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
2201
$286K ﹤0.01%
15,557
-2,251
2202
$286K ﹤0.01%
20,554
+9,078
2203
$285K ﹤0.01%
4,144
-751
2204
$285K ﹤0.01%
15,548
-2,531
2205
$285K ﹤0.01%
21,085
-1,959
2206
$284K ﹤0.01%
848,590
-21,485
2207
$283K ﹤0.01%
79,947
+4,417
2208
$283K ﹤0.01%
19,064
+738
2209
$283K ﹤0.01%
786,497
+8,614
2210
$282K ﹤0.01%
28,382
-209
2211
$282K ﹤0.01%
33,134
+335
2212
$282K ﹤0.01%
193,901
+3,766
2213
$281K ﹤0.01%
18,552
2214
$281K ﹤0.01%
14,316
-1,104
2215
$281K ﹤0.01%
39,381
-3,592
2216
$275K ﹤0.01%
45,234
+868
2217
$270K ﹤0.01%
96
-337
2218
$268K ﹤0.01%
18,583
+13,626
2219
$268K ﹤0.01%
25,200
-80
2220
$268K ﹤0.01%
72,505
-3,900
2221
$266K ﹤0.01%
58,589
+11,144
2222
$266K ﹤0.01%
26,114
-1,884
2223
$265K ﹤0.01%
68,270
+104
2224
$265K ﹤0.01%
10,503
+1,579
2225
$265K ﹤0.01%
24,798
-16,531