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
$130B
AUM Growth
-$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,492
New
Increased
Reduced
Closed

Top Sells

1 +$348M
2 +$328M
3 +$264M
4
MSFT icon
Microsoft
MSFT
+$176M
5
AMZN icon
Amazon
AMZN
+$145M

Sector Composition

1 Technology 16.79%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$649K ﹤0.01%
52,866
-14,773
2052
$646K ﹤0.01%
54,235
+1,761
2053
$636K ﹤0.01%
22,789
-4,537
2054
$630K ﹤0.01%
16,744
+1,702
2055
$626K ﹤0.01%
21,250
+4,144
2056
$623K ﹤0.01%
28,239
-1,954
2057
$619K ﹤0.01%
15,018
+575
2058
$617K ﹤0.01%
79,595
-15,833
2059
$614K ﹤0.01%
17,606
+1,931
2060
$610K ﹤0.01%
22,031
+492
2061
$609K ﹤0.01%
68,966
2062
$605K ﹤0.01%
10,226
-518
2063
$605K ﹤0.01%
25,854
2064
$605K ﹤0.01%
40,160
+4,173
2065
$601K ﹤0.01%
3,125
-643
2066
$600K ﹤0.01%
9,480
-586
2067
$599K ﹤0.01%
51,059
-3,886
2068
$594K ﹤0.01%
28,461
-2,505
2069
$585K ﹤0.01%
17,872
-755
2070
$583K ﹤0.01%
6,777
+398
2071
$580K ﹤0.01%
18,939
-244
2072
$574K ﹤0.01%
32,814
-59,255
2073
$570K ﹤0.01%
28,309
2074
$569K ﹤0.01%
39,056
+2,205
2075
$567K ﹤0.01%
6,763
-2,430