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
$378B
AUM Growth
-$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,439
New
Increased
Reduced
Closed

Top Buys

1 +$322M
2 +$271M
3 +$267M
4
SPOT icon
Spotify
SPOT
+$193M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1 +$900M
2 +$857M
3 +$355M
4
CSCO icon
Cisco
CSCO
+$312M
5
UNH icon
UnitedHealth
UNH
+$230M

Sector Composition

1 Technology 33.87%
2 Financials 13.19%
3 Consumer Discretionary 10.31%
4 Healthcare 10.03%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$1.11M ﹤0.01%
14,439
+610
2202
$1.11M ﹤0.01%
14,919
-2,995
2203
$1.1M ﹤0.01%
219,560
+27,711
2204
$1.1M ﹤0.01%
64,631
+8,523
2205
$1.1M ﹤0.01%
24,656
+157
2206
$1.1M ﹤0.01%
31,227
+4,074
2207
$1.1M ﹤0.01%
97,558
+2,996
2208
$1.1M ﹤0.01%
30,556
-230
2209
$1.1M ﹤0.01%
86,600
-9,934
2210
$1.09M ﹤0.01%
8,638
-8,552
2211
$1.09M ﹤0.01%
141,840
+42,823
2212
$1.09M ﹤0.01%
22,847
+3,296
2213
$1.09M ﹤0.01%
68,426
+1,770
2214
$1.09M ﹤0.01%
345,086
+68,256
2215
$1.08M ﹤0.01%
26,678
+2,741
2216
$1.07M ﹤0.01%
73,342
-5,309
2217
$1.07M ﹤0.01%
80,862
-76
2218
$1.07M ﹤0.01%
204,549
+185,716
2219
$1.06M ﹤0.01%
67,264
+2,223
2220
$1.06M ﹤0.01%
23,471
+3,416
2221
$1.05M ﹤0.01%
19,480
+1,429
2222
$1.05M ﹤0.01%
67,328
+998
2223
$1.05M ﹤0.01%
435,521
-10,132
2224
$1.05M ﹤0.01%
132,879
-175
2225
$1.05M ﹤0.01%
4,875
-59