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
$140B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,435
New
Increased
Reduced
Closed

Top Buys

1 +$69.6M
2 +$53.9M
3 +$53M
4
ABMD
Abiomed Inc
ABMD
+$47M
5
EVRG icon
Evergy
EVRG
+$46.1M

Top Sells

1 +$110M
2 +$72.4M
3 +$65.6M
4
UPS icon
United Parcel Service
UPS
+$33.1M
5
RY icon
Royal Bank of Canada
RY
+$32.5M

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$2.99M ﹤0.01%
117,862
+7,689
1502
$2.98M ﹤0.01%
224,210
-1,151
1503
$2.98M ﹤0.01%
21,137
+21
1504
$2.98M ﹤0.01%
81,334
+2,522
1505
$2.98M ﹤0.01%
116,387
+16,889
1506
$2.98M ﹤0.01%
126,782
-22,155
1507
$2.98M ﹤0.01%
39,018
+2,377
1508
$2.97M ﹤0.01%
34,444
+3,143
1509
$2.97M ﹤0.01%
91,838
+17,358
1510
$2.96M ﹤0.01%
98,076
+6,627
1511
$2.96M ﹤0.01%
106,527
-9,381
1512
$2.94M ﹤0.01%
86,857
-34,580
1513
$2.94M ﹤0.01%
177,594
+5,820
1514
$2.93M ﹤0.01%
48,776
+4,271
1515
$2.92M ﹤0.01%
27,597
+1,018
1516
$2.92M ﹤0.01%
100,338
+7,747
1517
$2.91M ﹤0.01%
36,132
+8,587
1518
$2.9M ﹤0.01%
88,786
+4,356
1519
$2.9M ﹤0.01%
65,587
+63,987
1520
$2.89M ﹤0.01%
13,075
+463
1521
$2.88M ﹤0.01%
91,957
-269,282
1522
$2.88M ﹤0.01%
41,670
+4,124
1523
$2.88M ﹤0.01%
145,472
+11,849
1524
$2.87M ﹤0.01%
70,142
+9,007
1525
$2.87M ﹤0.01%
90,170
-9,205