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
$118B
AUM Growth
+$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,325
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$132M
3 +$97M
4
MSFT icon
Microsoft
MSFT
+$93.3M
5
XOM icon
Exxon Mobil
XOM
+$74.8M

Top Sells

1 +$159M
2 +$105M
3 +$69.9M
4
HAR
Harman International Industries
HAR
+$33.4M
5
XRX icon
Xerox
XRX
+$20.3M

Sector Composition

1 Financials 16.7%
2 Technology 14.75%
3 Healthcare 12.91%
4 Communication Services 9.31%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$507K ﹤0.01%
10,062
+958
2027
$503K ﹤0.01%
125,966
-265
2028
$501K ﹤0.01%
14,595
-147
2029
$500K ﹤0.01%
56,110
+15,256
2030
$499K ﹤0.01%
1,210
+132
2031
$499K ﹤0.01%
38,531
-480
2032
$499K ﹤0.01%
21,023
+7,919
2033
$499K ﹤0.01%
17,840
-1,194
2034
$498K ﹤0.01%
16,927
-222
2035
$498K ﹤0.01%
10,836
+3,828
2036
$498K ﹤0.01%
14,233
+4,322
2037
$497K ﹤0.01%
55,352
-106,400
2038
$494K ﹤0.01%
24,567
+2,080
2039
$493K ﹤0.01%
28,540
+27,305
2040
$488K ﹤0.01%
12,737
+11,585
2041
$484K ﹤0.01%
15,020
-192
2042
$482K ﹤0.01%
30,253
-141
2043
$481K ﹤0.01%
105,104
+18,900
2044
$474K ﹤0.01%
36,363
+1,389
2045
$469K ﹤0.01%
761
-8
2046
$466K ﹤0.01%
11,529
+1,312
2047
$465K ﹤0.01%
23,851
+1,587
2048
$463K ﹤0.01%
51,552
+2,420
2049
$461K ﹤0.01%
12,158
-179
2050
$460K ﹤0.01%
22,600