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
1201
$408K ﹤0.01%
20,762
1202
$407K ﹤0.01%
13,559
+683
1203
$397K ﹤0.01%
6,362
1204
$394K ﹤0.01%
5,583
+540
1205
$389K ﹤0.01%
22,644
1206
$388K ﹤0.01%
4,467
1207
$385K ﹤0.01%
+31,939
1208
$385K ﹤0.01%
18,476
1209
$380K ﹤0.01%
14,172
1210
$378K ﹤0.01%
8,806
1211
$378K ﹤0.01%
18,172
+1,615
1212
$377K ﹤0.01%
24,946
1213
$371K ﹤0.01%
124,990
+3,800
1214
$370K ﹤0.01%
10,800
1215
$369K ﹤0.01%
7,031
+1,655
1216
$366K ﹤0.01%
11,277
1217
$365K ﹤0.01%
9,895
1218
$364K ﹤0.01%
7,474
1219
$361K ﹤0.01%
+23,500
1220
$358K ﹤0.01%
13,340
+612
1221
$357K ﹤0.01%
9,139
1222
$356K ﹤0.01%
11,400
+2,400
1223
$347K ﹤0.01%
16,911
-27,506
1224
$345K ﹤0.01%
6,329
1225
$342K ﹤0.01%
7,273