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
$118B
AUM Growth
+$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,325
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$132M
3 +$97M
4
MSFT icon
Microsoft
MSFT
+$93.3M
5
XOM icon
Exxon Mobil
XOM
+$74.8M

Top Sells

1 +$159M
2 +$105M
3 +$69.9M
4
HAR
Harman International Industries
HAR
+$33.4M
5
XRX icon
Xerox
XRX
+$20.3M

Sector Composition

1 Financials 16.7%
2 Technology 14.75%
3 Healthcare 12.91%
4 Communication Services 9.31%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$236K ﹤0.01%
22,100
+5,100
2202
$236K ﹤0.01%
6,861
+963
2203
$235K ﹤0.01%
5,884
+1,419
2204
$233K ﹤0.01%
59,868
+431
2205
$232K ﹤0.01%
5,841
-104
2206
$231K ﹤0.01%
28,798
+7,800
2207
$231K ﹤0.01%
5,152
-72
2208
$231K ﹤0.01%
49,476
+5,367
2209
$230K ﹤0.01%
10,124
-14,103
2210
$230K ﹤0.01%
15,997
+565
2211
$228K ﹤0.01%
135,929
2212
$228K ﹤0.01%
25,534
-208
2213
$227K ﹤0.01%
18,416
-290
2214
$227K ﹤0.01%
8,703
-162
2215
$226K ﹤0.01%
13,461
-260
2216
$224K ﹤0.01%
10,133
2217
$224K ﹤0.01%
13,689
-305
2218
$224K ﹤0.01%
12,568
-2,336
2219
$220K ﹤0.01%
27,163
+15,000
2220
$220K ﹤0.01%
5,753
+1,204
2221
$219K ﹤0.01%
13,848
+3,487
2222
$219K ﹤0.01%
4,289
2223
$218K ﹤0.01%
11,924
-371
2224
$217K ﹤0.01%
22,933
-613
2225
$217K ﹤0.01%
3,756
-54