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
+0.77%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$83.4B
AUM Growth
+$83.4B
Cap. Flow
-$2.4B
Cap. Flow %
-2.88%
Top 10 Hldgs %
16.17%
Holding
2,646
New
1,317
Increased
733
Reduced
449
Closed
16

Sector Composition

1 Financials 16.2%
2 Healthcare 13.32%
3 Technology 13.19%
4 Energy 10.35%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
STT icon
151
State Street
STT
$32.6B
$132M 0.16% 1,793,199 -57,315 -3% -$4.22M
SCHW icon
152
Charles Schwab
SCHW
$174B
$132M 0.16% 4,479,859 -112,181 -2% -$3.3M
ITW icon
153
Illinois Tool Works
ITW
$77.1B
$131M 0.16% 1,557,164 -40,564 -3% -$3.42M
ALXN
154
DELISTED
Alexion Pharmaceuticals Inc
ALXN
$131M 0.16% 789,399 -33,928 -4% -$5.63M
YUM icon
155
Yum! Brands
YUM
$40.8B
$131M 0.16% 1,816,972 -44,045 -2% -$3.17M
AET
156
DELISTED
Aetna Inc
AET
$129M 0.16% 1,595,778 -62,724 -4% -$5.08M
EQR icon
157
Equity Residential
EQR
$25.3B
$128M 0.15% 2,075,824 +38,429 +2% +$2.37M
DFS
158
DELISTED
Discover Financial Services
DFS
$123M 0.15% 1,912,563 -262,612 -12% -$16.9M
ED icon
159
Consolidated Edison
ED
$35.4B
$123M 0.15% 2,168,717 +10,552 +0.5% +$598K
CP icon
160
Canadian Pacific Kansas City
CP
$69.9B
$123M 0.15% 590,338 -13,988 -2% -$2.91M
CAH icon
161
Cardinal Health
CAH
$35.5B
$123M 0.15% 1,636,901 -37,114 -2% -$2.78M
NOC icon
162
Northrop Grumman
NOC
$84.5B
$121M 0.15% 917,821 -46,369 -5% -$6.11M
BHI
163
DELISTED
Baker Hughes
BHI
$121M 0.14% 1,855,966 -70,418 -4% -$4.58M
CRM icon
164
Salesforce
CRM
$245B
$120M 0.14% 2,081,606 -93,668 -4% -$5.39M
DVN icon
165
Devon Energy
DVN
$22.9B
$120M 0.14% 1,753,817 -31,933 -2% -$2.18M
SE
166
DELISTED
Spectra Energy Corp Wi
SE
$119M 0.14% 3,030,825 -52,035 -2% -$2.04M
HES
167
DELISTED
Hess
HES
$119M 0.14% 1,260,166 -51,924 -4% -$4.9M
MMC icon
168
Marsh & McLennan
MMC
$101B
$119M 0.14% 2,270,600 -45,467 -2% -$2.38M
JCI icon
169
Johnson Controls International
JCI
$69.9B
$118M 0.14% 2,684,074 -198,318 -7% -$8.73M
DE icon
170
Deere & Co
DE
$129B
$118M 0.14% 1,439,800 -67,733 -4% -$5.55M
LUMN icon
171
Lumen
LUMN
$5.1B
$117M 0.14% 2,849,600 -23,424 -0.8% -$958K
VIAB
172
DELISTED
Viacom Inc. Class B
VIAB
$116M 0.14% 1,511,623 -100,870 -6% -$7.76M
TFC icon
173
Truist Financial
TFC
$60.4B
$115M 0.14% 3,101,425 -28,128 -0.9% -$1.05M
KR icon
174
Kroger
KR
$44.9B
$115M 0.14% 2,219,046 -121,820 -5% -$6.34M
MRO
175
DELISTED
Marathon Oil Corporation
MRO
$115M 0.14% 3,063,212 -120,294 -4% -$4.52M