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
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$4M ﹤0.01%
219,519
-4,055
1627
$3.99M ﹤0.01%
73,026
+6,098
1628
$3.97M ﹤0.01%
96,864
-426
1629
$3.97M ﹤0.01%
246,343
-341
1630
$3.96M ﹤0.01%
204,424
-968
1631
$3.95M ﹤0.01%
237,989
+243
1632
$3.93M ﹤0.01%
74,849
-653
1633
$3.93M ﹤0.01%
276,290
+18,855
1634
$3.93M ﹤0.01%
210,658
+1,545
1635
$3.92M ﹤0.01%
83,869
+11,037
1636
$3.91M ﹤0.01%
130,618
-961
1637
$3.91M ﹤0.01%
57,038
-1,034
1638
$3.9M ﹤0.01%
317,438
+222,224
1639
$3.88M ﹤0.01%
75,165
-338
1640
$3.87M ﹤0.01%
796,846
-28,991
1641
$3.87M ﹤0.01%
58,579
+1,545
1642
$3.87M ﹤0.01%
12,450
+1,224
1643
$3.86M ﹤0.01%
205,121
-198,762
1644
$3.85M ﹤0.01%
141,824
+346
1645
$3.84M ﹤0.01%
16,388
+305
1646
$3.84M ﹤0.01%
203,234
+16,335
1647
$3.81M ﹤0.01%
97,415
+1,240
1648
$3.81M ﹤0.01%
64,364
+1,594
1649
$3.81M ﹤0.01%
177,488
+30,903
1650
$3.8M ﹤0.01%
330,067
+1,490