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
$224B
AUM Growth
+$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,476
New
Increased
Reduced
Closed

Top Buys

1 +$232M
2 +$117M
3 +$65.4M
4
ADBE icon
Adobe
ADBE
+$53.8M
5
KKR icon
KKR & Co
KKR
+$45.6M

Top Sells

1 +$515M
2 +$122M
3 +$111M
4
MSFT icon
Microsoft
MSFT
+$110M
5
FSLY icon
Fastly, Inc. Class A Common Stock
FSLY
+$91.7M

Sector Composition

1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$1.27M ﹤0.01%
15,459
+461
1952
$1.26M ﹤0.01%
83,965
+75,703
1953
$1.26M ﹤0.01%
112,371
+9,781
1954
$1.26M ﹤0.01%
66,603
+1,511
1955
$1.25M ﹤0.01%
54,196
+204
1956
$1.25M ﹤0.01%
57,806
-4,814
1957
$1.24M ﹤0.01%
550,888
+57,332
1958
$1.24M ﹤0.01%
38,531
+381
1959
$1.24M ﹤0.01%
227,663
-4,768
1960
$1.24M ﹤0.01%
118,952
+2,014
1961
$1.23M ﹤0.01%
3,208
+1,953
1962
$1.23M ﹤0.01%
58,974
+417
1963
$1.23M ﹤0.01%
74,505
+9,254
1964
$1.23M ﹤0.01%
134,706
+11,569
1965
$1.21M ﹤0.01%
40,130
+19,387
1966
$1.21M ﹤0.01%
58,099
-7,166
1967
$1.21M ﹤0.01%
30,316
+10,644
1968
$1.19M ﹤0.01%
62,048
+10,071
1969
$1.19M ﹤0.01%
51,036
+278
1970
$1.19M ﹤0.01%
7,359
-1,517
1971
$1.19M ﹤0.01%
7,120
-1,498
1972
$1.18M ﹤0.01%
41,944
+81
1973
$1.18M ﹤0.01%
18,198
+15,500
1974
$1.18M ﹤0.01%
22,306
1975
$1.16M ﹤0.01%
125,244
-4,759