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
+5.49%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$85.8B
AUM Growth
+$85.8B
Cap. Flow
+$2.82B
Cap. Flow %
3.29%
Top 10 Hldgs %
16.21%
Holding
1,340
New
35
Increased
558
Reduced
522
Closed
11

Sector Composition

1 Financials 16.06%
2 Healthcare 13.06%
3 Technology 12.73%
4 Energy 11.25%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VIAB
151
DELISTED
Viacom Inc. Class B
VIAB
$140M 0.16% 1,612,493 -42,252 -3% -$3.66M
ECL icon
152
Ecolab
ECL
$78.6B
$140M 0.16% 1,255,316 +4,285 +0.3% +$477K
DE icon
153
Deere & Co
DE
$129B
$137M 0.16% 1,507,533 -23,502 -2% -$2.13M
NSC icon
154
Norfolk Southern
NSC
$62.8B
$136M 0.16% 1,318,372 -24,063 -2% -$2.48M
ADM icon
155
Archer Daniels Midland
ADM
$30.1B
$136M 0.16% 3,075,599 -24,096 -0.8% -$1.06M
DFS
156
DELISTED
Discover Financial Services
DFS
$135M 0.16% 2,175,175 -45,302 -2% -$2.81M
YHOO
157
DELISTED
Yahoo Inc
YHOO
$135M 0.16% 3,831,707 -97,151 -2% -$3.41M
AET
158
DELISTED
Aetna Inc
AET
$134M 0.16% 1,658,502 +26,306 +2% +$2.13M
PXD
159
DELISTED
Pioneer Natural Resource Co.
PXD
$131M 0.15% 571,759 -8,983 -2% -$2.06M
SE
160
DELISTED
Spectra Energy Corp Wi
SE
$131M 0.15% 3,082,860 -38,628 -1% -$1.64M
CSX icon
161
CSX Corp
CSX
$60.6B
$131M 0.15% 4,249,349 -121,397 -3% -$3.74M
HES
162
DELISTED
Hess
HES
$130M 0.15% 1,312,090 -33,981 -3% -$3.36M
VLO icon
163
Valero Energy
VLO
$47.2B
$129M 0.15% 2,578,995 -38,928 -1% -$1.95M
GLW icon
164
Corning
GLW
$57.4B
$129M 0.15% 5,885,764 -277,427 -5% -$6.09M
ALXN
165
DELISTED
Alexion Pharmaceuticals Inc
ALXN
$129M 0.15% 823,327 +7,338 +0.9% +$1.15M
EQR icon
166
Equity Residential
EQR
$25.3B
$128M 0.15% 2,037,395 -15,507 -0.8% -$977K
RTN
167
DELISTED
Raytheon Company
RTN
$128M 0.15% 1,384,514 -34,559 -2% -$3.19M
MRO
168
DELISTED
Marathon Oil Corporation
MRO
$127M 0.15% 3,183,506 +1,737 +0.1% +$69.3K
CRM icon
169
Salesforce
CRM
$245B
$126M 0.15% 2,175,274 +34,787 +2% +$2.02M
POT
170
DELISTED
Potash Corp Of Saskatchewan
POT
$125M 0.15% 3,292,072 -82,957 -2% -$3.16M
ED icon
171
Consolidated Edison
ED
$35.4B
$125M 0.15% 2,158,165 -37,653 -2% -$2.17M
STT icon
172
State Street
STT
$32.6B
$124M 0.15% 1,850,514 -58,438 -3% -$3.93M
SCHW icon
173
Charles Schwab
SCHW
$174B
$124M 0.14% 4,592,040 -69,247 -1% -$1.86M
TFC icon
174
Truist Financial
TFC
$60.4B
$123M 0.14% 3,129,553 -6,811 -0.2% -$269K
CB
175
DELISTED
CHUBB CORPORATION
CB
$123M 0.14% 1,338,436 +10,104 +0.8% +$931K