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
$129B
AUM Growth
-$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,449
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$309M
3 +$306M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$240M
5
META icon
Meta Platforms (Facebook)
META
+$229M

Top Sells

1 +$325M
2 +$303M
3 +$213M
4
COL
Rockwell Collins
COL
+$103M
5
ANDV
Andeavor
ANDV
+$96.2M

Sector Composition

1 Technology 16.38%
2 Financials 15.21%
3 Healthcare 13.81%
4 Consumer Discretionary 10.01%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$739K ﹤0.01%
29,485
+113
2002
$738K ﹤0.01%
43,232
-1,202
2003
$736K ﹤0.01%
148,926
+8,480
2004
$730K ﹤0.01%
25,855
+1,779
2005
$730K ﹤0.01%
48,244
+619
2006
$728K ﹤0.01%
30,372
+7,783
2007
$723K ﹤0.01%
16,608
+3,087
2008
$722K ﹤0.01%
101,320
-32,343
2009
$720K ﹤0.01%
93,667
+63,285
2010
$717K ﹤0.01%
16,652
+1,129
2011
$716K ﹤0.01%
114,644
-339
2012
$716K ﹤0.01%
27,564
+1,679
2013
$715K ﹤0.01%
11,867
+875
2014
$709K ﹤0.01%
26,827
+224
2015
$706K ﹤0.01%
31,067
-327
2016
$699K ﹤0.01%
49,011
-372
2017
$698K ﹤0.01%
14,078
+949
2018
$697K ﹤0.01%
63,610
-1,214
2019
$695K ﹤0.01%
24,668
+6,942
2020
$692K ﹤0.01%
24,496
+989
2021
$690K ﹤0.01%
28,840
+1,422
2022
$688K ﹤0.01%
36,949
+2,429
2023
$687K ﹤0.01%
5,835
+367
2024
$687K ﹤0.01%
25,991
2025
$685K ﹤0.01%
81,680
-1,613