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
$171B
AUM Growth
-$38.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,393
New
Increased
Reduced
Closed

Top Buys

1 +$197M
2 +$146M
3 +$131M
4
PLD icon
Prologis
PLD
+$130M
5
DLR icon
Digital Realty Trust
DLR
+$93.4M

Top Sells

1 +$187M
2 +$167M
3 +$111M
4
LPT
Liberty Property Trust
LPT
+$105M
5
ZAYO
Zayo Group Holdings, Inc.
ZAYO
+$25.3M

Sector Composition

1 Technology 21.16%
2 Healthcare 13.97%
3 Financials 13.29%
4 Consumer Discretionary 10.43%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$583K ﹤0.01%
20,967
+112
2027
$582K ﹤0.01%
2,160
+268
2028
$582K ﹤0.01%
54,191
-73,129
2029
$581K ﹤0.01%
174,695
2030
$580K ﹤0.01%
49,908
-289
2031
$579K ﹤0.01%
36,379
+3,642
2032
$570K ﹤0.01%
117,503
-6,363
2033
$568K ﹤0.01%
22,183
+7,716
2034
$564K ﹤0.01%
47,481
+666
2035
$564K ﹤0.01%
41,798
-3,939
2036
$563K ﹤0.01%
54,394
+2,300
2037
$556K ﹤0.01%
99,638
2038
$555K ﹤0.01%
36,710
-3,306
2039
$554K ﹤0.01%
56,984
+8,711
2040
$546K ﹤0.01%
26,244
+1,124
2041
$545K ﹤0.01%
24,837
-47,163
2042
$544K ﹤0.01%
299,064
-11,836
2043
$541K ﹤0.01%
21,779
-18,660
2044
$541K ﹤0.01%
366,128
-24,221
2045
$541K ﹤0.01%
87,572
+1,319
2046
$540K ﹤0.01%
139,659
+12,787
2047
$538K ﹤0.01%
129,163
-1,514
2048
$537K ﹤0.01%
74,079
-86,034
2049
$527K ﹤0.01%
16,709
-1,141
2050
$524K ﹤0.01%
5,920
+1,716