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
$354B
AUM Growth
+$6.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,587
New
Increased
Reduced
Closed

Top Buys

1 +$813M
2 +$368M
3 +$301M
4
FER icon
Ferrovial SE
FER
+$289M
5
CRH icon
CRH
CRH
+$267M

Top Sells

1 +$818M
2 +$412M
3 +$394M
4
AMZN icon
Amazon
AMZN
+$234M
5
GE icon
GE Aerospace
GE
+$228M

Sector Composition

1 Technology 32.51%
2 Financials 12.19%
3 Healthcare 11.56%
4 Consumer Discretionary 9.43%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.73M ﹤0.01%
157,256
+13,730
2002
$1.73M ﹤0.01%
36,165
+9,587
2003
$1.72M ﹤0.01%
3,916
-381
2004
$1.72M ﹤0.01%
406,655
+10,603
2005
$1.72M ﹤0.01%
248,757
-6,176
2006
$1.72M ﹤0.01%
81,046
-962
2007
$1.72M ﹤0.01%
92,262
-2,020
2008
$1.71M ﹤0.01%
94,663
-3,626
2009
$1.7M ﹤0.01%
134,622
+21,991
2010
$1.7M ﹤0.01%
260,653
-24,103
2011
$1.7M ﹤0.01%
225,410
-5,146
2012
$1.7M ﹤0.01%
210,505
-9,235
2013
$1.7M ﹤0.01%
71,901
-448
2014
$1.69M ﹤0.01%
289,762
+46,486
2015
$1.69M ﹤0.01%
45,835
-733
2016
$1.68M ﹤0.01%
89,635
+18,875
2017
$1.68M ﹤0.01%
108,151
+1,394
2018
$1.67M ﹤0.01%
28,600
+17,850
2019
$1.67M ﹤0.01%
136,943
-580
2020
$1.67M ﹤0.01%
833,656
+21,739
2021
$1.67M ﹤0.01%
184,359
+21,881
2022
$1.66M ﹤0.01%
59,430
+1,727
2023
$1.66M ﹤0.01%
124,770
+1,461
2024
$1.66M ﹤0.01%
49,452
+2,342
2025
$1.66M ﹤0.01%
70,639
-2,919