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
$98.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$65.3M
2 +$47.3M
3 +$46.7M
4
DELL icon
Dell
DELL
+$43.9M
5
MAR icon
Marriott International
MAR
+$41.1M

Top Sells

1 +$242M
2 +$136M
3 +$62.2M
4
GE icon
GE Aerospace
GE
+$58.2M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$56.1M

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$216K ﹤0.01%
7,203
+1,733
2002
$216K ﹤0.01%
6,914
2003
$215K ﹤0.01%
4,887
+1,667
2004
$214K ﹤0.01%
15,701
+12,159
2005
$214K ﹤0.01%
14,869
+3,852
2006
$213K ﹤0.01%
10,956
+9,000
2007
$213K ﹤0.01%
14,478
+3,101
2008
$212K ﹤0.01%
6,558
+1,783
2009
$210K ﹤0.01%
21,739
+18,000
2010
$210K ﹤0.01%
51,929
+43,100
2011
$209K ﹤0.01%
19,142
-489
2012
$208K ﹤0.01%
12,677
-9,200
2013
$208K ﹤0.01%
71,503
2014
$208K ﹤0.01%
8,437
-1,727
2015
$207K ﹤0.01%
8,698
+3,043
2016
$206K ﹤0.01%
3,984
2017
$206K ﹤0.01%
3,959
-654
2018
$205K ﹤0.01%
6,598
+6,225
2019
$205K ﹤0.01%
2,589
+618
2020
$202K ﹤0.01%
13,942
-660
2021
$201K ﹤0.01%
6,076
2022
$201K ﹤0.01%
1,021
+808
2023
$201K ﹤0.01%
12,002
-2,109
2024
$197K ﹤0.01%
13,269
+2,302
2025
$197K ﹤0.01%
10,243
+8,200