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
$175B
AUM Growth
+$46.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,405
New
Increased
Reduced
Closed

Top Buys

1 +$1.06B
2 +$1.01B
3 +$910M
4
JNJ icon
Johnson & Johnson
JNJ
+$428M
5
JPM icon
JPMorgan Chase
JPM
+$382M

Top Sells

1 +$309M
2 +$260M
3 +$157M
4
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$121M
5
SCG
Scana
SCG
+$62.3M

Sector Composition

1 Technology 17.64%
2 Financials 15.01%
3 Healthcare 13.13%
4 Consumer Discretionary 10.52%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$888K ﹤0.01%
16,786
+1,530
2002
$885K ﹤0.01%
103,654
+1,694
2003
$885K ﹤0.01%
17,249
+9,222
2004
$884K ﹤0.01%
54,941
-13,766
2005
$880K ﹤0.01%
30,553
-917
2006
$879K ﹤0.01%
290,023
-5,467
2007
$866K ﹤0.01%
76,461
+1,140
2008
$864K ﹤0.01%
30,829
+1,989
2009
$862K ﹤0.01%
40,725
+3,288
2010
$853K ﹤0.01%
246,066
2011
$852K ﹤0.01%
29,369
+3,378
2012
$850K ﹤0.01%
136,503
+8,256
2013
$848K ﹤0.01%
42,084
-125
2014
$846K ﹤0.01%
44,801
+3,766
2015
$844K ﹤0.01%
28,414
+2,342
2016
$842K ﹤0.01%
17,739
+147
2017
$840K ﹤0.01%
51,620
+4,721
2018
$837K ﹤0.01%
143,978
+12,614
2019
$837K ﹤0.01%
16,809
+311
2020
$836K ﹤0.01%
45,428
+4,040
2021
$833K ﹤0.01%
13,281
+1,102
2022
$831K ﹤0.01%
141,594
+20,893
2023
$830K ﹤0.01%
26,695
+6,455
2024
$828K ﹤0.01%
37,609
+660
2025
$826K ﹤0.01%
96,477
+37,984