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
$378B
AUM Growth
-$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,439
New
Increased
Reduced
Closed

Top Buys

1 +$322M
2 +$271M
3 +$267M
4
SPOT icon
Spotify
SPOT
+$193M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1 +$900M
2 +$857M
3 +$355M
4
CSCO icon
Cisco
CSCO
+$312M
5
UNH icon
UnitedHealth
UNH
+$230M

Sector Composition

1 Technology 33.87%
2 Financials 13.19%
3 Consumer Discretionary 10.31%
4 Healthcare 10.03%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.76M ﹤0.01%
4,082
+90
2027
$1.76M ﹤0.01%
47,969
+43,528
2028
$1.76M ﹤0.01%
34,563
-138,820
2029
$1.75M ﹤0.01%
62,373
-314
2030
$1.75M ﹤0.01%
164,677
+6,850
2031
$1.75M ﹤0.01%
810,832
-736,233
2032
$1.75M ﹤0.01%
175,970
+15,765
2033
$1.74M ﹤0.01%
93,109
+35,580
2034
$1.74M ﹤0.01%
83,298
+374
2035
$1.73M ﹤0.01%
182,575
-739
2036
$1.73M ﹤0.01%
54,323
-1,111
2037
$1.72M ﹤0.01%
55,668
+4,500
2038
$1.72M ﹤0.01%
232,654
+13,549
2039
$1.71M ﹤0.01%
16,049
+10
2040
$1.71M ﹤0.01%
253,426
+67,953
2041
$1.71M ﹤0.01%
95,997
-567
2042
$1.71M ﹤0.01%
50,607
+917
2043
$1.7M ﹤0.01%
48,191
+534
2044
$1.7M ﹤0.01%
231,983
-13,821
2045
$1.7M ﹤0.01%
167,955
+9,455
2046
$1.7M ﹤0.01%
220,246
+2,874
2047
$1.7M ﹤0.01%
90,453
2048
$1.69M ﹤0.01%
90,960
+6,105
2049
$1.69M ﹤0.01%
40,820
+4,622
2050
$1.69M ﹤0.01%
9,016
-255