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
$380B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1 +$1.79B
2 +$1.21B
3 +$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Top Sells

1 +$140M
2 +$115M
3 +$114M
4
COST icon
Costco
COST
+$109M
5
FLUT icon
Flutter Entertainment
FLUT
+$108M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.88M ﹤0.01%
32,559
-628
2002
$1.88M ﹤0.01%
167,829
+35,761
2003
$1.87M ﹤0.01%
161,758
-22,925
2004
$1.86M ﹤0.01%
209,933
-572
2005
$1.86M ﹤0.01%
123,699
-2,333
2006
$1.86M ﹤0.01%
83,332
2007
$1.85M ﹤0.01%
34,739
-1,251
2008
$1.85M ﹤0.01%
316,789
-9,171
2009
$1.85M ﹤0.01%
157,827
+7,925
2010
$1.84M ﹤0.01%
261,068
-43,224
2011
$1.84M ﹤0.01%
130,697
-9,149
2012
$1.84M ﹤0.01%
49,263
-604
2013
$1.84M ﹤0.01%
45,234
+18,025
2014
$1.84M ﹤0.01%
245,804
+2,408
2015
$1.83M ﹤0.01%
52,012
-2,099
2016
$1.83M ﹤0.01%
89,218
+1,660
2017
$1.83M ﹤0.01%
56,658
+3,495
2018
$1.83M ﹤0.01%
57,457
-3,111
2019
$1.83M ﹤0.01%
51,597
-549
2020
$1.82M ﹤0.01%
37,405
+5,168
2021
$1.82M ﹤0.01%
16,039
-177
2022
$1.82M ﹤0.01%
237,182
-3,403
2023
$1.81M ﹤0.01%
29,212
+688
2024
$1.81M ﹤0.01%
97,499
+2,510
2025
$1.8M ﹤0.01%
42,348
+1,416