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
$171B
AUM Growth
-$38.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,393
New
Increased
Reduced
Closed

Top Buys

1 +$197M
2 +$146M
3 +$131M
4
PLD icon
Prologis
PLD
+$130M
5
DLR icon
Digital Realty Trust
DLR
+$93.4M

Top Sells

1 +$187M
2 +$167M
3 +$111M
4
LPT
Liberty Property Trust
LPT
+$105M
5
ZAYO
Zayo Group Holdings, Inc.
ZAYO
+$25.3M

Sector Composition

1 Technology 21.16%
2 Healthcare 13.97%
3 Financials 13.29%
4 Consumer Discretionary 10.43%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$5.66M ﹤0.01%
351,543
+11,509
1102
$5.64M ﹤0.01%
698,366
+12,392
1103
$5.61M ﹤0.01%
76,262
+328
1104
$5.6M ﹤0.01%
626,882
+22,539
1105
$5.6M ﹤0.01%
46,286
+362
1106
$5.59M ﹤0.01%
199,118
-3,008
1107
$5.58M ﹤0.01%
127,038
+7,110
1108
$5.58M ﹤0.01%
135,058
-1,535
1109
$5.57M ﹤0.01%
66,059
-1,365
1110
$5.57M ﹤0.01%
296,477
+2,882
1111
$5.57M ﹤0.01%
239,880
+1,256
1112
$5.57M ﹤0.01%
245,602
+8,923
1113
$5.56M ﹤0.01%
448,883
+1,028
1114
$5.56M ﹤0.01%
198,863
+15,671
1115
$5.54M ﹤0.01%
593,307
-758,641
1116
$5.52M ﹤0.01%
816,600
+8,357
1117
$5.52M ﹤0.01%
157,640
-617
1118
$5.51M ﹤0.01%
457,312
+64,257
1119
$5.47M ﹤0.01%
212,156
-8,639
1120
$5.47M ﹤0.01%
216,329
+54,754
1121
$5.46M ﹤0.01%
37,926
+1,503
1122
$5.45M ﹤0.01%
325,184
+7,365
1123
$5.44M ﹤0.01%
112,276
+835
1124
$5.44M ﹤0.01%
129,126
+4,329
1125
$5.41M ﹤0.01%
77,823
+6,351