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
$98.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$65.3M
2 +$47.3M
3 +$46.7M
4
DELL icon
Dell
DELL
+$43.9M
5
MAR icon
Marriott International
MAR
+$41.1M

Top Sells

1 +$242M
2 +$136M
3 +$62.2M
4
GE icon
GE Aerospace
GE
+$58.2M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$56.1M

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$249K ﹤0.01%
11,950
+641
1977
$248K ﹤0.01%
22,230
+17,288
1978
$248K ﹤0.01%
19,051
+14,900
1979
$246K ﹤0.01%
10,874
+2,414
1980
$245K ﹤0.01%
16,720
-3,263
1981
$245K ﹤0.01%
22,600
+936
1982
$244K ﹤0.01%
18,036
-2,577
1983
$243K ﹤0.01%
10,000
1984
$243K ﹤0.01%
10,125
+1,026
1985
$239K ﹤0.01%
10,180
+3,900
1986
$239K ﹤0.01%
5,742
1987
$237K ﹤0.01%
26,712
-678
1988
$237K ﹤0.01%
39,704
+32,764
1989
$236K ﹤0.01%
9,812
+2,710
1990
$235K ﹤0.01%
19,571
+16,061
1991
$232K ﹤0.01%
7,643
+5,972
1992
$232K ﹤0.01%
8,334
+2,463
1993
$229K ﹤0.01%
4,489
1994
$226K ﹤0.01%
20,170
+16,146
1995
$226K ﹤0.01%
4,200
1996
$224K ﹤0.01%
8,953
+7,760
1997
$222K ﹤0.01%
16,540
-2,856
1998
$221K ﹤0.01%
84,474
1999
$221K ﹤0.01%
1,509
-66
2000
$217K ﹤0.01%
12,160
+448