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
$268B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,553
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$83.5M
3 +$68.9M
4
CRWD icon
CrowdStrike
CRWD
+$68.3M
5
ROKU icon
Roku
ROKU
+$67.1M

Top Sells

1 +$282M
2 +$243M
3 +$148M
4
AMZN icon
Amazon
AMZN
+$110M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.1M

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.88M ﹤0.01%
24,810
-3,000
2002
$1.88M ﹤0.01%
374,627
+92,869
2003
$1.88M ﹤0.01%
41,569
+38,594
2004
$1.87M ﹤0.01%
91,426
+48,213
2005
$1.86M ﹤0.01%
101,407
+546
2006
$1.85M ﹤0.01%
52,002
+9,887
2007
$1.85M ﹤0.01%
48,297
+1,497
2008
$1.85M ﹤0.01%
3,023
+213
2009
$1.85M ﹤0.01%
37,669
+2,702
2010
$1.85M ﹤0.01%
23,607
-13,822
2011
$1.84M ﹤0.01%
22,208
+626
2012
$1.83M ﹤0.01%
51,293
+811
2013
$1.83M ﹤0.01%
+60,500
2014
$1.83M ﹤0.01%
27,428
+17,751
2015
$1.82M ﹤0.01%
54,333
+137
2016
$1.82M ﹤0.01%
49,257
-233,414
2017
$1.82M ﹤0.01%
151,688
-464
2018
$1.81M ﹤0.01%
20,503
+4,614
2019
$1.81M ﹤0.01%
72,960
+3,636
2020
$1.8M ﹤0.01%
176,155
+72,420
2021
$1.8M ﹤0.01%
263,107
-2,599
2022
$1.8M ﹤0.01%
78,094
+1,632
2023
$1.79M ﹤0.01%
94,430
+10,716
2024
$1.79M ﹤0.01%
37,789
-2,528
2025
$1.77M ﹤0.01%
62,858
+8,275