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
$256B
AUM Growth
-$26.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,552
New
Increased
Reduced
Closed

Top Buys

1 +$225M
2 +$101M
3 +$87.2M
4
ZD icon
Ziff Davis
ZD
+$84.2M
5
BB icon
BlackBerry
BB
+$80.6M

Top Sells

1 +$712M
2 +$602M
3 +$477M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$212M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160M

Sector Composition

1 Technology 24.29%
2 Healthcare 14.37%
3 Financials 13.06%
4 Consumer Discretionary 10.12%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$1.76M ﹤0.01%
265,618
-157,685
1927
$1.76M ﹤0.01%
51,564
+1,704
1928
$1.76M ﹤0.01%
24,105
-1,019
1929
$1.75M ﹤0.01%
190,223
-6,964
1930
$1.75M ﹤0.01%
26,200
+21,990
1931
$1.75M ﹤0.01%
75,910
-5,404
1932
$1.74M ﹤0.01%
12,350
-478
1933
$1.74M ﹤0.01%
53,956
-492
1934
$1.73M ﹤0.01%
46,981
-5,635
1935
$1.72M ﹤0.01%
92,041
+3,533
1936
$1.72M ﹤0.01%
213,745
+5,326
1937
$1.72M ﹤0.01%
166,654
-1,631
1938
$1.71M ﹤0.01%
72,138
+56,279
1939
$1.71M ﹤0.01%
35,500
1940
$1.71M ﹤0.01%
163,470
-38,415
1941
$1.71M ﹤0.01%
64,875
+755
1942
$1.71M ﹤0.01%
73,964
-2,029
1943
$1.7M ﹤0.01%
38,182
-217
1944
$1.7M ﹤0.01%
86,994
-767
1945
$1.7M ﹤0.01%
83,616
-11,893
1946
$1.7M ﹤0.01%
71,624
+700
1947
$1.69M ﹤0.01%
174,696
+22,936
1948
$1.69M ﹤0.01%
125,290
-3,834
1949
$1.69M ﹤0.01%
35,149
-6,234
1950
$1.69M ﹤0.01%
69,608
+1,017