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
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.69M ﹤0.01%
33,583
-333
2002
$1.69M ﹤0.01%
79,382
+1,006
2003
$1.69M ﹤0.01%
25,455
+6,579
2004
$1.67M ﹤0.01%
183,252
-5,150
2005
$1.66M ﹤0.01%
69,778
+14,656
2006
$1.66M ﹤0.01%
15,130
-68
2007
$1.66M ﹤0.01%
49,451
+501
2008
$1.66M ﹤0.01%
149,457
+4,087
2009
$1.65M ﹤0.01%
15,420
-11,550
2010
$1.65M ﹤0.01%
585,370
+38,887
2011
$1.65M ﹤0.01%
57,703
+1,500
2012
$1.64M ﹤0.01%
558,975
-1,140
2013
$1.64M ﹤0.01%
81,972
+3,616
2014
$1.64M ﹤0.01%
31,755
+10,209
2015
$1.64M ﹤0.01%
175,518
-5,203
2016
$1.64M ﹤0.01%
31,888
+439
2017
$1.63M ﹤0.01%
162,478
+3,136
2018
$1.63M ﹤0.01%
37,712
+12,722
2019
$1.63M ﹤0.01%
121,879
+21,280
2020
$1.62M ﹤0.01%
55,486
+505
2021
$1.62M ﹤0.01%
82,008
-307
2022
$1.61M ﹤0.01%
47,651
-561
2023
$1.6M ﹤0.01%
182,026
+11,936
2024
$1.6M ﹤0.01%
137,062
-308
2025
$1.59M ﹤0.01%
50,069
+2,035