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
$347B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,413
New
Increased
Reduced
Closed

Top Buys

1 +$81.3M
2 +$70.6M
3 +$63.6M
4
MCO icon
Moody's
MCO
+$60.2M
5
O icon
Realty Income
O
+$58.5M

Top Sells

1 +$345M
2 +$144M
3 +$140M
4
CVX icon
Chevron
CVX
+$134M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$103M

Sector Composition

1 Technology 30.19%
2 Financials 12.53%
3 Healthcare 12.22%
4 Consumer Discretionary 9.63%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$1.13M ﹤0.01%
26,363
-6,841
2152
$1.13M ﹤0.01%
47,433
-92,308
2153
$1.13M ﹤0.01%
52,917
-668
2154
$1.13M ﹤0.01%
26,578
-889
2155
$1.13M ﹤0.01%
64,883
-286
2156
$1.12M ﹤0.01%
59,789
+1,475
2157
$1.12M ﹤0.01%
25,886
+474
2158
$1.11M ﹤0.01%
39,067
+972
2159
$1.11M ﹤0.01%
32,036
+2,597
2160
$1.1M ﹤0.01%
341
+65
2161
$1.1M ﹤0.01%
148,062
-725
2162
$1.09M ﹤0.01%
28,445
+6,406
2163
$1.09M ﹤0.01%
12,676
-4
2164
$1.09M ﹤0.01%
202,264
2165
$1.09M ﹤0.01%
49,230
2166
$1.08M ﹤0.01%
16,845
-947
2167
$1.08M ﹤0.01%
107,647
+17,700
2168
$1.07M ﹤0.01%
12,788
-705
2169
$1.07M ﹤0.01%
45,128
+9,704
2170
$1.06M ﹤0.01%
39,657
-161
2171
$1.06M ﹤0.01%
8,132
+381
2172
$1.06M ﹤0.01%
47,777
+20,566
2173
$1.05M ﹤0.01%
14,944
2174
$1.05M ﹤0.01%
108,207
-2,876
2175
$1.05M ﹤0.01%
92,615
-286