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
$186B
AUM Growth
+$10.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,532
New
Increased
Reduced
Closed

Top Buys

1 +$212M
2 +$127M
3 +$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Top Sells

1 +$164M
2 +$90.6M
3 +$56.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$53.6M
5
JPM icon
JPMorgan Chase
JPM
+$48M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$849K ﹤0.01%
10,746
+965
2002
$847K ﹤0.01%
44,385
+2,301
2003
$845K ﹤0.01%
249,441
+3,375
2004
$844K ﹤0.01%
9,286
+326
2005
$841K ﹤0.01%
41,636
+420
2006
$836K ﹤0.01%
90,230
2007
$833K ﹤0.01%
17,657
+7,525
2008
$832K ﹤0.01%
64,184
-37,090
2009
$832K ﹤0.01%
128,219
+292
2010
$832K ﹤0.01%
203,029
+182,663
2011
$830K ﹤0.01%
59,896
+13,611
2012
$830K ﹤0.01%
10,432
+935
2013
$819K ﹤0.01%
64,572
-388
2014
$819K ﹤0.01%
29,369
2015
$813K ﹤0.01%
11,261
+6,784
2016
$811K ﹤0.01%
26,403
+1,233
2017
$807K ﹤0.01%
35,666
-2,000
2018
$804K ﹤0.01%
11,479
+2,502
2019
$802K ﹤0.01%
69,104
2020
$800K ﹤0.01%
869
2021
$799K ﹤0.01%
21,028
2022
$798K ﹤0.01%
28,708
+294
2023
$798K ﹤0.01%
79,887
-1,971
2024
$795K ﹤0.01%
19,421
+448
2025
$794K ﹤0.01%
248,114
-1,959