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
1951
$1.69M ﹤0.01%
55,681
-763
1952
$1.69M ﹤0.01%
33,744
-66,305
1953
$1.69M ﹤0.01%
11,095
-10,050
1954
$1.68M ﹤0.01%
108,669
-1,306
1955
$1.68M ﹤0.01%
20,918
+2,616
1956
$1.68M ﹤0.01%
133,969
-3,266
1957
$1.68M ﹤0.01%
547,459
1958
$1.68M ﹤0.01%
54,601
+3,828
1959
$1.67M ﹤0.01%
35,631
+2,705
1960
$1.67M ﹤0.01%
171,432
-1,303
1961
$1.66M ﹤0.01%
57,118
-502
1962
$1.66M ﹤0.01%
145,856
+8,474
1963
$1.66M ﹤0.01%
44,885
-561
1964
$1.66M ﹤0.01%
193,137
-30,340
1965
$1.65M ﹤0.01%
37,225
+980
1966
$1.65M ﹤0.01%
228,239
+35,666
1967
$1.65M ﹤0.01%
194,723
-6,499
1968
$1.64M ﹤0.01%
75,783
+13,051
1969
$1.64M ﹤0.01%
53,907
-10,326
1970
$1.63M ﹤0.01%
260,351
+124,693
1971
$1.62M ﹤0.01%
47,367
+11,447
1972
$1.61M ﹤0.01%
+44,520
1973
$1.61M ﹤0.01%
60,419
+3,389
1974
$1.61M ﹤0.01%
125,627
+2,916
1975
$1.61M ﹤0.01%
70,071
-5,655