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
+9.13%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$307B
AUM Growth
+$307B
Cap. Flow
+$7.49B
Cap. Flow %
2.44%
Top 10 Hldgs %
25.83%
Holding
3,624
New
248
Increased
1,960
Reduced
993
Closed
219

Sector Composition

1 Technology 28.76%
2 Healthcare 13.34%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GIS icon
176
General Mills
GIS
$26.4B
$353M 0.11% 4,600,250 +105,949 +2% +$8.13M
ADSK icon
177
Autodesk
ADSK
$67.3B
$350M 0.11% 1,710,864 +126,289 +8% +$25.8M
TRV icon
178
Travelers Companies
TRV
$61.1B
$350M 0.11% 2,015,669 +9,368 +0.5% +$1.63M
IDXX icon
179
Idexx Laboratories
IDXX
$51.8B
$349M 0.11% 694,960 +21,103 +3% +$10.6M
XEL icon
180
Xcel Energy
XEL
$42.8B
$348M 0.11% 5,596,246 +104,346 +2% +$6.49M
TT icon
181
Trane Technologies
TT
$92.5B
$347M 0.11% 1,816,740 +61,117 +3% +$11.7M
PNC icon
182
PNC Financial Services
PNC
$81.7B
$347M 0.11% 2,756,940 -78,018 -3% -$9.83M
AZO icon
183
AutoZone
AZO
$70.2B
$347M 0.11% 139,089 +964 +0.7% +$2.4M
TEL icon
184
TE Connectivity
TEL
$61B
$346M 0.11% 2,471,399 +99,581 +4% +$14M
A icon
185
Agilent Technologies
A
$35.7B
$346M 0.11% 2,874,368 +73,594 +3% +$8.85M
FCX icon
186
Freeport-McMoran
FCX
$63.7B
$345M 0.11% 8,628,355 -3,597 -0% -$144K
AFL icon
187
Aflac
AFL
$57.2B
$344M 0.11% 4,934,593 +3,947 +0.1% +$276K
BNS icon
188
Scotiabank
BNS
$77.6B
$340M 0.11% 6,784,985 +204,526 +3% +$10.2M
ROP icon
189
Roper Technologies
ROP
$56.6B
$338M 0.11% 703,782 +15,414 +2% +$7.41M
JCI icon
190
Johnson Controls International
JCI
$69.9B
$338M 0.11% 4,953,942 +96,803 +2% +$6.6M
DXCM icon
191
DexCom
DXCM
$29.5B
$335M 0.11% 2,603,276 +89,358 +4% +$11.5M
HSY icon
192
Hershey
HSY
$37.3B
$334M 0.11% 1,337,677 +15,525 +1% +$3.88M
MCHP icon
193
Microchip Technology
MCHP
$35.1B
$333M 0.11% 3,720,538 +172,900 +5% +$15.5M
PCAR icon
194
PACCAR
PCAR
$52.5B
$332M 0.11% 3,966,546 +46,493 +1% +$3.89M
USB icon
195
US Bancorp
USB
$76B
$330M 0.11% 10,000,376 +622,764 +7% +$20.6M
EL icon
196
Estee Lauder
EL
$33B
$330M 0.11% 1,678,369 -33,525 -2% -$6.58M
CTAS icon
197
Cintas
CTAS
$84.6B
$328M 0.11% 659,819 +31,488 +5% +$15.7M
APH icon
198
Amphenol
APH
$133B
$326M 0.11% 3,836,772 +11,766 +0.3% +$1,000K
PSX icon
199
Phillips 66
PSX
$54B
$325M 0.11% 3,409,409 -54,849 -2% -$5.23M
MNST icon
200
Monster Beverage
MNST
$60.9B
$321M 0.1% 5,584,299 -118,463 -2% -$6.8M