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
$98.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$65.3M
2 +$47.3M
3 +$46.7M
4
DELL icon
Dell
DELL
+$43.9M
5
MAR icon
Marriott International
MAR
+$41.1M

Top Sells

1 +$242M
2 +$136M
3 +$62.2M
4
GE icon
GE Aerospace
GE
+$58.2M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$56.1M

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$269K ﹤0.01%
9,043
+134
1952
$268K ﹤0.01%
4,971
-833
1953
$267K ﹤0.01%
23,391
+18,587
1954
$266K ﹤0.01%
73,992
+61,028
1955
$265K ﹤0.01%
13,445
+10,900
1956
$265K ﹤0.01%
14,294
-641
1957
$264K ﹤0.01%
11,526
+1,604
1958
$263K ﹤0.01%
22,478
+17,807
1959
$262K ﹤0.01%
15,390
1960
$262K ﹤0.01%
5,715
+301
1961
$262K ﹤0.01%
2,101
1962
$261K ﹤0.01%
17,194
+13,013
1963
$260K ﹤0.01%
20,365
+17,326
1964
$260K ﹤0.01%
6,684
-244
1965
$259K ﹤0.01%
18,644
+2,389
1966
$258K ﹤0.01%
46,951
1967
$256K ﹤0.01%
8,708
+1,972
1968
$254K ﹤0.01%
5,198
+3,995
1969
$254K ﹤0.01%
24,998
-3,158
1970
$254K ﹤0.01%
22,852
-2,297
1971
$252K ﹤0.01%
14,890
+11,676
1972
$252K ﹤0.01%
750
-79
1973
$252K ﹤0.01%
10,443
+2,159
1974
$249K ﹤0.01%
7,453
-970
1975
$249K ﹤0.01%
+45,782