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
1951
$863K ﹤0.01%
141,895
+18,815
1952
$863K ﹤0.01%
106,730
+6,282
1953
$862K ﹤0.01%
83,037
-963
1954
$861K ﹤0.01%
239,554
+160,311
1955
$858K ﹤0.01%
54,418
-224
1956
$858K ﹤0.01%
116,024
-1,866
1957
$853K ﹤0.01%
123,716
+861
1958
$851K ﹤0.01%
17,292
+1,262
1959
$849K ﹤0.01%
109,440
-952
1960
$848K ﹤0.01%
41,388
-42
1961
$846K ﹤0.01%
115,304
+2,701
1962
$841K ﹤0.01%
31,470
+268
1963
$838K ﹤0.01%
286,771
+89,555
1964
$832K ﹤0.01%
58,300
+9,593
1965
$830K ﹤0.01%
22,634
+3,717
1966
$823K ﹤0.01%
18,608
+991
1967
$822K ﹤0.01%
47,888
-1,499
1968
$819K ﹤0.01%
16,498
+2,787
1969
$819K ﹤0.01%
73,074
-204
1970
$815K ﹤0.01%
39,616
-575
1971
$808K ﹤0.01%
34,403
+14,649
1972
$807K ﹤0.01%
37,081
-1,560
1973
$807K ﹤0.01%
54,233
+6,849
1974
$806K ﹤0.01%
15,422
+820
1975
$800K ﹤0.01%
23,337
+5,116