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
$190B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,530
New
Increased
Reduced
Closed

Top Buys

1 +$209M
2 +$137M
3 +$135M
4
LHX icon
L3Harris
LHX
+$124M
5
FISV
Fiserv Inc
FISV
+$101M

Top Sells

1 +$213M
2 +$201M
3 +$200M
4
TSS
Total System Services, Inc.
TSS
+$133M
5
LLL
L3 Technologies, Inc.
LLL
+$112M

Sector Composition

1 Technology 18.18%
2 Financials 15.26%
3 Healthcare 12.13%
4 Consumer Discretionary 10.33%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$1.11M ﹤0.01%
163,197
1952
$1.11M ﹤0.01%
65,820
+8,262
1953
$1.11M ﹤0.01%
31,680
+10,037
1954
$1.11M ﹤0.01%
44,551
-11,792
1955
$1.11M ﹤0.01%
17,933
+3,123
1956
$1.1M ﹤0.01%
37,612
+32,859
1957
$1.1M ﹤0.01%
30,711
+1,194
1958
$1.09M ﹤0.01%
152,633
+4,744
1959
$1.09M ﹤0.01%
26,347
+3,817
1960
$1.09M ﹤0.01%
28,964
+4,428
1961
$1.09M ﹤0.01%
56,510
+38,517
1962
$1.08M ﹤0.01%
17,065
+6,300
1963
$1.08M ﹤0.01%
28,951
+5,578
1964
$1.07M ﹤0.01%
10,407
+6,264
1965
$1.07M ﹤0.01%
172,508
-11,884
1966
$1.06M ﹤0.01%
64,152
+16,406
1967
$1.06M ﹤0.01%
39,628
+3,676
1968
$1.06M ﹤0.01%
83,454
+3,222
1969
$1.06M ﹤0.01%
209,699
+12,262
1970
$1.06M ﹤0.01%
119,507
+13,858
1971
$1.05M ﹤0.01%
20,022
+1,953
1972
$1.05M ﹤0.01%
13,990
+3,149
1973
$1.05M ﹤0.01%
49,293
+1,750
1974
$1.05M ﹤0.01%
130,908
+16,166
1975
$1.05M ﹤0.01%
31,467
+657