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
1726
$465K ﹤0.01%
35,285
+16,626
1727
$463K ﹤0.01%
558
+309
1728
$463K ﹤0.01%
24,941
+20,255
1729
$460K ﹤0.01%
24,618
+18,200
1730
$460K ﹤0.01%
9,294
-231
1731
$459K ﹤0.01%
24,193
+19,183
1732
$458K ﹤0.01%
26,930
+21,091
1733
$458K ﹤0.01%
28,396
+371
1734
$457K ﹤0.01%
15,927
+12,928
1735
$457K ﹤0.01%
27,235
+21,764
1736
$455K ﹤0.01%
2,945
+1,162
1737
$451K ﹤0.01%
20,195
-478
1738
$450K ﹤0.01%
56,486
+46,417
1739
$450K ﹤0.01%
23,243
-807
1740
$449K ﹤0.01%
55,282
1741
$449K ﹤0.01%
7,907
-99
1742
$446K ﹤0.01%
1,780
+1,269
1743
$445K ﹤0.01%
9,242
+286
1744
$443K ﹤0.01%
7,176
-175
1745
$441K ﹤0.01%
36,891
+13,221
1746
$441K ﹤0.01%
35,487
-1,058
1747
$441K ﹤0.01%
39,055
+30,744
1748
$441K ﹤0.01%
43,314
+34,654
1749
$441K ﹤0.01%
8,155
-237
1750
$440K ﹤0.01%
16,076
-1,665