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
$131B
AUM Growth
-$7.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,334
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$113M
3 +$54.7M
4
WP
Worldpay, Inc.
WP
+$47.7M
5
IPGP icon
IPG Photonics
IPGP
+$46.1M

Top Sells

1 +$340M
2 +$230M
3 +$145M
4
AMZN icon
Amazon
AMZN
+$133M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122M

Sector Composition

1 Financials 16.85%
2 Technology 16.66%
3 Healthcare 12.26%
4 Consumer Discretionary 9.93%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$646K ﹤0.01%
73,287
+3,500
2052
$645K ﹤0.01%
43,276
+771
2053
$645K ﹤0.01%
7,024
-1,415
2054
$644K ﹤0.01%
+26,426
2055
$641K ﹤0.01%
22,434
+7,585
2056
$641K ﹤0.01%
127,512
+12,516
2057
$634K ﹤0.01%
14,634
-2,691
2058
$634K ﹤0.01%
36,100
-700
2059
$627K ﹤0.01%
13,767
-2,089
2060
$626K ﹤0.01%
13,710
-2,108
2061
$626K ﹤0.01%
15,042
+3,422
2062
$625K ﹤0.01%
35,962
+556
2063
$624K ﹤0.01%
21,383
+718
2064
$623K ﹤0.01%
12,991
-2,025
2065
$623K ﹤0.01%
29,477
+27,000
2066
$622K ﹤0.01%
8,964
+2,377
2067
$617K ﹤0.01%
86,005
-37,865
2068
$612K ﹤0.01%
7,688
+2,088
2069
$608K ﹤0.01%
36,209
+1,207
2070
$607K ﹤0.01%
52,474
+2,048
2071
$602K ﹤0.01%
25,266
2072
$602K ﹤0.01%
23,194
-254
2073
$598K ﹤0.01%
38,468
+6,653
2074
$597K ﹤0.01%
54,945
-11,020
2075
$588K ﹤0.01%
32,693
+1,508