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
$322B
AUM Growth
+$35.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,426
New
Increased
Reduced
Closed

Top Buys

1 +$619M
2 +$486M
3 +$479M
4
CSCO icon
Cisco
CSCO
+$238M
5
META icon
Meta Platforms (Facebook)
META
+$235M

Top Sells

1 +$450M
2 +$293M
3 +$189M
4
SPLK
Splunk Inc
SPLK
+$168M
5
DHR icon
Danaher
DHR
+$135M

Sector Composition

1 Technology 29.63%
2 Healthcare 12.35%
3 Financials 12.25%
4 Consumer Discretionary 9.98%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.79M ﹤0.01%
125,238
-1,632
2002
$1.78M ﹤0.01%
53,709
+1,934
2003
$1.78M ﹤0.01%
95,506
+906
2004
$1.77M ﹤0.01%
56,112
2005
$1.77M ﹤0.01%
188,402
+13,132
2006
$1.77M ﹤0.01%
60,375
2007
$1.76M ﹤0.01%
49,452
-1,122
2008
$1.76M ﹤0.01%
59,483
-265
2009
$1.75M ﹤0.01%
144,686
+374
2010
$1.74M ﹤0.01%
85,693
2011
$1.74M ﹤0.01%
253,509
-599
2012
$1.73M ﹤0.01%
116,491
+2,377
2013
$1.73M ﹤0.01%
4,275
-7,258
2014
$1.72M ﹤0.01%
142,074
+2,240
2015
$1.72M ﹤0.01%
170,090
-6,017
2016
$1.72M ﹤0.01%
236,631
-1,017
2017
$1.72M ﹤0.01%
43,445
-1,931
2018
$1.71M ﹤0.01%
121,115
+8,930
2019
$1.71M ﹤0.01%
51,834
+10,349
2020
$1.71M ﹤0.01%
308,741
-1,012
2021
$1.7M ﹤0.01%
20,134
+95
2022
$1.7M ﹤0.01%
47,176
-460
2023
$1.7M ﹤0.01%
31,778
-601
2024
$1.7M ﹤0.01%
166,131
-2,086
2025
$1.7M ﹤0.01%
207,340
+14,941