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
$129B
AUM Growth
-$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,449
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$309M
3 +$306M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$240M
5
META icon
Meta Platforms (Facebook)
META
+$229M

Top Sells

1 +$325M
2 +$303M
3 +$213M
4
COL
Rockwell Collins
COL
+$103M
5
ANDV
Andeavor
ANDV
+$96.2M

Sector Composition

1 Technology 16.38%
2 Financials 15.21%
3 Healthcare 13.81%
4 Consumer Discretionary 10.01%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$5.67M ﹤0.01%
92,921
+695
1002
$5.66M ﹤0.01%
271,716
+35,265
1003
$5.65M ﹤0.01%
200,598
+6,860
1004
$5.6M ﹤0.01%
68,598
+1,896
1005
$5.59M ﹤0.01%
120,439
+4,789
1006
$5.59M ﹤0.01%
31,483
+507
1007
$5.59M ﹤0.01%
179,321
+3,908
1008
$5.56M ﹤0.01%
130,298
+2,265
1009
$5.56M ﹤0.01%
47,830
+2,856
1010
$5.55M ﹤0.01%
99,773
-1,456
1011
$5.54M ﹤0.01%
173,294
+17,866
1012
$5.54M ﹤0.01%
166,376
+6,320
1013
$5.52M ﹤0.01%
419,446
+22,285
1014
$5.5M ﹤0.01%
662,165
+20,750
1015
$5.49M ﹤0.01%
232,178
-279
1016
$5.47M ﹤0.01%
473,692
-8,844
1017
$5.46M ﹤0.01%
57,128
+934
1018
$5.42M ﹤0.01%
540,157
+12,269
1019
$5.41M ﹤0.01%
80,337
-4,310
1020
$5.41M ﹤0.01%
69,706
+2,484
1021
$5.4M ﹤0.01%
70,879
+317
1022
$5.4M ﹤0.01%
171,853
+4,031
1023
$5.38M ﹤0.01%
44,996
-492
1024
$5.37M ﹤0.01%
122,399
-2,278
1025
$5.36M ﹤0.01%
296,244
+45,178