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
$140B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,435
New
Increased
Reduced
Closed

Top Buys

1 +$69.6M
2 +$53.9M
3 +$53M
4
ABMD
Abiomed Inc
ABMD
+$47M
5
EVRG icon
Evergy
EVRG
+$46.1M

Top Sells

1 +$110M
2 +$72.4M
3 +$65.6M
4
UPS icon
United Parcel Service
UPS
+$33.1M
5
RY icon
Royal Bank of Canada
RY
+$32.5M

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$927K ﹤0.01%
24,076
+2,933
1977
$926K ﹤0.01%
266,806
-532,060
1978
$923K ﹤0.01%
16,844
+4,137
1979
$921K ﹤0.01%
59,613
1980
$920K ﹤0.01%
73,278
+7,092
1981
$913K ﹤0.01%
75,364
+12,548
1982
$910K ﹤0.01%
64,824
+4,694
1983
$904K ﹤0.01%
25,061
+953
1984
$895K ﹤0.01%
31,394
-2,098
1985
$895K ﹤0.01%
40,419
+23,689
1986
$887K ﹤0.01%
40,417
+2,437
1987
$884K ﹤0.01%
34,237
+1,110
1988
$883K ﹤0.01%
10,992
+1,787
1989
$881K ﹤0.01%
132,791
-4,934
1990
$868K ﹤0.01%
6,803
-182
1991
$862K ﹤0.01%
28,335
+4,665
1992
$858K ﹤0.01%
18,634
+10,688
1993
$857K ﹤0.01%
9,047
+5,329
1994
$852K ﹤0.01%
41,430
+3,432
1995
$850K ﹤0.01%
44,434
+1,884
1996
$847K ﹤0.01%
17,469
+10,121
1997
$845K ﹤0.01%
8,552
1998
$844K ﹤0.01%
18,917
+3,681
1999
$842K ﹤0.01%
17,771
+4,305
2000
$839K ﹤0.01%
+24,000