Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$632M
3 +$455M
4
META icon
Meta Platforms (Facebook)
META
+$416M
5
AMZN icon
Amazon
AMZN
+$374M

Top Sells

1 +$377M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$94.7M

Sector Composition

1 Technology 35.5%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$1.9M ﹤0.01%
78,602
-6,574
2002
$1.9M ﹤0.01%
78,263
-3,303
2003
$1.89M ﹤0.01%
64,231
-676
2004
$1.89M ﹤0.01%
1,033,028
-14,687
2005
$1.89M ﹤0.01%
143,679
+289
2006
$1.89M ﹤0.01%
14,039
-282
2007
$1.89M ﹤0.01%
43,937
+430
2008
$1.88M ﹤0.01%
72,469
-2,380
2009
$1.88M ﹤0.01%
52,033
+5,356
2010
$1.88M ﹤0.01%
63,930
-1,445
2011
$1.87M ﹤0.01%
130,881
+13,701
2012
$1.86M ﹤0.01%
31,311
-4,115
2013
$1.86M ﹤0.01%
137,148
-19,021
2014
$1.85M ﹤0.01%
67,534
+3,168
2015
$1.85M ﹤0.01%
121,872
-1,457
2016
$1.85M ﹤0.01%
106,999
-460
2017
$1.84M ﹤0.01%
8,842
+90
2018
$1.84M ﹤0.01%
50,779
-1,252
2019
$1.84M ﹤0.01%
157,374
-3,368
2020
$1.84M ﹤0.01%
18,620
-54
2021
$1.83M ﹤0.01%
126,177
+3,357
2022
$1.82M ﹤0.01%
65,040
-359
2023
$1.8M ﹤0.01%
3,624
+227
2024
$1.8M ﹤0.01%
69,579
-1,611
2025
$1.8M ﹤0.01%
122,846
-13,869