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
+9.89%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$82.6B
AUM Growth
+$82.6B
Cap. Flow
+$2.73M
Cap. Flow %
0%
Top 10 Hldgs %
16.67%
Holding
1,340
New
55
Increased
659
Reduced
346
Closed
24

Sector Composition

1 Financials 16.86%
2 Technology 12.71%
3 Healthcare 12.35%
4 Energy 10.77%
5 Industrials 9.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DD icon
76
DuPont de Nemours
DD
$32.2B
$251M 0.3% 5,658,642 +45,922 +0.8% +$2.04M
BKNG icon
77
Booking.com
BKNG
$181B
$249M 0.3% 213,985 +1,242 +0.6% +$1.44M
SBUX icon
78
Starbucks
SBUX
$100B
$243M 0.29% 3,098,644 +4,646 +0.2% +$364K
COST icon
79
Costco
COST
$418B
$239M 0.29% 2,011,206 +12,931 +0.6% +$1.54M
LLY icon
80
Eli Lilly
LLY
$657B
$238M 0.29% 4,666,385 +34,853 +0.8% +$1.78M
EMC
81
DELISTED
EMC CORPORATION
EMC
$231M 0.28% 9,202,552 +38,855 +0.4% +$977K
TFCFA
82
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$229M 0.28% 6,515,291 -169,773 -3% -$5.97M
PSX icon
83
Phillips 66
PSX
$54B
$229M 0.28% 2,970,200 +83,624 +3% +$6.45M
WBA
84
DELISTED
Walgreens Boots Alliance
WBA
$226M 0.27% 3,936,936 -6,567 -0.2% -$377K
MET icon
85
MetLife
MET
$54.1B
$222M 0.27% 4,122,600 +40,729 +1% +$2.2M
EMR icon
86
Emerson Electric
EMR
$74.3B
$221M 0.27% 3,145,841 -31,027 -1% -$2.18M
SU icon
87
Suncor Energy
SU
$50.1B
$218M 0.26% 6,227,727 -4,349 -0.1% -$152K
LMT icon
88
Lockheed Martin
LMT
$106B
$217M 0.26% 1,456,470 +6,501 +0.4% +$966K
TXN icon
89
Texas Instruments
TXN
$184B
$214M 0.26% 4,880,425 -10,604 -0.2% -$466K
TJX icon
90
TJX Companies
TJX
$152B
$214M 0.26% 3,360,196 +81,607 +2% +$5.2M
DHR icon
91
Danaher
DHR
$147B
$213M 0.26% 2,758,995 -441 -0% -$34K
PNC icon
92
PNC Financial Services
PNC
$81.7B
$211M 0.26% 2,717,537 +112,765 +4% +$8.75M
SO icon
93
Southern Company
SO
$102B
$208M 0.25% 5,054,202 +186,854 +4% +$7.68M
GM icon
94
General Motors
GM
$55.8B
$207M 0.25% 5,071,535 +820,701 +19% +$33.5M
NKE icon
95
Nike
NKE
$114B
$206M 0.25% 2,621,463 +15,895 +0.6% +$1.25M
BLK icon
96
Blackrock
BLK
$175B
$205M 0.25% 647,311 +13,731 +2% +$4.34M
ENB icon
97
Enbridge
ENB
$105B
$204M 0.25% 4,675,458 +118,858 +3% +$5.19M
MS icon
98
Morgan Stanley
MS
$240B
$203M 0.25% 6,461,441 -305,399 -5% -$9.58M
PRU icon
99
Prudential Financial
PRU
$38.6B
$196M 0.24% 2,124,329 -15,464 -0.7% -$1.43M
TRP icon
100
TC Energy
TRP
$54.1B
$194M 0.24% 4,251,012 +148,634 +4% +$6.79M