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
2201
$969K ﹤0.01%
95,788
-296
2202
$963K ﹤0.01%
183,687
-17,418
2203
$963K ﹤0.01%
38,875
+478
2204
$963K ﹤0.01%
22,207
+2,209
2205
$960K ﹤0.01%
135,581
+9,088
2206
$957K ﹤0.01%
108,906
+3,147
2207
$957K ﹤0.01%
132,676
-69,023
2208
$955K ﹤0.01%
1,942
-9
2209
$954K ﹤0.01%
11,926
2210
$953K ﹤0.01%
+7,625
2211
$952K ﹤0.01%
94,768
+3,592
2212
$950K ﹤0.01%
40,986
+1,943
2213
$950K ﹤0.01%
66,990
+19,354
2214
$945K ﹤0.01%
89,257
-37,465
2215
$943K ﹤0.01%
117,089
+48,463
2216
$941K ﹤0.01%
25,148
+12,265
2217
$937K ﹤0.01%
61,955
+9,695
2218
$936K ﹤0.01%
96,534
-5,921
2219
$933K ﹤0.01%
37,953
-1,621
2220
$930K ﹤0.01%
17,749
+1,719
2221
$922K ﹤0.01%
29,585
+235
2222
$915K ﹤0.01%
99,081
+9,329
2223
$913K ﹤0.01%
30,835
2224
$912K ﹤0.01%
56,170
+2,171
2225
$909K ﹤0.01%
56,070
+1,005