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
1901
$317K ﹤0.01%
22,951
-482
1902
$317K ﹤0.01%
19,324
+15,100
1903
$315K ﹤0.01%
5,329
-129
1904
$315K ﹤0.01%
28,241
+22,025
1905
$312K ﹤0.01%
9,564
-497
1906
$310K ﹤0.01%
44,689
+35,488
1907
$308K ﹤0.01%
10,943
+9,035
1908
$308K ﹤0.01%
2,550
+258
1909
$305K ﹤0.01%
18,061
+2,838
1910
$304K ﹤0.01%
10,015
+1,841
1911
$303K ﹤0.01%
17,263
1912
$303K ﹤0.01%
8,094
+1,069
1913
$302K ﹤0.01%
5,470
+1,429
1914
$301K ﹤0.01%
25,686
+17,978
1915
$300K ﹤0.01%
8,609
-218
1916
$299K ﹤0.01%
5,501
+608
1917
$299K ﹤0.01%
20,284
+1,714
1918
$299K ﹤0.01%
7,557
-1,136
1919
$298K ﹤0.01%
8,911
-395
1920
$297K ﹤0.01%
13,116
-374
1921
$296K ﹤0.01%
7,434
+6,050
1922
$295K ﹤0.01%
15,994
+12,895
1923
$294K ﹤0.01%
9,500
+1,875
1924
$294K ﹤0.01%
16,364
+12,132
1925
$294K ﹤0.01%
13,620
+6,385