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
$140B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,435
New
Increased
Reduced
Closed

Top Buys

1 +$69.6M
2 +$53.9M
3 +$53M
4
ABMD
Abiomed Inc
ABMD
+$47M
5
EVRG icon
Evergy
EVRG
+$46.1M

Top Sells

1 +$110M
2 +$72.4M
3 +$65.6M
4
UPS icon
United Parcel Service
UPS
+$33.1M
5
RY icon
Royal Bank of Canada
RY
+$32.5M

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$1.18M ﹤0.01%
72,832
1902
$1.17M ﹤0.01%
64,938
+4,078
1903
$1.16M ﹤0.01%
8,993
1904
$1.16M ﹤0.01%
215,396
-27,885
1905
$1.16M ﹤0.01%
59,897
+9,455
1906
$1.16M ﹤0.01%
11,931
+148
1907
$1.16M ﹤0.01%
35,213
+2,442
1908
$1.16M ﹤0.01%
22,557
-506
1909
$1.15M ﹤0.01%
29,372
+1,731
1910
$1.15M ﹤0.01%
4,734
+770
1911
$1.15M ﹤0.01%
75,632
-767
1912
$1.15M ﹤0.01%
59,088
+4,552
1913
$1.15M ﹤0.01%
45,888
+30,056
1914
$1.14M ﹤0.01%
35,265
+2,683
1915
$1.14M ﹤0.01%
25,135
+2,552
1916
$1.14M ﹤0.01%
11,999
1917
$1.14M ﹤0.01%
37,013
+3,448
1918
$1.13M ﹤0.01%
114,983
+16,053
1919
$1.13M ﹤0.01%
16,378
+987
1920
$1.13M ﹤0.01%
70,596
+14,891
1921
$1.12M ﹤0.01%
179,219
+33,799
1922
$1.12M ﹤0.01%
8,849
+2,086
1923
$1.11M ﹤0.01%
79,620
+12,060
1924
$1.11M ﹤0.01%
8,825
+165
1925
$1.1M ﹤0.01%
47,384
-277