Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$632M
3 +$455M
4
META icon
Meta Platforms (Facebook)
META
+$416M
5
AMZN icon
Amazon
AMZN
+$374M

Top Sells

1 +$377M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$94.7M

Sector Composition

1 Technology 35.5%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.8M ﹤0.01%
88,781
-227
2027
$1.79M ﹤0.01%
14,275
-1,568
2028
$1.79M ﹤0.01%
68,961
+4,217
2029
$1.77M ﹤0.01%
10,531
-34
2030
$1.77M ﹤0.01%
21,266
-2,808
2031
$1.76M ﹤0.01%
152,583
-7,593
2032
$1.76M ﹤0.01%
81,251
-4,396
2033
$1.75M ﹤0.01%
214,057
-9,058
2034
$1.74M ﹤0.01%
176,589
-7,005
2035
$1.74M ﹤0.01%
43,238
-1,116
2036
$1.74M ﹤0.01%
348,912
-46,847
2037
$1.73M ﹤0.01%
100,649
+4,437
2038
$1.73M ﹤0.01%
84,116
+3,078
2039
$1.73M ﹤0.01%
74,526
-20,091
2040
$1.73M ﹤0.01%
353,608
+38,823
2041
$1.72M ﹤0.01%
45,429
+9,380
2042
$1.72M ﹤0.01%
222,477
+15,817
2043
$1.72M ﹤0.01%
226,165
-978,318
2044
$1.72M ﹤0.01%
128,939
+68,583
2045
$1.71M ﹤0.01%
319,185
-1,138
2046
$1.71M ﹤0.01%
56,023
-697
2047
$1.71M ﹤0.01%
137,959
-2,890
2048
$1.7M ﹤0.01%
170,714
-16,257
2049
$1.7M ﹤0.01%
159,410
+119
2050
$1.69M ﹤0.01%
233,286
-4,402