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
$129B
AUM Growth
-$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,449
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$309M
3 +$306M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$240M
5
META icon
Meta Platforms (Facebook)
META
+$229M

Top Sells

1 +$325M
2 +$303M
3 +$213M
4
COL
Rockwell Collins
COL
+$103M
5
ANDV
Andeavor
ANDV
+$96.2M

Sector Composition

1 Technology 16.38%
2 Financials 15.21%
3 Healthcare 13.81%
4 Consumer Discretionary 10.01%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$928K ﹤0.01%
21,700
+20,101
1927
$922K ﹤0.01%
60,473
+576
1928
$920K ﹤0.01%
118,846
-5,440
1929
$915K ﹤0.01%
15,265
+2,399
1930
$913K ﹤0.01%
22,916
+359
1931
$913K ﹤0.01%
64,502
+812
1932
$912K ﹤0.01%
48,683
+3,234
1933
$912K ﹤0.01%
59,497
+2,291
1934
$906K ﹤0.01%
40,878
-44,915
1935
$904K ﹤0.01%
37,792
+3,708
1936
$902K ﹤0.01%
246,066
+35,664
1937
$899K ﹤0.01%
20,687
+3,308
1938
$897K ﹤0.01%
16,635
+995
1939
$895K ﹤0.01%
45,791
-333
1940
$894K ﹤0.01%
21,779
+3,714
1941
$893K ﹤0.01%
65,105
+6,017
1942
$892K ﹤0.01%
57,782
-136
1943
$884K ﹤0.01%
48,407
-347
1944
$884K ﹤0.01%
15,256
+2,325
1945
$876K ﹤0.01%
67,726
+61,079
1946
$876K ﹤0.01%
100,215
+7,476
1947
$874K ﹤0.01%
57,885
+884
1948
$868K ﹤0.01%
35,538
-4,236
1949
$868K ﹤0.01%
184,930
-390
1950
$868K ﹤0.01%
60,161
+41,040