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
$280B
AUM Growth
+$19.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$268M
3 +$205M
4
GEHC icon
GE HealthCare
GEHC
+$180M
5
EXC icon
Exelon
EXC
+$123M

Top Sells

1 +$187M
2 +$180M
3 +$129M
4
NET icon
Cloudflare
NET
+$106M
5
BB icon
BlackBerry
BB
+$92.9M

Sector Composition

1 Technology 26.4%
2 Healthcare 13.8%
3 Financials 12.19%
4 Consumer Discretionary 9.58%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$1.61M ﹤0.01%
94,845
+19,362
1977
$1.6M ﹤0.01%
50,162
+4,051
1978
$1.6M ﹤0.01%
24,996
+1,384
1979
$1.59M ﹤0.01%
69,068
-1,328
1980
$1.59M ﹤0.01%
52,278
+2,841
1981
$1.58M ﹤0.01%
109,895
+10,383
1982
$1.57M ﹤0.01%
84,008
-1,949
1983
$1.57M ﹤0.01%
404,312
-28,367
1984
$1.57M ﹤0.01%
57,919
-1,038
1985
$1.57M ﹤0.01%
58,525
-3,354
1986
$1.56M ﹤0.01%
66,287
-667,525
1987
$1.56M ﹤0.01%
56,833
-685
1988
$1.56M ﹤0.01%
132,466
+23,402
1989
$1.55M ﹤0.01%
3,325
+209
1990
$1.55M ﹤0.01%
110,701
+7,304
1991
$1.54M ﹤0.01%
73,003
+11,513
1992
$1.54M ﹤0.01%
42,989
-361
1993
$1.53M ﹤0.01%
198,947
-1,883
1994
$1.53M ﹤0.01%
69,803
-1,031
1995
$1.53M ﹤0.01%
162,160
-1,745
1996
$1.52M ﹤0.01%
50,606
+6,762
1997
$1.52M ﹤0.01%
45,875
+276
1998
$1.52M ﹤0.01%
35,661
+16,395
1999
$1.52M ﹤0.01%
46,998
+2,777
2000
$1.51M ﹤0.01%
75,952
-1,014