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
$307B
AUM Growth
+$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,624
New
Increased
Reduced
Closed

Top Buys

1 +$438M
2 +$419M
3 +$419M
4
AMZN icon
Amazon
AMZN
+$344M
5
AVGO icon
Broadcom
AVGO
+$204M

Top Sells

1 +$469M
2 +$125M
3 +$91.9M
4
SJR
Shaw Communications Inc.
SJR
+$67.2M
5
DELL icon
Dell
DELL
+$59.7M

Sector Composition

1 Technology 28.76%
2 Healthcare 13.35%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$1.8M ﹤0.01%
47,892
+3,007
1977
$1.8M ﹤0.01%
+170,385
1978
$1.79M ﹤0.01%
21,070
+152
1979
$1.78M ﹤0.01%
91,528
-3,709
1980
$1.77M ﹤0.01%
124,240
+15,571
1981
$1.77M ﹤0.01%
71,958
+14,039
1982
$1.76M ﹤0.01%
55,263
-891
1983
$1.76M ﹤0.01%
+45,861
1984
$1.76M ﹤0.01%
171,120
+67,513
1985
$1.76M ﹤0.01%
52,586
+5,757
1986
$1.73M ﹤0.01%
219,757
+17,406
1987
$1.72M ﹤0.01%
523,256
+24,788
1988
$1.71M ﹤0.01%
152,361
+4,487
1989
$1.7M ﹤0.01%
140,990
+8,524
1990
$1.7M ﹤0.01%
71,071
+1,000
1991
$1.7M ﹤0.01%
63,406
+56,302
1992
$1.7M ﹤0.01%
690,721
+223,115
1993
$1.7M ﹤0.01%
146,511
+12,542
1994
$1.69M ﹤0.01%
95,488
-5,347
1995
$1.69M ﹤0.01%
59,591
+2,758
1996
$1.68M ﹤0.01%
35,484
+5,458
1997
$1.68M ﹤0.01%
95,408
+4,477
1998
$1.67M ﹤0.01%
92,553
+11,351
1999
$1.67M ﹤0.01%
71,878
+11,459
2000
$1.67M ﹤0.01%
1,534,551
+290,869