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
$299B
AUM Growth
+$30.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,799
New
Increased
Reduced
Closed

Top Buys

1 +$683M
2 +$495M
3 +$475M
4
META icon
Meta Platforms (Facebook)
META
+$258M
5
EQIX icon
Equinix
EQIX
+$202M

Top Sells

1 +$2.29B
2 +$135M
3 +$59.4M
4
PRSP
Perspecta Inc. Common Stock
PRSP
+$50.7M
5
VRNT
Verint Systems
VRNT
+$50.7M

Sector Composition

1 Technology 24.32%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.86M ﹤0.01%
119,256
-531,352
2002
$1.86M ﹤0.01%
234,663
-99,451
2003
$1.86M ﹤0.01%
29,426
-9,181
2004
$1.86M ﹤0.01%
20,029
-3,676
2005
$1.86M ﹤0.01%
473,194
-43,438
2006
$1.85M ﹤0.01%
+54,150
2007
$1.85M ﹤0.01%
3,361
+373
2008
$1.85M ﹤0.01%
113,298
+21,872
2009
$1.84M ﹤0.01%
1,475
+66
2010
$1.84M ﹤0.01%
105,371
+2,656
2011
$1.84M ﹤0.01%
20,211
-292
2012
$1.84M ﹤0.01%
12,963
-4,171
2013
$1.83M ﹤0.01%
42,207
-13,849
2014
$1.83M ﹤0.01%
73,514
-22,368
2015
$1.82M ﹤0.01%
137,845
-43,701
2016
$1.8M ﹤0.01%
114,162
+17,709
2017
$1.8M ﹤0.01%
27,253
-8,407
2018
$1.79M ﹤0.01%
25,975
-1
2019
$1.79M ﹤0.01%
209,676
-66,435
2020
$1.78M ﹤0.01%
36,383
-11,299
2021
$1.77M ﹤0.01%
151,290
+63,196
2022
$1.77M ﹤0.01%
29,593
+2,165
2023
$1.77M ﹤0.01%
153,014
-46,554
2024
$1.76M ﹤0.01%
57,393
-18,695
2025
$1.76M ﹤0.01%
235,011
-18,764