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
$378B
AUM Growth
-$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,439
New
Increased
Reduced
Closed

Top Buys

1 +$322M
2 +$271M
3 +$267M
4
SPOT icon
Spotify
SPOT
+$193M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1 +$900M
2 +$857M
3 +$355M
4
CSCO icon
Cisco
CSCO
+$312M
5
UNH icon
UnitedHealth
UNH
+$230M

Sector Composition

1 Technology 33.87%
2 Financials 13.19%
3 Consumer Discretionary 10.31%
4 Healthcare 10.03%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$13.8M ﹤0.01%
120,369
+2,862
1002
$13.8M ﹤0.01%
133,034
-1
1003
$13.8M ﹤0.01%
1,316,389
-590,198
1004
$13.7M ﹤0.01%
238,752
-150
1005
$13.7M ﹤0.01%
164,343
+786
1006
$13.7M ﹤0.01%
405,324
-935
1007
$13.7M ﹤0.01%
219,413
-317
1008
$13.6M ﹤0.01%
180,772
+715
1009
$13.6M ﹤0.01%
473,386
-5,477
1010
$13.6M ﹤0.01%
151,550
+9,966
1011
$13.5M ﹤0.01%
3,000,551
1012
$13.5M ﹤0.01%
232,676
-10,287
1013
$13.5M ﹤0.01%
117,799
-1,386
1014
$13.5M ﹤0.01%
272,720
+10,750
1015
$13.4M ﹤0.01%
103,508
+1,022
1016
$13.4M ﹤0.01%
162,818
+734
1017
$13.4M ﹤0.01%
138,693
+1,539
1018
$13.3M ﹤0.01%
98,035
+1,486
1019
$13.3M ﹤0.01%
217,882
+4,527
1020
$13.3M ﹤0.01%
129,522
+5,109
1021
$13.3M ﹤0.01%
44,521
+1,023
1022
$13.3M ﹤0.01%
576,775
-9,767
1023
$13.3M ﹤0.01%
1,335,267
-3,057
1024
$13.3M ﹤0.01%
79,967
-2,143
1025
$13.2M ﹤0.01%
105,534
-5,230