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
$131B
AUM Growth
-$7.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,334
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$113M
3 +$54.7M
4
WP
Worldpay, Inc.
WP
+$47.7M
5
IPGP icon
IPG Photonics
IPGP
+$46.1M

Top Sells

1 +$340M
2 +$230M
3 +$145M
4
AMZN icon
Amazon
AMZN
+$133M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122M

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$5.44M ﹤0.01%
106,231
+20,710
1052
$5.44M ﹤0.01%
310,562
+14,541
1053
$5.44M ﹤0.01%
26,124
+5,055
1054
$5.44M ﹤0.01%
139,725
+8,063
1055
$5.43M ﹤0.01%
84,630
+12,823
1056
$5.43M ﹤0.01%
110,607
-17,494
1057
$5.42M ﹤0.01%
186,663
+62,346
1058
$5.41M ﹤0.01%
60,168
+2,566
1059
$5.4M ﹤0.01%
249,516
-23,306
1060
$5.37M ﹤0.01%
222,895
-40,386
1061
$5.33M ﹤0.01%
51,617
+4,391
1062
$5.33M ﹤0.01%
105,874
+1,697
1063
$5.3M ﹤0.01%
313,265
-4,069
1064
$5.28M ﹤0.01%
158,026
+10,087
1065
$5.27M ﹤0.01%
28,124
+4,176
1066
$5.23M ﹤0.01%
30,898
+3,107
1067
$5.23M ﹤0.01%
75,712
-824
1068
$5.22M ﹤0.01%
1,223,049
+1,209,431
1069
$5.22M ﹤0.01%
254,403
-43,860
1070
$5.21M ﹤0.01%
96,052
+2,159
1071
$5.19M ﹤0.01%
128,807
-18,968
1072
$5.19M ﹤0.01%
211,510
+4,615
1073
$5.18M ﹤0.01%
76,789
-7,180
1074
$5.16M ﹤0.01%
81,467
+1,472
1075
$5.16M ﹤0.01%
197,651
-11,229