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
1226
$342K ﹤0.01%
23,140
+11,900
1227
$339K ﹤0.01%
3,405
1228
$337K ﹤0.01%
7,277
1229
$327K ﹤0.01%
1,718
+14
1230
$325K ﹤0.01%
4,300
+2,800
1231
$324K ﹤0.01%
17,600
+2,123
1232
$323K ﹤0.01%
17,378
-9,332
1233
$321K ﹤0.01%
5,079
1234
$317K ﹤0.01%
10,500
+1,700
1235
$317K ﹤0.01%
12,494
1236
$313K ﹤0.01%
51,253
1237
$311K ﹤0.01%
10,419
1238
$310K ﹤0.01%
9,079
+2,764
1239
$304K ﹤0.01%
11,455
1240
$302K ﹤0.01%
8,818
+724
1241
$297K ﹤0.01%
14,200
1242
$293K ﹤0.01%
8,043
-63,200
1243
$293K ﹤0.01%
3,012
1244
$289K ﹤0.01%
22,532
1245
$288K ﹤0.01%
16,744
+3,550
1246
$278K ﹤0.01%
50,965
1247
$276K ﹤0.01%
16,522
1248
$267K ﹤0.01%
3,992
+2,086
1249
$254K ﹤0.01%
11,108
1250
$254K ﹤0.01%
8,739