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
$283B
AUM Growth
-$46.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,788
New
Increased
Reduced
Closed

Top Buys

1 +$1.29B
2 +$275M
3 +$268M
4
TSLA icon
Tesla
TSLA
+$208M
5
MSFT icon
Microsoft
MSFT
+$202M

Sector Composition

1 Technology 24.43%
2 Healthcare 14.2%
3 Financials 13.13%
4 Consumer Discretionary 9.41%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.56M ﹤0.01%
12,932
+3,998
2002
$1.55M ﹤0.01%
191,212
+174,358
2003
$1.54M ﹤0.01%
347,241
-374,398
2004
$1.54M ﹤0.01%
49,860
+8,216
2005
$1.54M ﹤0.01%
47,597
-9
2006
$1.54M ﹤0.01%
117,349
-738
2007
$1.54M ﹤0.01%
424,941
+2,908
2008
$1.53M ﹤0.01%
158,788
+8,600
2009
$1.53M ﹤0.01%
56,514
-299
2010
$1.53M ﹤0.01%
6,957
+1,023
2011
$1.52M ﹤0.01%
19,122
-2,388
2012
$1.52M ﹤0.01%
28,308
+2,024
2013
$1.51M ﹤0.01%
90,455
+6,729
2014
$1.51M ﹤0.01%
36,268
+2,718
2015
$1.49M ﹤0.01%
66,687
+457
2016
$1.49M ﹤0.01%
73,183
+832
2017
$1.49M ﹤0.01%
53,796
+4,745
2018
$1.49M ﹤0.01%
157,429
-502
2019
$1.48M ﹤0.01%
16,346
+206
2020
$1.47M ﹤0.01%
134,874
+1,223
2021
$1.47M ﹤0.01%
55,661
+14,243
2022
$1.47M ﹤0.01%
133,134
+22,529
2023
$1.47M ﹤0.01%
17,189
+667
2024
$1.46M ﹤0.01%
293,532
+39,272
2025
$1.45M ﹤0.01%
54,178
+23,366