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
$85.8B
AUM Growth
+$3.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,340
New
Increased
Reduced
Closed

Top Buys

1 +$58.7M
2 +$58.6M
3 +$54.9M
4
AMT icon
American Tower
AMT
+$43.3M
5
CCI icon
Crown Castle
CCI
+$42.2M

Top Sells

1 +$129M
2 +$55.6M
3 +$37.8M
4
IBM icon
IBM
IBM
+$35.2M
5
XOM icon
Exxon Mobil
XOM
+$33.1M

Sector Composition

1 Financials 16.06%
2 Healthcare 13.06%
3 Technology 12.73%
4 Energy 11.25%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$856K ﹤0.01%
240,816
1052
$854K ﹤0.01%
13,320
-8,053
1053
$851K ﹤0.01%
14,962
1054
$849K ﹤0.01%
205,950
1055
$849K ﹤0.01%
4,044
1056
$841K ﹤0.01%
67,905
+7,571
1057
$841K ﹤0.01%
13,436
1058
$840K ﹤0.01%
7,202
+1,003
1059
$839K ﹤0.01%
12,009
+1,442
1060
$824K ﹤0.01%
31,919
1061
$823K ﹤0.01%
194,850
1062
$815K ﹤0.01%
12,431
1063
$815K ﹤0.01%
20,211
1064
$814K ﹤0.01%
38,231
+4,093
1065
$813K ﹤0.01%
19,304
1066
$810K ﹤0.01%
11,543
1067
$810K ﹤0.01%
30,989
1068
$809K ﹤0.01%
23,111
1069
$807K ﹤0.01%
13,780
-411
1070
$805K ﹤0.01%
28,174
1071
$805K ﹤0.01%
+21,911
1072
$805K ﹤0.01%
68,000
1073
$803K ﹤0.01%
52,304
-3,014
1074
$801K ﹤0.01%
28,807
+2,526
1075
$798K ﹤0.01%
85,188
+50,894