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
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$1.84M ﹤0.01%
26,149
+2,529
1977
$1.84M ﹤0.01%
60,375
1978
$1.84M ﹤0.01%
301,586
+2,601
1979
$1.83M ﹤0.01%
44,358
-523
1980
$1.81M ﹤0.01%
103,000
1981
$1.8M ﹤0.01%
33,868
-1,754
1982
$1.79M ﹤0.01%
168,454
-14,739
1983
$1.79M ﹤0.01%
50,051
+476
1984
$1.79M ﹤0.01%
95,521
+557
1985
$1.79M ﹤0.01%
143,526
-1,160
1986
$1.78M ﹤0.01%
143,176
-141
1987
$1.78M ﹤0.01%
66,197
-243
1988
$1.78M ﹤0.01%
53,613
-781
1989
$1.78M ﹤0.01%
287,686
-9,514
1990
$1.77M ﹤0.01%
137,523
-2,440
1991
$1.77M ﹤0.01%
112,194
+1,247
1992
$1.76M ﹤0.01%
8,925
+88
1993
$1.75M ﹤0.01%
243,276
-3,525
1994
$1.75M ﹤0.01%
109,932
+11,343
1995
$1.72M ﹤0.01%
57,831
+569
1996
$1.72M ﹤0.01%
53,266
-222
1997
$1.71M ﹤0.01%
234,835
+14,598
1998
$1.71M ﹤0.01%
547,459
1999
$1.71M ﹤0.01%
42,485
+4,095
2000
$1.71M ﹤0.01%
46,568
-436