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
$307B
AUM Growth
+$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,624
New
Increased
Reduced
Closed

Top Buys

1 +$438M
2 +$419M
3 +$419M
4
AMZN icon
Amazon
AMZN
+$344M
5
AVGO icon
Broadcom
AVGO
+$204M

Top Sells

1 +$469M
2 +$125M
3 +$91.9M
4
SJR
Shaw Communications Inc.
SJR
+$67.2M
5
DELL icon
Dell
DELL
+$59.7M

Sector Composition

1 Technology 28.76%
2 Healthcare 13.35%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$1.92M ﹤0.01%
105,397
+12,146
1952
$1.92M ﹤0.01%
286,648
-138
1953
$1.92M ﹤0.01%
126,143
+26,639
1954
$1.91M ﹤0.01%
21,303
+762
1955
$1.89M ﹤0.01%
55,426
+6,007
1956
$1.89M ﹤0.01%
109,665
+10,414
1957
$1.88M ﹤0.01%
40,364
+10,977
1958
$1.88M ﹤0.01%
351,899
+33,798
1959
$1.87M ﹤0.01%
88,531
-3,442
1960
$1.87M ﹤0.01%
311,735
+148,800
1961
$1.87M ﹤0.01%
55,253
-1,499
1962
$1.87M ﹤0.01%
34,132
+438
1963
$1.87M ﹤0.01%
82,970
+9,671
1964
$1.85M ﹤0.01%
42,801
+4,173
1965
$1.85M ﹤0.01%
82,458
+2,439
1966
$1.85M ﹤0.01%
127,418
+17,238
1967
$1.84M ﹤0.01%
68,333
+17,727
1968
$1.83M ﹤0.01%
57,523
+4,380
1969
$1.82M ﹤0.01%
14,197
+1,646
1970
$1.82M ﹤0.01%
1,030,202
+70,854
1971
$1.82M ﹤0.01%
298,842
+13,454
1972
$1.82M ﹤0.01%
32,682
+2,296
1973
$1.82M ﹤0.01%
69,132
+33,487
1974
$1.81M ﹤0.01%
193,092
+28,848
1975
$1.8M ﹤0.01%
146,767
-695