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
$118B
AUM Growth
+$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,325
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$132M
3 +$97M
4
MSFT icon
Microsoft
MSFT
+$93.3M
5
XOM icon
Exxon Mobil
XOM
+$74.8M

Top Sells

1 +$159M
2 +$105M
3 +$69.9M
4
HAR
Harman International Industries
HAR
+$33.4M
5
XRX icon
Xerox
XRX
+$20.3M

Sector Composition

1 Financials 16.7%
2 Technology 14.75%
3 Healthcare 12.91%
4 Communication Services 9.31%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$610K ﹤0.01%
76,038
+17,755
1977
$610K ﹤0.01%
76,921
-3,554
1978
$606K ﹤0.01%
12,267
+4,951
1979
$605K ﹤0.01%
21,523
+7,153
1980
$600K ﹤0.01%
81,474
+24,462
1981
$596K ﹤0.01%
24,385
-227
1982
$594K ﹤0.01%
29,522
-123
1983
$593K ﹤0.01%
10,842
-150
1984
$591K ﹤0.01%
7,517
+3,912
1985
$591K ﹤0.01%
29,376
-935
1986
$590K ﹤0.01%
31,937
+24,987
1987
$589K ﹤0.01%
14,981
+5,013
1988
$585K ﹤0.01%
10,011
+6,773
1989
$584K ﹤0.01%
39,629
-886
1990
$584K ﹤0.01%
39,417
-396
1991
$583K ﹤0.01%
10,805
+7,132
1992
$583K ﹤0.01%
9,641
-137
1993
$581K ﹤0.01%
9,881
+887
1994
$580K ﹤0.01%
25,226
+15,692
1995
$576K ﹤0.01%
15,713
+1,631
1996
$574K ﹤0.01%
7,313
+5,272
1997
$574K ﹤0.01%
25,858
+17,792
1998
$570K ﹤0.01%
30,306
+13,187
1999
$570K ﹤0.01%
24,396
+3,645
2000
$568K ﹤0.01%
16,151
+5,539