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
$280B
AUM Growth
+$19.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$268M
3 +$205M
4
GEHC icon
GE HealthCare
GEHC
+$180M
5
EXC icon
Exelon
EXC
+$123M

Top Sells

1 +$187M
2 +$180M
3 +$129M
4
NET icon
Cloudflare
NET
+$106M
5
BB icon
BlackBerry
BB
+$92.9M

Sector Composition

1 Technology 26.4%
2 Healthcare 13.8%
3 Financials 12.19%
4 Consumer Discretionary 9.58%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$2.4M ﹤0.01%
36,229
+1,439
1802
$2.4M ﹤0.01%
48,414
+4,367
1803
$2.39M ﹤0.01%
130,909
-1,384
1804
$2.39M ﹤0.01%
83,453
+8,172
1805
$2.38M ﹤0.01%
11,386
+617
1806
$2.38M ﹤0.01%
32,117
-305
1807
$2.38M ﹤0.01%
61,808
+3,713
1808
$2.38M ﹤0.01%
43,761
-1,731
1809
$2.38M ﹤0.01%
160,176
-1,305
1810
$2.37M ﹤0.01%
22,487
-390
1811
$2.36M ﹤0.01%
156,410
-2,858
1812
$2.36M ﹤0.01%
236,880
-7,568
1813
$2.36M ﹤0.01%
100,210
+9,522
1814
$2.35M ﹤0.01%
18,868
+2,036
1815
$2.35M ﹤0.01%
174,207
+14,442
1816
$2.34M ﹤0.01%
72,923
-972
1817
$2.34M ﹤0.01%
62,581
+4,787
1818
$2.33M ﹤0.01%
288,563
+11,245
1819
$2.33M ﹤0.01%
37,932
-1,282
1820
$2.32M ﹤0.01%
47,360
-525
1821
$2.32M ﹤0.01%
66,079
-1,231
1822
$2.31M ﹤0.01%
+165,264
1823
$2.31M ﹤0.01%
70,562
-787
1824
$2.31M ﹤0.01%
61,930
+2,965
1825
$2.3M ﹤0.01%
27,280
+2,867