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
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$10.4M ﹤0.01%
384,648
+71,642
1127
$10.4M ﹤0.01%
821,417
+34,397
1128
$10.4M ﹤0.01%
107,149
-3,408
1129
$10.4M ﹤0.01%
142,547
-6,726
1130
$10.4M ﹤0.01%
92,234
+874
1131
$10.4M ﹤0.01%
734,820
-76,368
1132
$10.3M ﹤0.01%
117,008
-9,361
1133
$10.3M ﹤0.01%
275,692
+7,753
1134
$10.2M ﹤0.01%
624,481
+88,798
1135
$10.2M ﹤0.01%
1,908,705
+1,717,310
1136
$10.2M ﹤0.01%
1,508,821
-43,083
1137
$10.2M ﹤0.01%
670,813
-18,696
1138
$10.2M ﹤0.01%
257,043
+4,479
1139
$10.2M ﹤0.01%
142,302
+1,270
1140
$10.1M ﹤0.01%
635,078
-41,143
1141
$10.1M ﹤0.01%
139,846
+1,494
1142
$10.1M ﹤0.01%
847,563
-27,578
1143
$10.1M ﹤0.01%
116,881
+1,345
1144
$10.1M ﹤0.01%
179,013
+1,365
1145
$10.1M ﹤0.01%
220,457
+2,231
1146
$10.1M ﹤0.01%
138,706
+480
1147
$10M ﹤0.01%
143,126
-123,361
1148
$10M ﹤0.01%
273,009
-4,218
1149
$10M ﹤0.01%
421,532
-34,457
1150
$10M ﹤0.01%
160,894
-1,113