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
$307B
AUM Growth
+$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,624
New
Increased
Reduced
Closed

Top Buys

1 +$438M
2 +$419M
3 +$419M
4
AMZN icon
Amazon
AMZN
+$344M
5
AVGO icon
Broadcom
AVGO
+$204M

Top Sells

1 +$469M
2 +$125M
3 +$91.9M
4
SJR
Shaw Communications Inc.
SJR
+$67.2M
5
DELL icon
Dell
DELL
+$59.7M

Sector Composition

1 Technology 28.76%
2 Healthcare 13.35%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.66M ﹤0.01%
176,210
-16,927
2002
$1.66M ﹤0.01%
65,778
+7,930
2003
$1.65M ﹤0.01%
42,792
-4,683
2004
$1.65M ﹤0.01%
465,324
+61,012
2005
$1.65M ﹤0.01%
120,585
+7,105
2006
$1.65M ﹤0.01%
230,134
+31,187
2007
$1.64M ﹤0.01%
52,842
+4,271
2008
$1.64M ﹤0.01%
74,506
+1,503
2009
$1.64M ﹤0.01%
60,179
+6,272
2010
$1.64M ﹤0.01%
131,226
+19,471
2011
$1.64M ﹤0.01%
76,107
-2,382
2012
$1.63M ﹤0.01%
93,886
+20,040
2013
$1.63M ﹤0.01%
141,585
+626
2014
$1.62M ﹤0.01%
21,841
+3,196
2015
$1.61M ﹤0.01%
93,217
+12,780
2016
$1.61M ﹤0.01%
93,485
+6,928
2017
$1.61M ﹤0.01%
97,433
+18,825
2018
$1.6M ﹤0.01%
139,733
+15,467
2019
$1.6M ﹤0.01%
22,257
-15,002
2020
$1.59M ﹤0.01%
31,370
+1,673
2021
$1.59M ﹤0.01%
52,207
+3,106
2022
$1.59M ﹤0.01%
28,469
+13,157
2023
$1.58M ﹤0.01%
175,866
+97,773
2024
$1.58M ﹤0.01%
68,323
+22,440
2025
$1.58M ﹤0.01%
59,110
+11,543