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
$280B
AUM Growth
+$19.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$268M
3 +$205M
4
GEHC icon
GE HealthCare
GEHC
+$180M
5
EXC icon
Exelon
EXC
+$123M

Top Sells

1 +$187M
2 +$180M
3 +$129M
4
NET icon
Cloudflare
NET
+$106M
5
BB icon
BlackBerry
BB
+$92.9M

Sector Composition

1 Technology 26.4%
2 Healthcare 13.8%
3 Financials 12.19%
4 Consumer Discretionary 9.58%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.51M ﹤0.01%
90,931
+5,399
2002
$1.51M ﹤0.01%
48,468
-852
2003
$1.5M ﹤0.01%
73,299
-1,031
2004
$1.5M ﹤0.01%
45,844
-806
2005
$1.5M ﹤0.01%
46,938
-664
2006
$1.5M ﹤0.01%
52,118
+12
2007
$1.5M ﹤0.01%
40,235
+5,076
2008
$1.49M ﹤0.01%
304,836
-2,517
2009
$1.49M ﹤0.01%
27,029
+988
2010
$1.49M ﹤0.01%
29,697
+21
2011
$1.48M ﹤0.01%
26,306
-102
2012
$1.48M ﹤0.01%
29,991
-90,445
2013
$1.47M ﹤0.01%
281,487
+9,304
2014
$1.47M ﹤0.01%
95,459
+51,839
2015
$1.46M ﹤0.01%
67,054
+1,769
2016
$1.46M ﹤0.01%
54,018
-72
2017
$1.45M ﹤0.01%
145,143
-1,966
2018
$1.45M ﹤0.01%
55,624
+6,312
2019
$1.45M ﹤0.01%
111,755
-2,338
2020
$1.45M ﹤0.01%
4,701
-156
2021
$1.45M ﹤0.01%
173,385
+8,517
2022
$1.45M ﹤0.01%
47,690
-1,172
2023
$1.45M ﹤0.01%
89,757
+268
2024
$1.44M ﹤0.01%
86,557
+3,479
2025
$1.43M ﹤0.01%
164,244
+2,076