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
1551
$696K ﹤0.01%
7,048
+5,793
1552
$696K ﹤0.01%
14,462
+11,371
1553
$692K ﹤0.01%
19,461
+14,124
1554
$688K ﹤0.01%
27,322
+22,028
1555
$686K ﹤0.01%
21,944
+17,744
1556
$686K ﹤0.01%
4,869
-52
1557
$684K ﹤0.01%
71,706
+6,221
1558
$684K ﹤0.01%
17,634
+13,219
1559
$683K ﹤0.01%
6,433
+4,778
1560
$681K ﹤0.01%
72,975
-22,700
1561
$681K ﹤0.01%
59,499
+50,089
1562
$678K ﹤0.01%
10,952
+2,007
1563
$676K ﹤0.01%
22,836
-1,569
1564
$675K ﹤0.01%
10,145
-651
1565
$675K ﹤0.01%
22,548
+16,842
1566
$675K ﹤0.01%
82,484
-74,300
1567
$674K ﹤0.01%
15,410
+13,408
1568
$673K ﹤0.01%
14,063
+672
1569
$666K ﹤0.01%
5,067
+119
1570
$665K ﹤0.01%
8,418
-837
1571
$665K ﹤0.01%
14,495
+11,571
1572
$661K ﹤0.01%
21,080
+17,058
1573
$660K ﹤0.01%
6,718
+137
1574
$656K ﹤0.01%
30,280
+4,500
1575
$654K ﹤0.01%
30,795
+25,924