Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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 Return
+6.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$75.9B
AUM Growth
+$75.9B
Cap. Flow
-$213M
Cap. Flow %
-0.28%
Top 10 Hldgs %
15.91%
Holding
1,303
New
31
Increased
772
Reduced
349
Closed
18

Sector Composition

1 Financials 16.64%
2 Technology 12.49%
3 Healthcare 12.4%
4 Energy 10.85%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FON
1301
DELISTED
SPRINT CORP FON COM
FON
-14,921,477 Closed -$105M
NWS
1302
DELISTED
THE NEWS CORPORATION LTD CL-B
NWS
-1,870,596 Closed -$61.4M
NWSA
1303
DELISTED
NEWS CORPORATION CL-A
NWSA
-6,726,085 Closed -$219M