Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Return 24.44%
 

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 Return
+2.46%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$72.4B
AUM Growth
Cap. Flow
+$72.4B
Cap. Flow %
100%
Top 10 Hldgs %
16.51%
Holding
1,272
New
1,272
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.71%
2 Technology 12.55%
3 Healthcare 12.36%
4 Energy 10.72%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AVB icon
176
AvalonBay Communities
AVB
$27.4B
$95.4M 0.13%
+707,364
New +$95.4M
VLO icon
177
Valero Energy
VLO
$48.3B
$94.7M 0.13%
+2,723,937
New +$94.7M
HES
178
DELISTED
Hess
HES
$94.7M 0.13%
+1,424,394
New +$94.7M
DVN icon
179
Devon Energy
DVN
$22.6B
$94.4M 0.13%
+1,819,976
New +$94.4M
GLW icon
180
Corning
GLW
$59.7B
$94.2M 0.13%
+6,616,875
New +$94.2M
BXP icon
181
Boston Properties
BXP
$11.9B
$94M 0.13%
+891,686
New +$94M
CI icon
182
Cigna
CI
$81.2B
$93.9M 0.13%
+1,295,472
New +$93.9M
MMC icon
183
Marsh & McLennan
MMC
$101B
$93.8M 0.13%
+2,350,889
New +$93.8M
SRE icon
184
Sempra
SRE
$53.6B
$93.5M 0.13%
+2,288,168
New +$93.5M
PPG icon
185
PPG Industries
PPG
$24.7B
$93M 0.13%
+1,269,850
New +$93M
NBL
186
DELISTED
Noble Energy, Inc.
NBL
$92.6M 0.13%
+1,542,491
New +$92.6M
NOC icon
187
Northrop Grumman
NOC
$83B
$90.8M 0.13%
+1,096,683
New +$90.8M
CMI icon
188
Cummins
CMI
$55.2B
$90.6M 0.13%
+835,298
New +$90.6M
IP icon
189
International Paper
IP
$25.5B
$89.9M 0.12%
+2,172,767
New +$89.9M
BHI
190
DELISTED
Baker Hughes
BHI
$89.4M 0.12%
+1,936,954
New +$89.4M
CMCSK
191
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
$89M 0.12%
+2,244,457
New +$89M
AMP icon
192
Ameriprise Financial
AMP
$48.3B
$88.9M 0.12%
+1,099,912
New +$88.9M
CVE icon
193
Cenovus Energy
CVE
$29.7B
$88.6M 0.12%
+3,115,326
New +$88.6M
SYY icon
194
Sysco
SYY
$39.5B
$87.8M 0.12%
+2,571,330
New +$87.8M
ISRG icon
195
Intuitive Surgical
ISRG
$163B
$87.4M 0.12%
+1,552,878
New +$87.4M
VNO icon
196
Vornado Realty Trust
VNO
$7.66B
$87.2M 0.12%
+1,439,394
New +$87.2M
KR icon
197
Kroger
KR
$44.9B
$87.1M 0.12%
+5,046,282
New +$87.1M
XEL icon
198
Xcel Energy
XEL
$42.7B
$86.7M 0.12%
+3,060,760
New +$86.7M
BN icon
199
Brookfield
BN
$99.6B
$86.1M 0.12%
+6,845,281
New +$86.1M
APD icon
200
Air Products & Chemicals
APD
$64.5B
$85.4M 0.12%
+1,008,143
New +$85.4M