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
1201
$9.04M ﹤0.01%
82,435
-4,786
1202
$9.02M ﹤0.01%
197,180
+1,658
1203
$9.02M ﹤0.01%
202,298
-5,826
1204
$9.01M ﹤0.01%
52,320
+141
1205
$9.01M ﹤0.01%
224,950
+4,384
1206
$8.92M ﹤0.01%
314,149
+8,982
1207
$8.87M ﹤0.01%
218,158
-8,302
1208
$8.87M ﹤0.01%
44,707
+299
1209
$8.87M ﹤0.01%
136,452
-12,963
1210
$8.87M ﹤0.01%
430,684
+26,376
1211
$8.85M ﹤0.01%
243,561
-2,708
1212
$8.85M ﹤0.01%
181,870
+8,145
1213
$8.85M ﹤0.01%
535,240
-281
1214
$8.82M ﹤0.01%
151,285
+4,842
1215
$8.8M ﹤0.01%
424,539
-15,584
1216
$8.78M ﹤0.01%
258,020
+1,161
1217
$8.77M ﹤0.01%
21,979
+13
1218
$8.76M ﹤0.01%
602,152
+37,693
1219
$8.76M ﹤0.01%
52,305
+384
1220
$8.76M ﹤0.01%
93,930
+3,232
1221
$8.71M ﹤0.01%
330,831
+1,562
1222
$8.69M ﹤0.01%
205,604
+2,406
1223
$8.67M ﹤0.01%
70,455
-218
1224
$8.66M ﹤0.01%
471,647
-4,896
1225
$8.65M ﹤0.01%
178,853
-812