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
$280B
AUM Growth
+$19.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$268M
3 +$205M
4
GEHC icon
GE HealthCare
GEHC
+$180M
5
EXC icon
Exelon
EXC
+$123M

Top Sells

1 +$187M
2 +$180M
3 +$129M
4
NET icon
Cloudflare
NET
+$106M
5
BB icon
BlackBerry
BB
+$92.9M

Sector Composition

1 Technology 26.4%
2 Healthcare 13.8%
3 Financials 12.19%
4 Consumer Discretionary 9.58%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$1.78M ﹤0.01%
82,042
-970
1927
$1.78M ﹤0.01%
90,860
+21,465
1928
$1.78M ﹤0.01%
246,504
+4,181
1929
$1.78M ﹤0.01%
336,299
-9,859
1930
$1.78M ﹤0.01%
154,519
+20,760
1931
$1.77M ﹤0.01%
71,931
+5,311
1932
$1.77M ﹤0.01%
145,025
+6,759
1933
$1.76M ﹤0.01%
51,718
+888
1934
$1.76M ﹤0.01%
36,359
+19,325
1935
$1.76M ﹤0.01%
77,270
-711
1936
$1.75M ﹤0.01%
318,101
+13,919
1937
$1.75M ﹤0.01%
95,298
+3,167
1938
$1.75M ﹤0.01%
126,284
-44,930
1939
$1.75M ﹤0.01%
95,270
-880
1940
$1.74M ﹤0.01%
42,018
+1,176
1941
$1.73M ﹤0.01%
148,590
-42,057
1942
$1.73M ﹤0.01%
49,419
-670
1943
$1.72M ﹤0.01%
498,468
+12,766
1944
$1.72M ﹤0.01%
56,154
+2,929
1945
$1.72M ﹤0.01%
33,694
+4,767
1946
$1.71M ﹤0.01%
238,040
+2,644
1947
$1.7M ﹤0.01%
47,475
+31,947
1948
$1.7M ﹤0.01%
89,872
+7,141
1949
$1.7M ﹤0.01%
90,874
+9,287
1950
$1.7M ﹤0.01%
38,628
-302