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
$255B
AUM Growth
+$31.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,536
New
Increased
Reduced
Closed

Top Buys

1 +$288M
2 +$262M
3 +$161M
4
SCHW icon
Charles Schwab
SCHW
+$108M
5
AMZN icon
Amazon
AMZN
+$103M

Top Sells

1 +$86.7M
2 +$79.8M
3 +$70.9M
4
PFE icon
Pfizer
PFE
+$70.8M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$64.4M

Sector Composition

1 Technology 23.77%
2 Financials 12.8%
3 Healthcare 12.45%
4 Consumer Discretionary 12.23%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$8.45M ﹤0.01%
67,326
-576
1202
$8.45M ﹤0.01%
664,881
+3,381
1203
$8.45M ﹤0.01%
937,648
+72,494
1204
$8.44M ﹤0.01%
248,782
+35,642
1205
$8.42M ﹤0.01%
259,943
+4,917
1206
$8.35M ﹤0.01%
234,880
+8,845
1207
$8.33M ﹤0.01%
218,877
-513
1208
$8.31M ﹤0.01%
1,239,918
+13,060
1209
$8.24M ﹤0.01%
137,649
+1,241
1210
$8.23M ﹤0.01%
215,577
+2,466
1211
$8.23M ﹤0.01%
105,216
+1,896
1212
$8.16M ﹤0.01%
154,563
+354
1213
$8.15M ﹤0.01%
119,649
-7,066
1214
$8.14M ﹤0.01%
186,518
+485
1215
$8.13M ﹤0.01%
148,724
-7,799
1216
$8.12M ﹤0.01%
330,936
+138,772
1217
$8.12M ﹤0.01%
135,602
-388
1218
$8.12M ﹤0.01%
68,041
+1,457
1219
$8.11M ﹤0.01%
46,903
-7,553
1220
$8.11M ﹤0.01%
358,728
-37,901
1221
$8.09M ﹤0.01%
+653,233
1222
$8.08M ﹤0.01%
414,372
-1,137
1223
$8.08M ﹤0.01%
93,070
-649
1224
$8.08M ﹤0.01%
828,630
+26,033
1225
$8.07M ﹤0.01%
224,882
+3,174