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
$98.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$65.3M
2 +$47.3M
3 +$46.7M
4
DELL icon
Dell
DELL
+$43.9M
5
MAR icon
Marriott International
MAR
+$41.1M

Top Sells

1 +$242M
2 +$136M
3 +$62.2M
4
GE icon
GE Aerospace
GE
+$58.2M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$56.1M

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$874K ﹤0.01%
20,485
+17,027
1452
$872K ﹤0.01%
16,549
+701
1453
$867K ﹤0.01%
38,373
+29,099
1454
$866K ﹤0.01%
28,071
+23,573
1455
$863K ﹤0.01%
19,403
+15,797
1456
$859K ﹤0.01%
22,832
+16,538
1457
$855K ﹤0.01%
44,725
+33,468
1458
$855K ﹤0.01%
38,736
+28,203
1459
$852K ﹤0.01%
10,325
+7,335
1460
$849K ﹤0.01%
12,965
+10,647
1461
$849K ﹤0.01%
37,413
+27,056
1462
$844K ﹤0.01%
13,017
+1,572
1463
$844K ﹤0.01%
30,189
+24,456
1464
$838K ﹤0.01%
44,676
+456
1465
$838K ﹤0.01%
35,963
+25,905
1466
$837K ﹤0.01%
18,004
-385
1467
$832K ﹤0.01%
33,997
+28,356
1468
$832K ﹤0.01%
19,679
+16,797
1469
$830K ﹤0.01%
46,425
+5,802
1470
$829K ﹤0.01%
18,689
+448
1471
$825K ﹤0.01%
14,308
+2,195
1472
$823K ﹤0.01%
8,264
+688
1473
$820K ﹤0.01%
8,567
-236
1474
$819K ﹤0.01%
10,224
+2,137
1475
$817K ﹤0.01%
8,708
+1,154