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
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$13.2M ﹤0.01%
140,104
+5,739
1002
$13.1M ﹤0.01%
81,776
+987
1003
$13.1M ﹤0.01%
79,366
-7,510
1004
$13.1M ﹤0.01%
778,271
-219,176
1005
$13.1M ﹤0.01%
873,947
+26,113
1006
$13.1M ﹤0.01%
332,994
-10,501
1007
$13M ﹤0.01%
506,527
+422
1008
$13M ﹤0.01%
845,111
+20,394
1009
$13M ﹤0.01%
104,722
+898
1010
$12.9M ﹤0.01%
66,853
+37
1011
$12.9M ﹤0.01%
498,582
+318,932
1012
$12.9M ﹤0.01%
254,559
+1,896
1013
$12.9M ﹤0.01%
84,224
+5,892
1014
$12.9M ﹤0.01%
286,460
+80,964
1015
$12.9M ﹤0.01%
147,353
-5,520
1016
$12.9M ﹤0.01%
96,820
+1,344
1017
$12.9M ﹤0.01%
153,335
-11,686
1018
$12.8M ﹤0.01%
87,453
-7,209
1019
$12.8M ﹤0.01%
41,533
+400
1020
$12.7M ﹤0.01%
369,333
+1,859
1021
$12.6M ﹤0.01%
287,224
-1,568,286
1022
$12.6M ﹤0.01%
3,649,257
-146,359
1023
$12.5M ﹤0.01%
222,760
+175,581
1024
$12.5M ﹤0.01%
370,958
+2,882
1025
$12.5M ﹤0.01%
1,652,230
-10,460