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
$175B
AUM Growth
+$46.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,405
New
Increased
Reduced
Closed

Top Buys

1 +$1.06B
2 +$1.01B
3 +$910M
4
JNJ icon
Johnson & Johnson
JNJ
+$428M
5
JPM icon
JPMorgan Chase
JPM
+$382M

Top Sells

1 +$309M
2 +$260M
3 +$157M
4
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$121M
5
SCG
Scana
SCG
+$62.3M

Sector Composition

1 Technology 17.64%
2 Financials 15.01%
3 Healthcare 13.13%
4 Consumer Discretionary 10.52%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$986K ﹤0.01%
45,093
+4,703
1977
$975K ﹤0.01%
94,269
+12,589
1978
$969K ﹤0.01%
+6,594
1979
$969K ﹤0.01%
29,517
+2,690
1980
$967K ﹤0.01%
41,216
+4,202
1981
$960K ﹤0.01%
104,470
+48,504
1982
$936K ﹤0.01%
98,472
+45,446
1983
$934K ﹤0.01%
19,690
+1,981
1984
$928K ﹤0.01%
66,942
1985
$925K ﹤0.01%
71,240
1986
$925K ﹤0.01%
26,674
+1,455
1987
$919K ﹤0.01%
25,603
+6,058
1988
$917K ﹤0.01%
591,569
-482,066
1989
$916K ﹤0.01%
197,437
+18,218
1990
$916K ﹤0.01%
23,047
+413
1991
$915K ﹤0.01%
13,968
+260
1992
$909K ﹤0.01%
39,936
+3,717
1993
$908K ﹤0.01%
20,266
+414
1994
$903K ﹤0.01%
23,396
+10,211
1995
$902K ﹤0.01%
82,378
+38,181
1996
$901K ﹤0.01%
24,790
1997
$901K ﹤0.01%
37,831
+693
1998
$900K ﹤0.01%
52,834
+33,512
1999
$893K ﹤0.01%
42,673
+4,234
2000
$888K ﹤0.01%
24,100
+763