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
$85.1B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,845
New
Increased
Reduced
Closed

Top Buys

1 +$121M
2 +$120M
3 +$49.9M
4
NTAP icon
NetApp
NTAP
+$40.9M
5
ABBV icon
AbbVie
ABBV
+$39.4M

Top Sells

1 +$97.2M
2 +$51M
3 +$49M
4
TLM
TALISMAN ENERGY INC
TLM
+$33M
5
DTE icon
DTE Energy
DTE
+$26.4M

Sector Composition

1 Financials 16.75%
2 Healthcare 14.22%
3 Technology 13.04%
4 Industrials 8.99%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$118K ﹤0.01%
389
2002
$118K ﹤0.01%
10,435
2003
$118K ﹤0.01%
7,850
2004
$118K ﹤0.01%
10,317
2005
$118K ﹤0.01%
2,176
2006
$118K ﹤0.01%
2,363
2007
$118K ﹤0.01%
3,058
2008
$117K ﹤0.01%
2,453
2009
$117K ﹤0.01%
3,872
2010
$117K ﹤0.01%
6,538
+1,469
2011
$117K ﹤0.01%
23,531
2012
$117K ﹤0.01%
8,503
+7,755
2013
$117K ﹤0.01%
9,469
-1,423
2014
$117K ﹤0.01%
2,711
+329
2015
$116K ﹤0.01%
5,232
2016
$116K ﹤0.01%
12,949
2017
$116K ﹤0.01%
7,796
2018
$115K ﹤0.01%
2,132
2019
$115K ﹤0.01%
1,775
2020
$115K ﹤0.01%
296
2021
$115K ﹤0.01%
5,928
2022
$115K ﹤0.01%
+8,897
2023
$114K ﹤0.01%
9,794
2024
$114K ﹤0.01%
1,132
+373
2025
$114K ﹤0.01%
+20,000