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
$140B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,435
New
Increased
Reduced
Closed

Top Buys

1 +$69.6M
2 +$53.9M
3 +$53M
4
ABMD
Abiomed Inc
ABMD
+$47M
5
EVRG icon
Evergy
EVRG
+$46.1M

Top Sells

1 +$110M
2 +$72.4M
3 +$65.6M
4
UPS icon
United Parcel Service
UPS
+$33.1M
5
RY icon
Royal Bank of Canada
RY
+$32.5M

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$839K ﹤0.01%
49,205
+2,768
2002
$839K ﹤0.01%
14,891
2003
$837K ﹤0.01%
12,840
+7,879
2004
$836K ﹤0.01%
12,825
+2,328
2005
$834K ﹤0.01%
10,898
+304
2006
$820K ﹤0.01%
18,221
+2,793
2007
$820K ﹤0.01%
87,683
2008
$819K ﹤0.01%
25,885
+15,599
2009
$808K ﹤0.01%
17,671
-585
2010
$805K ﹤0.01%
66,601
2011
$800K ﹤0.01%
33,859
+778
2012
$800K ﹤0.01%
17,726
+5,695
2013
$797K ﹤0.01%
27,545
+2,049
2014
$797K ﹤0.01%
23,507
+898
2015
$795K ﹤0.01%
13,129
+1,370
2016
$794K ﹤0.01%
40,765
+3,261
2017
$793K ﹤0.01%
59,104
+5,815
2018
$790K ﹤0.01%
14,602
2019
$785K ﹤0.01%
105,333
+8,613
2020
$774K ﹤0.01%
13,521
-44
2021
$773K ﹤0.01%
210,402
2022
$773K ﹤0.01%
13,108
+7,662
2023
$772K ﹤0.01%
79,748
2024
$768K ﹤0.01%
13,606
+8,358
2025
$768K ﹤0.01%
40,435
+3,069