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
1026
$13.2M ﹤0.01%
111,135
+6,622
1027
$13.2M ﹤0.01%
140,871
-5,217
1028
$13.2M ﹤0.01%
566,056
+83,276
1029
$13.2M ﹤0.01%
339,597
-592
1030
$13.1M ﹤0.01%
615,773
-54,690
1031
$13.1M ﹤0.01%
482,161
-3,248
1032
$13M ﹤0.01%
85,612
+991
1033
$13M ﹤0.01%
153,394
+46,096
1034
$13M ﹤0.01%
410,432
-2,345
1035
$13M ﹤0.01%
131,138
-2,306
1036
$13M ﹤0.01%
67,899
+1,272
1037
$13M ﹤0.01%
108,957
-824
1038
$12.9M ﹤0.01%
201,809
-16,460
1039
$12.9M ﹤0.01%
120,963
-665,685
1040
$12.9M ﹤0.01%
146,560
+89,382
1041
$12.9M ﹤0.01%
193,315
-13,881
1042
$12.9M ﹤0.01%
421,882
-70,878
1043
$12.8M ﹤0.01%
95,522
-622
1044
$12.8M ﹤0.01%
41,742
+270
1045
$12.8M ﹤0.01%
83,176
+763
1046
$12.8M ﹤0.01%
108,134
-124
1047
$12.8M ﹤0.01%
147,847
-1,890
1048
$12.7M ﹤0.01%
537,342
-4,604
1049
$12.7M ﹤0.01%
233,381
+6,758
1050
$12.7M ﹤0.01%
634,036
+3,877