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
$256B
AUM Growth
-$26.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,552
New
Increased
Reduced
Closed

Top Buys

1 +$225M
2 +$101M
3 +$87.2M
4
ZD icon
Ziff Davis
ZD
+$84.2M
5
BB icon
BlackBerry
BB
+$80.6M

Top Sells

1 +$712M
2 +$602M
3 +$477M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$212M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160M

Sector Composition

1 Technology 24.29%
2 Healthcare 14.37%
3 Financials 13.06%
4 Consumer Discretionary 10.12%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$1.55M ﹤0.01%
332,236
+4,099
1977
$1.55M ﹤0.01%
39,566
-2,242
1978
$1.54M ﹤0.01%
105,317
-8,546
1979
$1.54M ﹤0.01%
348,952
+210,861
1980
$1.54M ﹤0.01%
69,306
-11,284
1981
$1.54M ﹤0.01%
35,502
-766
1982
$1.53M ﹤0.01%
48,159
-5,327
1983
$1.53M ﹤0.01%
30,760
-312
1984
$1.53M ﹤0.01%
134,440
+3,611
1985
$1.53M ﹤0.01%
48,329
-1,377
1986
$1.53M ﹤0.01%
48,436
-2,802
1987
$1.52M ﹤0.01%
52,930
+917
1988
$1.51M ﹤0.01%
50,820
-2,304
1989
$1.51M ﹤0.01%
40,226
+191
1990
$1.51M ﹤0.01%
127,072
+13,343
1991
$1.51M ﹤0.01%
24,124
-2,266
1992
$1.5M ﹤0.01%
55,983
-531
1993
$1.5M ﹤0.01%
168,821
-544
1994
$1.5M ﹤0.01%
82,531
+836
1995
$1.5M ﹤0.01%
18,308
-227
1996
$1.5M ﹤0.01%
69,641
-5,499
1997
$1.49M ﹤0.01%
129,923
+12,574
1998
$1.49M ﹤0.01%
61,337
+5,148
1999
$1.49M ﹤0.01%
191,589
+18,268
2000
$1.49M ﹤0.01%
51,220
+29,411