Legal & General Group

Legal & General Group Portfolio holdings

AUM $446B
1-Year Est. Return 28%
 

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
+28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.3B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$52.4M
3 +$40.1M
4
WY icon
Weyerhaeuser
WY
+$37.7M
5
EXR icon
Extra Space Storage
EXR
+$35.5M

Top Sells

1 +$162M
2 +$140M
3 +$136M
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$45.3M
5
PRE
PARTNERRE LTD
PRE
+$40.8M

Sector Composition

1 Financials 15.33%
2 Technology 13.14%
3 Healthcare 12.88%
4 Communication Services 10.05%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$2.95M ﹤0.01%
91,817
-414
827
$2.91M ﹤0.01%
61,605
-12,784
828
$2.91M ﹤0.01%
105,028
+40,000
829
$2.89M ﹤0.01%
8,833
+655
830
$2.82M ﹤0.01%
24,896
-3,540
831
$2.81M ﹤0.01%
26,216
-3,005
832
$2.8M ﹤0.01%
96,930
-8,257
833
$2.8M ﹤0.01%
60,826
-10,662
834
$2.78M ﹤0.01%
84,177
+14,144
835
$2.76M ﹤0.01%
135,920
+10,654
836
$2.74M ﹤0.01%
162,235
+38,747
837
$2.73M ﹤0.01%
37,738
-7,528
838
$2.73M ﹤0.01%
71,567
-7,915
839
$2.72M ﹤0.01%
88,326
-10,176
840
$2.7M ﹤0.01%
86,579
+27,050
841
$2.69M ﹤0.01%
148,539
-32,709
842
$2.68M ﹤0.01%
55,254
-6,614
843
$2.67M ﹤0.01%
160,718
-29,058
844
$2.67M ﹤0.01%
69,537
-10,637
845
$2.66M ﹤0.01%
295,170
-6,500
846
$2.61M ﹤0.01%
130,270
+10,501
847
$2.6M ﹤0.01%
29,926
-4,603
848
$2.58M ﹤0.01%
93,900
-1,600
849
$2.58M ﹤0.01%
18,829
-1,345
850
$2.57M ﹤0.01%
53,139
-18,544