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
1026
$745K ﹤0.01%
9,646
+5,224
1027
$743K ﹤0.01%
10,786
+783
1028
$740K ﹤0.01%
49,000
1029
$738K ﹤0.01%
23,111
+13,248
1030
$736K ﹤0.01%
24,294
1031
$733K ﹤0.01%
24,479
+1,859
1032
$729K ﹤0.01%
44,099
+12,591
1033
$726K ﹤0.01%
34,223
+779
1034
$717K ﹤0.01%
43,929
+3,170
1035
$715K ﹤0.01%
50,965
+43,022
1036
$714K ﹤0.01%
24,992
-788
1037
$712K ﹤0.01%
30,989
+7,125
1038
$709K ﹤0.01%
23,613
+1,650
1039
$708K ﹤0.01%
32,630
+2,082
1040
$705K ﹤0.01%
60,334
+3,623
1041
$705K ﹤0.01%
21,182
+1,303
1042
$699K ﹤0.01%
31,528
+3,284
1043
$698K ﹤0.01%
8,086
+561
1044
$694K ﹤0.01%
14,935
+947
1045
$692K ﹤0.01%
13,436
+8,826
1046
$687K ﹤0.01%
36,652
+2,455
1047
$681K ﹤0.01%
15,954
+1,074
1048
$678K ﹤0.01%
+42,942
1049
$675K ﹤0.01%
8,198
+540
1050
$674K ﹤0.01%
194,850