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
$82B
AUM Growth
-$3.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,844
New
Increased
Reduced
Closed

Top Buys

1 +$183M
2 +$169M
3 +$143M
4
AAPL icon
Apple
AAPL
+$114M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$81.9M

Top Sells

1 +$204M
2 +$189M
3 +$145M
4
BAX icon
Baxter International
BAX
+$67.3M
5
NI icon
NiSource
NI
+$65.1M

Sector Composition

1 Financials 16.64%
2 Healthcare 13.73%
3 Technology 12.84%
4 Communication Services 9.14%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$1.52M ﹤0.01%
+19,605
1002
$1.52M ﹤0.01%
145,451
+28,962
1003
$1.51M ﹤0.01%
156,710
1004
$1.51M ﹤0.01%
12,364
-888
1005
$1.48M ﹤0.01%
55,000
1006
$1.48M ﹤0.01%
75,544
-3,360
1007
$1.48M ﹤0.01%
26,675
+380
1008
$1.48M ﹤0.01%
232,674
-275,042
1009
$1.48M ﹤0.01%
96,496
-57,060
1010
$1.47M ﹤0.01%
89,968
+1,743
1011
$1.47M ﹤0.01%
10,689
+680
1012
$1.47M ﹤0.01%
27,826
-194
1013
$1.46M ﹤0.01%
104,672
1014
$1.45M ﹤0.01%
20,091
+348
1015
$1.43M ﹤0.01%
40,571
-2,903
1016
$1.43M ﹤0.01%
135,644
-1,000
1017
$1.43M ﹤0.01%
106,414
-6,035
1018
$1.42M ﹤0.01%
15,252
+1,587
1019
$1.42M ﹤0.01%
26,896
+377
1020
$1.41M ﹤0.01%
93,339
+1,415
1021
$1.41M ﹤0.01%
3,777
-117
1022
$1.41M ﹤0.01%
16,124
+241
1023
$1.41M ﹤0.01%
12,437
-2,447
1024
$1.41M ﹤0.01%
866,260
+257,700
1025
$1.4M ﹤0.01%
46,062
+549