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
$308B
AUM Growth
+$8.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,551
New
Increased
Reduced
Closed

Top Buys

1 +$637M
2 +$587M
3 +$559M
4
AZN icon
AstraZeneca
AZN
+$329M
5
SNOW icon
Snowflake
SNOW
+$289M

Top Sells

1 +$323M
2 +$273M
3 +$121M
4
PFPT
Proofpoint, Inc.
PFPT
+$98.6M
5
JD icon
JD.com
JD
+$87.5M

Sector Composition

1 Technology 25.03%
2 Financials 13.72%
3 Healthcare 12.6%
4 Consumer Discretionary 10.97%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$2.13M ﹤0.01%
75,704
+8,095
2002
$2.12M ﹤0.01%
228,879
+35,984
2003
$2.12M ﹤0.01%
69,909
+7,819
2004
$2.11M ﹤0.01%
138,977
+11,709
2005
$2.1M ﹤0.01%
33,795
+24,849
2006
$2.1M ﹤0.01%
134,507
+10,684
2007
$2.09M ﹤0.01%
109,759
+27,759
2008
$2.09M ﹤0.01%
25,456
+5,960
2009
$2.08M ﹤0.01%
93,260
-78,744
2010
$2.08M ﹤0.01%
25,624
+3,807
2011
$2.07M ﹤0.01%
46,326
+3,985
2012
$2.07M ﹤0.01%
105,463
+26,571
2013
$2.06M ﹤0.01%
115,764
+27,506
2014
$2.06M ﹤0.01%
46,580
+7,405
2015
$2.04M ﹤0.01%
142,418
+33,795
2016
$2.04M ﹤0.01%
139,065
+98,294
2017
$2.02M ﹤0.01%
231,310
+21,634
2018
$2.02M ﹤0.01%
49,205
+3,416
2019
$2.02M ﹤0.01%
77,167
+30,364
2020
$2.02M ﹤0.01%
147,938
+10,093
2021
$2.01M ﹤0.01%
31,622
+20,050
2022
$2.01M ﹤0.01%
30,043
+2,790
2023
$2.01M ﹤0.01%
108,424
+22,523
2024
$2.01M ﹤0.01%
25,160
+22,352
2025
$2M ﹤0.01%
32,711
+10,418