Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+0.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$308B
AUM Growth
+$308B
Cap. Flow
+$7.87B
Cap. Flow %
2.56%
Top 10 Hldgs %
21.95%
Holding
3,551
New
77
Increased
2,298
Reduced
672
Closed
55

Sector Composition

1 Technology 25.04%
2 Financials 13.72%
3 Healthcare 12.6%
4 Consumer Discretionary 10.97%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KKR icon
176
KKR & Co
KKR
$124B
$383M 0.12% 6,299,098 -193,479 -3% -$11.8M
EA icon
177
Electronic Arts
EA
$43B
$383M 0.12% 2,692,609 +47,741 +2% +$6.79M
FDX icon
178
FedEx
FDX
$54.5B
$380M 0.12% 1,732,857 +42,479 +3% +$9.32M
MSCI icon
179
MSCI
MSCI
$43.9B
$377M 0.12% 618,984 +66,948 +12% +$40.7M
VRTX icon
180
Vertex Pharmaceuticals
VRTX
$100B
$375M 0.12% 2,068,334 +119,277 +6% +$21.6M
CMI icon
181
Cummins
CMI
$54.9B
$375M 0.12% 1,668,087 +79,105 +5% +$17.8M
FTNT icon
182
Fortinet
FTNT
$60.4B
$374M 0.12% 1,281,900 -3,377 -0.3% -$986K
KMB icon
183
Kimberly-Clark
KMB
$42.8B
$373M 0.12% 2,818,225 -5,068 -0.2% -$671K
PANW icon
184
Palo Alto Networks
PANW
$127B
$371M 0.12% 774,359 +20,461 +3% +$9.8M
ALL icon
185
Allstate
ALL
$53.6B
$371M 0.12% 2,911,369 +109,951 +4% +$14M
NXPI icon
186
NXP Semiconductors
NXPI
$59.2B
$370M 0.12% 1,889,787 +34,688 +2% +$6.79M
BMO icon
187
Bank of Montreal
BMO
$86.7B
$369M 0.12% 3,696,323 +15,963 +0.4% +$1.59M
PEG icon
188
Public Service Enterprise Group
PEG
$41.1B
$368M 0.12% 6,049,563 +117,894 +2% +$7.18M
ARE icon
189
Alexandria Real Estate Equities
ARE
$14.1B
$367M 0.12% 1,918,397 +166,736 +10% +$31.9M
XLNX
190
DELISTED
Xilinx Inc
XLNX
$365M 0.12% 2,416,534 +65,043 +3% +$9.82M
TEL icon
191
TE Connectivity
TEL
$61B
$365M 0.12% 2,658,858 +7,170 +0.3% +$984K
KMI icon
192
Kinder Morgan
KMI
$60B
$362M 0.12% 21,666,621 +329,477 +2% +$5.51M
TRV icon
193
Travelers Companies
TRV
$61.1B
$362M 0.12% 2,378,943 +108,177 +5% +$16.4M
ALGN icon
194
Align Technology
ALGN
$10.3B
$362M 0.12% 543,360 +16,398 +3% +$10.9M
BK icon
195
Bank of New York Mellon
BK
$74.5B
$354M 0.12% 6,834,245 +275,086 +4% +$14.3M
CTSH icon
196
Cognizant
CTSH
$35.3B
$354M 0.12% 4,770,176 +173,588 +4% +$12.9M
BN icon
197
Brookfield
BN
$98.3B
$349M 0.11% 6,510,476 -10,370 -0.2% -$556K
CMG icon
198
Chipotle Mexican Grill
CMG
$56.5B
$347M 0.11% 190,973 +7,557 +4% +$13.7M
UBER icon
199
Uber
UBER
$196B
$345M 0.11% 7,692,147 -19,204 -0.2% -$860K
DXCM icon
200
DexCom
DXCM
$29.5B
$343M 0.11% 627,311 +18,541 +3% +$10.1M