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
$124B
AUM Growth
+$5.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,485
New
Increased
Reduced
Closed

Top Buys

1 +$112M
2 +$111M
3 +$90.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$72.2M
5
AMZN icon
Amazon
AMZN
+$64M

Top Sells

1 +$199M
2 +$83.6M
3 +$75.4M
4
HPE icon
Hewlett Packard
HPE
+$54.2M
5
CSC
Computer Sciences
CSC
+$48.8M

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$657K ﹤0.01%
2,700
-1,484
1977
$652K ﹤0.01%
43,902
+4,485
1978
$650K ﹤0.01%
18,022
-177,998
1979
$649K ﹤0.01%
16,289
+576
1980
$649K ﹤0.01%
13,545
+2,894
1981
$645K ﹤0.01%
24,547
1982
$644K ﹤0.01%
12,517
+2,506
1983
$644K ﹤0.01%
54,077
+1,981
1984
$643K ﹤0.01%
7,367
+378
1985
$640K ﹤0.01%
18,037
1986
$637K ﹤0.01%
34,578
+3,902
1987
$637K ﹤0.01%
34,936
+5,083
1988
$636K ﹤0.01%
19,386
+1,546
1989
$630K ﹤0.01%
25,349
+856
1990
$627K ﹤0.01%
41,521
+3,088
1991
$622K ﹤0.01%
17,681
+4,683
1992
$620K ﹤0.01%
12,985
+653
1993
$618K ﹤0.01%
15,386
+405
1994
$616K ﹤0.01%
31,234
-217
1995
$616K ﹤0.01%
15,612
+592
1996
$612K ﹤0.01%
43,719
+1,868
1997
$612K ﹤0.01%
55,282
1998
$607K ﹤0.01%
30,835
+1,317
1999
$607K ﹤0.01%
20,058
+1,646
2000
$605K ﹤0.01%
216,791
+23,533