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
$129B
AUM Growth
-$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,449
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$309M
3 +$306M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$240M
5
META icon
Meta Platforms (Facebook)
META
+$229M

Top Sells

1 +$325M
2 +$303M
3 +$213M
4
COL
Rockwell Collins
COL
+$103M
5
ANDV
Andeavor
ANDV
+$96.2M

Sector Composition

1 Technology 16.38%
2 Financials 15.21%
3 Healthcare 13.81%
4 Consumer Discretionary 10.01%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$540K ﹤0.01%
30,293
+2,054
2102
$538K ﹤0.01%
15,503
+494
2103
$537K ﹤0.01%
9,747
+2,244
2104
$534K ﹤0.01%
17,023
+5,830
2105
$531K ﹤0.01%
10,315
+840
2106
$520K ﹤0.01%
128,247
-10,969
2107
$520K ﹤0.01%
18,869
+14,307
2108
$519K ﹤0.01%
39,101
2109
$515K ﹤0.01%
55,966
+37,984
2110
$509K ﹤0.01%
108,328
+2,995
2111
$506K ﹤0.01%
29,355
+1,755
2112
$506K ﹤0.01%
29,967
+942
2113
$503K ﹤0.01%
45,898
+10,189
2114
$502K ﹤0.01%
12,886
+3,065
2115
$500K ﹤0.01%
9,753
+2,714
2116
$500K ﹤0.01%
62,290
+24,000
2117
$500K ﹤0.01%
13,185
+868
2118
$492K ﹤0.01%
44,197
+30,072
2119
$492K ﹤0.01%
84,645
2120
$492K ﹤0.01%
19,244
+5,502
2121
$492K ﹤0.01%
25,219
+1,062
2122
$491K ﹤0.01%
28,673
+1,802
2123
$488K ﹤0.01%
33,859
2124
$487K ﹤0.01%
58,144
-1,749
2125
$477K ﹤0.01%
37,209
+1,842