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
$88.5B
AUM Growth
+$6.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,846
New
Increased
Reduced
Closed

Top Buys

1 +$1.01B
2 +$127M
3 +$84.8M
4
SYF icon
Synchrony
SYF
+$83.6M
5
AMZN icon
Amazon
AMZN
+$80.6M

Top Sells

1 +$826M
2 +$121M
3 +$91.2M
4
SIAL
SIGMA - ALDRICH CORP
SIAL
+$75.7M
5
ALTR
Altera Corp
ALTR
+$62.5M

Sector Composition

1 Financials 16.44%
2 Healthcare 13.78%
3 Technology 12.76%
4 Communication Services 9.72%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$108K ﹤0.01%
506
2027
$108K ﹤0.01%
14,302
2028
$108K ﹤0.01%
2,690
2029
$108K ﹤0.01%
6,708
2030
$108K ﹤0.01%
3,123
2031
$108K ﹤0.01%
3,390
+604
2032
$107K ﹤0.01%
2,345
2033
$107K ﹤0.01%
3,421
2034
$106K ﹤0.01%
2,453
2035
$106K ﹤0.01%
1,566
2036
$106K ﹤0.01%
4,788
+909
2037
$106K ﹤0.01%
25,657
2038
$106K ﹤0.01%
1,747
2039
$105K ﹤0.01%
3,782
2040
$105K ﹤0.01%
3,450
2041
$104K ﹤0.01%
135,929
-45,318
2042
$104K ﹤0.01%
2,920
2043
$104K ﹤0.01%
38,908
2044
$104K ﹤0.01%
7,936
2045
$104K ﹤0.01%
18,342
2046
$104K ﹤0.01%
11,796
2047
$104K ﹤0.01%
7,406
2048
$103K ﹤0.01%
9,602
2049
$103K ﹤0.01%
23,531
2050
$103K ﹤0.01%
8,503