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
$98.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$65.3M
2 +$47.3M
3 +$46.7M
4
DELL icon
Dell
DELL
+$43.9M
5
MAR icon
Marriott International
MAR
+$41.1M

Top Sells

1 +$242M
2 +$136M
3 +$62.2M
4
GE icon
GE Aerospace
GE
+$58.2M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$56.1M

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$197K ﹤0.01%
22,474
+18,600
2027
$196K ﹤0.01%
10,589
-655
2028
$196K ﹤0.01%
1,196
2029
$195K ﹤0.01%
1,892
2030
$195K ﹤0.01%
+15,480
2031
$195K ﹤0.01%
2,244
2032
$194K ﹤0.01%
3,752
-325
2033
$194K ﹤0.01%
9,677
+1,847
2034
$193K ﹤0.01%
11,165
-1,514
2035
$192K ﹤0.01%
13,588
-701
2036
$191K ﹤0.01%
2,773
2037
$190K ﹤0.01%
1,156
+133
2038
$190K ﹤0.01%
6,733
-1,487
2039
$189K ﹤0.01%
7,230
-378
2040
$189K ﹤0.01%
13,638
+10,747
2041
$187K ﹤0.01%
23,093
+7,924
2042
$187K ﹤0.01%
8,784
-491
2043
$187K ﹤0.01%
5,600
2044
$186K ﹤0.01%
22,441
+15,451
2045
$185K ﹤0.01%
1,638
-51
2046
$184K ﹤0.01%
7,669
+5,853
2047
$184K ﹤0.01%
4,389
2048
$183K ﹤0.01%
6,460
+1,985
2049
$182K ﹤0.01%
7,503
+1,095
2050
$182K ﹤0.01%
12,611