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
+2.46%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$72.4B
AUM Growth
Cap. Flow
+$72.4B
Cap. Flow %
100%
Top 10 Hldgs %
16.51%
Holding
1,272
New
1,272
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.71%
2 Technology 12.55%
3 Healthcare 12.36%
4 Energy 10.72%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AGN
151
DELISTED
ALLERGAN INC
AGN
$113M 0.16%
+1,339,394
New +$113M
DFS
152
DELISTED
Discover Financial Services
DFS
$111M 0.15%
+2,338,660
New +$111M
AET
153
DELISTED
Aetna Inc
AET
$111M 0.15%
+1,748,619
New +$111M
MPC icon
154
Marathon Petroleum
MPC
$54.8B
$111M 0.15%
+1,559,488
New +$111M
YHOO
155
DELISTED
Yahoo Inc
YHOO
$110M 0.15%
+4,393,549
New +$110M
SE
156
DELISTED
Spectra Energy Corp Wi
SE
$110M 0.15%
+3,196,504
New +$110M
ALL icon
157
Allstate
ALL
$53.6B
$109M 0.15%
+2,264,121
New +$109M
JCI icon
158
Johnson Controls International
JCI
$69.3B
$108M 0.15%
+3,014,096
New +$108M
ECL icon
159
Ecolab
ECL
$77.9B
$107M 0.15%
+1,259,901
New +$107M
TFC icon
160
Truist Financial
TFC
$59.9B
$107M 0.15%
+3,148,810
New +$107M
PLD icon
161
Prologis
PLD
$103B
$106M 0.15%
+2,816,322
New +$106M
WELL icon
162
Welltower
WELL
$112B
$106M 0.15%
+1,574,845
New +$106M
ADM icon
163
Archer Daniels Midland
ADM
$29.8B
$105M 0.15%
+3,095,048
New +$105M
FON
164
DELISTED
SPRINT CORP FON COM
FON
$105M 0.14%
+14,921,477
New +$105M
CSX icon
165
CSX Corp
CSX
$60B
$103M 0.14%
+4,450,244
New +$103M
CCI icon
166
Crown Castle
CCI
$42.7B
$102M 0.14%
+1,412,648
New +$102M
ED icon
167
Consolidated Edison
ED
$35.1B
$102M 0.14%
+1,751,456
New +$102M
NSC icon
168
Norfolk Southern
NSC
$62.4B
$102M 0.14%
+1,397,709
New +$102M
SCHW icon
169
Charles Schwab
SCHW
$174B
$101M 0.14%
+4,777,618
New +$101M
WMB icon
170
Williams Companies
WMB
$70.1B
$101M 0.14%
+3,099,257
New +$101M
BHC icon
171
Bausch Health
BHC
$2.84B
$99.7M 0.14%
+1,159,763
New +$99.7M
ADBE icon
172
Adobe
ADBE
$147B
$99.1M 0.14%
+2,174,192
New +$99.1M
RTN
173
DELISTED
Raytheon Company
RTN
$98.2M 0.14%
+1,484,437
New +$98.2M
LUMN icon
174
Lumen
LUMN
$4.92B
$97.2M 0.13%
+2,749,845
New +$97.2M
DELL
175
DELISTED
DELL INC
DELL
$95.5M 0.13%
+7,150,237
New +$95.5M