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
$280B
AUM Growth
+$19.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$268M
3 +$205M
4
GEHC icon
GE HealthCare
GEHC
+$180M
5
EXC icon
Exelon
EXC
+$123M

Top Sells

1 +$187M
2 +$180M
3 +$129M
4
NET icon
Cloudflare
NET
+$106M
5
BB icon
BlackBerry
BB
+$92.9M

Sector Composition

1 Technology 26.4%
2 Healthcare 13.8%
3 Financials 12.19%
4 Consumer Discretionary 9.58%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$1.35M ﹤0.01%
123,295
+4,638
2052
$1.33M ﹤0.01%
122,040
-1,629
2053
$1.33M ﹤0.01%
147,874
+19,543
2054
$1.32M ﹤0.01%
24,218
+2,281
2055
$1.32M ﹤0.01%
50,319
+1,441
2056
$1.32M ﹤0.01%
71,532
+205
2057
$1.31M ﹤0.01%
191,784
-40,851
2058
$1.31M ﹤0.01%
15,460
+37
2059
$1.3M ﹤0.01%
124,266
+429
2060
$1.3M ﹤0.01%
99,251
-1,085
2061
$1.3M ﹤0.01%
313,821
+25,119
2062
$1.3M ﹤0.01%
214,194
+690
2063
$1.3M ﹤0.01%
53,143
+2,537
2064
$1.29M ﹤0.01%
+345,444
2065
$1.28M ﹤0.01%
28,522
-339
2066
$1.28M ﹤0.01%
123,640
-5,017
2067
$1.28M ﹤0.01%
46,724
+5,511
2068
$1.27M ﹤0.01%
36,745
+1,047
2069
$1.27M ﹤0.01%
97,599
+1,724
2070
$1.27M ﹤0.01%
122,044
+16,586
2071
$1.26M ﹤0.01%
47,230
-111
2072
$1.26M ﹤0.01%
111,238
+2,692
2073
$1.26M ﹤0.01%
151,104
+15,062
2074
$1.26M ﹤0.01%
78,608
-1,070
2075
$1.25M ﹤0.01%
43,434
-9,212