1.06B 0.28%
3,910,510
-81,417
61
$1.06B 0.28%
48,097,205
+160,588
62
$1.03B 0.27%
24,698,456
-495,097
63
$1.02B 0.27%
4,401,755
-146,620
64
$1.01B 0.26%
8,055,286
-21,055
65
$973M 0.26%
17,231,429
-565,497
66
$963M 0.25%
3,795,903
-65,132
67
$955M 0.25%
5,587,188
+282,436
68
$940M 0.25%
223,100
-3,488
69
$935M 0.25%
1,797,895
+16,642
70
$933M 0.25%
11,138,559
-255,140
71
$913M 0.24%
7,127,541
-203,325
72
$905M 0.24%
12,041,247
-61,278
73
$886M 0.23%
1,905,312
-67,063
74
$873M 0.23%
10,693,720
+909,100
75
$872M 0.23%
918,527
-10,252
1 2
3
4 5