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
$129B
AUM Growth
-$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,449
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$309M
3 +$306M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$240M
5
META icon
Meta Platforms (Facebook)
META
+$229M

Top Sells

1 +$325M
2 +$303M
3 +$213M
4
COL
Rockwell Collins
COL
+$103M
5
ANDV
Andeavor
ANDV
+$96.2M

Sector Composition

1 Technology 16.38%
2 Financials 15.21%
3 Healthcare 13.81%
4 Consumer Discretionary 10.01%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$681K ﹤0.01%
42,147
+7,880
2027
$678K ﹤0.01%
18,728
+1,517
2028
$677K ﹤0.01%
5,322
+1,880
2029
$677K ﹤0.01%
10,499
+3,818
2030
$676K ﹤0.01%
20,035
+2,968
2031
$676K ﹤0.01%
41,035
+1,043
2032
$670K ﹤0.01%
25,862
+10,284
2033
$670K ﹤0.01%
13,708
+883
2034
$669K ﹤0.01%
41,894
+1,641
2035
$668K ﹤0.01%
101,960
+1,923
2036
$666K ﹤0.01%
9,588
+541
2037
$665K ﹤0.01%
13,615
+775
2038
$661K ﹤0.01%
26,655
-705
2039
$661K ﹤0.01%
18,152
+1,451
2040
$658K ﹤0.01%
79,748
2041
$658K ﹤0.01%
26,799
+1,749
2042
$656K ﹤0.01%
26,072
+562
2043
$654K ﹤0.01%
24,790
+9,658
2044
$653K ﹤0.01%
21,838
2045
$653K ﹤0.01%
23,500
+7,500
2046
$653K ﹤0.01%
75,321
+15,708
2047
$650K ﹤0.01%
12,179
+1,281
2048
$646K ﹤0.01%
32,461
+8,054
2049
$645K ﹤0.01%
36,219
+220
2050
$642K ﹤0.01%
17,229
+485