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
$75.9B
AUM Growth
+$3.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1 +$224M
2 +$61.5M
3 +$35.4M
4
SRE icon
Sempra
SRE
+$29.5M
5
NWSA icon
News Corp Class A
NWSA
+$26.7M

Top Sells

1 +$330M
2 +$219M
3 +$105M
4
AAPL icon
Apple
AAPL
+$72.2M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$61.4M

Sector Composition

1 Financials 16.64%
2 Technology 12.49%
3 Healthcare 12.4%
4 Energy 10.85%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$813K ﹤0.01%
10,623
+703
1002
$806K ﹤0.01%
15,666
+1,500
1003
$803K ﹤0.01%
14,756
+8,092
1004
$803K ﹤0.01%
24,155
+485
1005
$801K ﹤0.01%
38,945
1006
$801K ﹤0.01%
44,972
+3,771
1007
$801K ﹤0.01%
17,635
+1,298
1008
$800K ﹤0.01%
42,944
+3,323
1009
$798K ﹤0.01%
11,543
+6,210
1010
$798K ﹤0.01%
133,546
+54,255
1011
$795K ﹤0.01%
37,096
+10,023
1012
$788K ﹤0.01%
20,679
+1,713
1013
$783K ﹤0.01%
22,377
1014
$782K ﹤0.01%
24,062
1015
$780K ﹤0.01%
19,554
+1,768
1016
$780K ﹤0.01%
39,230
1017
$775K ﹤0.01%
27,590
+1,704
1018
$769K ﹤0.01%
19,651
+1,612
1019
$767K ﹤0.01%
129,430
1020
$764K ﹤0.01%
162,916
+9,748
1021
$762K ﹤0.01%
18,535
+9,493
1022
$753K ﹤0.01%
59,944
+4,761
1023
$751K ﹤0.01%
53,044
+3,620
1024
$748K ﹤0.01%
9,369
+5,332
1025
$746K ﹤0.01%
18,488
+6,270