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
2051
$524K ﹤0.01%
172,688
-40,488
2052
$523K ﹤0.01%
68,073
-17,350
2053
$519K ﹤0.01%
13,417
+4,859
2054
$518K ﹤0.01%
8,511
+2,361
2055
$517K ﹤0.01%
76,908
-1,864
2056
$512K ﹤0.01%
11,269
-5,796
2057
$512K ﹤0.01%
7,876
+12
2058
$512K ﹤0.01%
71,668
-113,908
2059
$511K ﹤0.01%
202,672
+6,923
2060
$507K ﹤0.01%
42,857
+602
2061
$506K ﹤0.01%
93,612
+18,919
2062
$505K ﹤0.01%
43,083
-3,702
2063
$499K ﹤0.01%
100,106
-5,393
2064
$498K ﹤0.01%
386,115
-61,395
2065
$497K ﹤0.01%
45,520
-507
2066
$496K ﹤0.01%
53,748
-3,040
2067
$496K ﹤0.01%
25,473
-1,703
2068
$496K ﹤0.01%
10,643
+6,059
2069
$493K ﹤0.01%
19,144
-439
2070
$492K ﹤0.01%
97,305
-26,123
2071
$492K ﹤0.01%
11,948
-26,372
2072
$491K ﹤0.01%
22,076
-8,897
2073
$491K ﹤0.01%
45,915
-158
2074
$491K ﹤0.01%
73,695
+592
2075
$490K ﹤0.01%
39,965
+64