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
+1.07%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$83.7B
AUM Growth
+$83.7B
Cap. Flow
-$936M
Cap. Flow %
-1.12%
Top 10 Hldgs %
15.6%
Holding
2,835
New
167
Increased
1,183
Reduced
641
Closed
47

Sector Composition

1 Financials 15.97%
2 Healthcare 13.86%
3 Technology 13.18%
4 Industrials 9.26%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GIS icon
126
General Mills
GIS
$26.4B
$158M 0.19% 2,798,897 +38,561 +1% +$2.18M
BAX icon
127
Baxter International
BAX
$12.7B
$158M 0.19% 2,308,885 +15,053 +0.7% +$1.03M
PRU icon
128
Prudential Financial
PRU
$38.6B
$158M 0.19% 1,961,619 +9,510 +0.5% +$764K
VLO icon
129
Valero Energy
VLO
$47.2B
$157M 0.19% 2,470,667 +28,677 +1% +$1.82M
EMR icon
130
Emerson Electric
EMR
$74.3B
$157M 0.19% 2,767,014 -28,776 -1% -$1.63M
YHOO
131
DELISTED
Yahoo Inc
YHOO
$155M 0.18% 3,480,271 -43,499 -1% -$1.93M
WMB icon
132
Williams Companies
WMB
$70.7B
$153M 0.18% 3,030,620 -14,356 -0.5% -$726K
SRE icon
133
Sempra
SRE
$53.9B
$153M 0.18% 1,400,886 -14,710 -1% -$1.6M
EQR icon
134
Equity Residential
EQR
$25.3B
$152M 0.18% 1,949,771 -129,080 -6% -$10.1M
WELL icon
135
Welltower
WELL
$113B
$147M 0.18% 1,904,449 +68,585 +4% +$5.31M
CCI icon
136
Crown Castle
CCI
$43.2B
$147M 0.18% 1,776,710 -63,584 -3% -$5.25M
HAL icon
137
Halliburton
HAL
$19.4B
$145M 0.17% 3,307,469 -9,019 -0.3% -$396K
PX
138
DELISTED
Praxair Inc
PX
$144M 0.17% 1,195,979 -16,206 -1% -$1.96M
CTSH icon
139
Cognizant
CTSH
$35.3B
$144M 0.17% 2,307,017 +33,829 +1% +$2.11M
CI icon
140
Cigna
CI
$80.3B
$144M 0.17% 1,111,708 -14,373 -1% -$1.86M
PPL icon
141
PPL Corp
PPL
$27B
$143M 0.17% 4,259,139 +108,540 +3% +$3.65M
CRM icon
142
Salesforce
CRM
$245B
$142M 0.17% 2,132,065 +79,226 +4% +$5.29M
ADBE icon
143
Adobe
ADBE
$151B
$141M 0.17% 1,905,365 -46,814 -2% -$3.46M
CAH icon
144
Cardinal Health
CAH
$35.5B
$139M 0.17% 1,537,330 -45,819 -3% -$4.14M
EXC icon
145
Exelon
EXC
$44.1B
$138M 0.17% 4,107,299 +31,535 +0.8% +$1.06M
REGN icon
146
Regeneron Pharmaceuticals
REGN
$61.5B
$137M 0.16% 303,078 -55 -0% -$24.8K
ADM icon
147
Archer Daniels Midland
ADM
$30.1B
$136M 0.16% 2,870,001 -6,555 -0.2% -$311K
ED icon
148
Consolidated Edison
ED
$35.4B
$135M 0.16% 2,217,144 +127,737 +6% +$7.79M
ITW icon
149
Illinois Tool Works
ITW
$77.1B
$135M 0.16% 1,390,235 -61,919 -4% -$6.01M
COR icon
150
Cencora
COR
$56.5B
$135M 0.16% 1,187,599 +24,036 +2% +$2.73M