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
$140B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,435
New
Increased
Reduced
Closed

Top Buys

1 +$69.6M
2 +$53.9M
3 +$53M
4
ABMD
Abiomed Inc
ABMD
+$47M
5
EVRG icon
Evergy
EVRG
+$46.1M

Top Sells

1 +$110M
2 +$72.4M
3 +$65.6M
4
UPS icon
United Parcel Service
UPS
+$33.1M
5
RY icon
Royal Bank of Canada
RY
+$32.5M

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$765K ﹤0.01%
113,546
+8,167
2027
$763K ﹤0.01%
15,523
+29
2028
$760K ﹤0.01%
40,122
+1,998
2029
$760K ﹤0.01%
16,744
2030
$757K ﹤0.01%
40,253
+2,710
2031
$755K ﹤0.01%
9,455
2032
$750K ﹤0.01%
18,206
2033
$743K ﹤0.01%
27,418
+5,736
2034
$740K ﹤0.01%
100,037
2035
$736K ﹤0.01%
21,250
2036
$734K ﹤0.01%
25,857
2037
$726K ﹤0.01%
32,695
+5,596
2038
$724K ﹤0.01%
11,764
-192
2039
$723K ﹤0.01%
29,068
+280
2040
$720K ﹤0.01%
131,113
-41,652
2041
$717K ﹤0.01%
12,066
+637
2042
$715K ﹤0.01%
62,103
+11,044
2043
$714K ﹤0.01%
46,487
+8,522
2044
$713K ﹤0.01%
+44,514
2045
$713K ﹤0.01%
39,885
2046
$712K ﹤0.01%
34,267
2047
$710K ﹤0.01%
25,972
+755
2048
$708K ﹤0.01%
122,855
+4,064
2049
$707K ﹤0.01%
29,849
+16,879
2050
$704K ﹤0.01%
140,446
+7,392