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
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$2.33M ﹤0.01%
70,715
+19,476
1877
$2.33M ﹤0.01%
54,846
+1,137
1878
$2.33M ﹤0.01%
107,210
+6,896
1879
$2.32M ﹤0.01%
67,950
+1,873
1880
$2.31M ﹤0.01%
230,556
+973
1881
$2.31M ﹤0.01%
310,867
-3,350
1882
$2.31M ﹤0.01%
99,634
+4,477
1883
$2.3M ﹤0.01%
29,953
+896
1884
$2.29M ﹤0.01%
148,282
+1,314
1885
$2.29M ﹤0.01%
58,084
+384
1886
$2.29M ﹤0.01%
173,932
+7,129
1887
$2.28M ﹤0.01%
49,364
+172
1888
$2.28M ﹤0.01%
51,384
+7,990
1889
$2.28M ﹤0.01%
112,620
+12,481
1890
$2.28M ﹤0.01%
26,421
+835
1891
$2.27M ﹤0.01%
149,256
+2,158
1892
$2.25M ﹤0.01%
61,220
+1,416
1893
$2.25M ﹤0.01%
34,082
+247
1894
$2.25M ﹤0.01%
121,546
+5,698
1895
$2.24M ﹤0.01%
104,069
+5,262
1896
$2.23M ﹤0.01%
19,228
+1,551
1897
$2.22M ﹤0.01%
179,085
+5,331
1898
$2.21M ﹤0.01%
64,048
+709
1899
$2.21M ﹤0.01%
44,753
+1,172
1900
$2.2M ﹤0.01%
107,450
+737