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
$131B
AUM Growth
-$7.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,334
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$113M
3 +$54.7M
4
WP
Worldpay, Inc.
WP
+$47.7M
5
IPGP icon
IPG Photonics
IPGP
+$46.1M

Top Sells

1 +$340M
2 +$230M
3 +$145M
4
AMZN icon
Amazon
AMZN
+$133M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122M

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$899K ﹤0.01%
21,302
+468
1927
$897K ﹤0.01%
24,960
-4,305
1928
$896K ﹤0.01%
68,966
1929
$891K ﹤0.01%
3,273
+471
1930
$890K ﹤0.01%
+74,087
1931
$887K ﹤0.01%
67,639
+6,276
1932
$886K ﹤0.01%
36,119
+1,197
1933
$886K ﹤0.01%
54,861
+2,898
1934
$884K ﹤0.01%
55,946
+2,943
1935
$882K ﹤0.01%
49,845
+754
1936
$879K ﹤0.01%
44,878
-14,411
1937
$878K ﹤0.01%
15,579
-2,697
1938
$873K ﹤0.01%
7,427
-593
1939
$873K ﹤0.01%
33,948
1940
$867K ﹤0.01%
61,069
-11,070
1941
$866K ﹤0.01%
23,499
-86
1942
$863K ﹤0.01%
67,806
+5,618
1943
$860K ﹤0.01%
9,034
-297
1944
$860K ﹤0.01%
230,954
+18,039
1945
$859K ﹤0.01%
16,373
+142
1946
$859K ﹤0.01%
22,057
-2,160
1947
$858K ﹤0.01%
28,266
-4,360
1948
$857K ﹤0.01%
36,119
-1,735
1949
$856K ﹤0.01%
43,116
-5,648
1950
$856K ﹤0.01%
110,001
-11,248