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
$140B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,435
New
Increased
Reduced
Closed

Top Buys

1 +$69.6M
2 +$53.9M
3 +$53M
4
ABMD
Abiomed Inc
ABMD
+$47M
5
EVRG icon
Evergy
EVRG
+$46.1M

Top Sells

1 +$110M
2 +$72.4M
3 +$65.6M
4
UPS icon
United Parcel Service
UPS
+$33.1M
5
RY icon
Royal Bank of Canada
RY
+$32.5M

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$5.98M ﹤0.01%
+227,398
1077
$5.97M ﹤0.01%
527,888
+37,648
1078
$5.96M ﹤0.01%
49,457
-358
1079
$5.95M ﹤0.01%
263,302
+6,222
1080
$5.92M ﹤0.01%
78,853
+2,091
1081
$5.87M ﹤0.01%
121,549
+41,859
1082
$5.86M ﹤0.01%
68,998
-139
1083
$5.86M ﹤0.01%
67,222
-646
1084
$5.86M ﹤0.01%
70,562
+8,123
1085
$5.86M ﹤0.01%
518,827
+25,006
1086
$5.79M ﹤0.01%
137,491
+9,689
1087
$5.79M ﹤0.01%
326,613
+16,918
1088
$5.76M ﹤0.01%
264,456
-14,604
1089
$5.74M ﹤0.01%
106,059
+7,090
1090
$5.73M ﹤0.01%
137,958
+1,916
1091
$5.72M ﹤0.01%
64,891
+1,950
1092
$5.72M ﹤0.01%
177,174
+16,733
1093
$5.71M ﹤0.01%
206,977
+13,356
1094
$5.71M ﹤0.01%
420,724
+26,298
1095
$5.7M ﹤0.01%
72,934
+4,877
1096
$5.68M ﹤0.01%
117,417
-4,056
1097
$5.66M ﹤0.01%
70,301
+13,974
1098
$5.65M ﹤0.01%
398,446
+3,935
1099
$5.65M ﹤0.01%
114,321
-507
1100
$5.64M ﹤0.01%
44,974
+832