Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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 Return
+3.46%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$94.9B
AUM Growth
+$94.9B
Cap. Flow
+$2.47B
Cap. Flow %
2.61%
Top 10 Hldgs %
16.18%
Holding
3,009
New
226
Increased
1,405
Reduced
234
Closed
103

Sector Composition

1 Financials 14.95%
2 Healthcare 13.26%
3 Technology 12.56%
4 Communication Services 9.77%
5 Consumer Staples 9.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CSX icon
201
CSX Corp
CSX
$60.6B
$115M 0.12% 4,404,383 +113,633 +3% +$2.96M
ZBH icon
202
Zimmer Biomet
ZBH
$21B
$114M 0.12% 947,919 +83,774 +10% +$10.1M
PAYX icon
203
Paychex
PAYX
$50.2B
$113M 0.12% 1,909,410 +70,861 +4% +$4.21M
EQIX icon
204
Equinix
EQIX
$76.9B
$113M 0.12% 291,756 +8,664 +3% +$3.36M
DLR icon
205
Digital Realty Trust
DLR
$57.2B
$112M 0.12% 1,026,913 +145,369 +16% +$15.8M
EBAY icon
206
eBay
EBAY
$41.4B
$112M 0.12% 4,776,581 -252,991 -5% -$5.92M
AWK icon
207
American Water Works
AWK
$28B
$111M 0.12% 1,312,345 -36,607 -3% -$3.09M
ALXN
208
DELISTED
Alexion Pharmaceuticals Inc
ALXN
$111M 0.12% 948,557 +28,037 +3% +$3.27M
FIS icon
209
Fidelity National Information Services
FIS
$36.5B
$110M 0.12% 1,494,509 +93,180 +7% +$6.86M
MPC icon
210
Marathon Petroleum
MPC
$54.6B
$109M 0.12% 2,879,940 +186,223 +7% +$7.06M
DOC icon
211
Healthpeak Properties
DOC
$12.5B
$109M 0.11% 3,082,564 -6,811 -0.2% -$241K
VNO icon
212
Vornado Realty Trust
VNO
$7.3B
$109M 0.11% 1,088,664 +54,426 +5% +$5.45M
NVDA icon
213
NVIDIA
NVDA
$4.24T
$109M 0.11% 2,310,597 +67,050 +3% +$3.15M
APA icon
214
APA Corp
APA
$8.31B
$108M 0.11% 1,936,289 +1,388 +0.1% +$77.3K
ROST icon
215
Ross Stores
ROST
$48.1B
$107M 0.11% 1,884,226 +86,910 +5% +$4.93M
PXD
216
DELISTED
Pioneer Natural Resource Co.
PXD
$106M 0.11% 702,867 +43,404 +7% +$6.56M
PARA
217
DELISTED
Paramount Global Class B
PARA
$106M 0.11% 1,943,036 +1,539 +0.1% +$83.8K
GLW icon
218
Corning
GLW
$57.4B
$105M 0.11% 5,121,589 -151,938 -3% -$3.11M
WY icon
219
Weyerhaeuser
WY
$18.7B
$104M 0.11% 3,504,687 -85,168 -2% -$2.54M
DFS
220
DELISTED
Discover Financial Services
DFS
$101M 0.11% 1,887,351 +31,488 +2% +$1.69M
K icon
221
Kellanova
K
$27.6B
$101M 0.11% 1,238,885 +11,272 +0.9% +$919K
MNST icon
222
Monster Beverage
MNST
$60.9B
$101M 0.11% 627,598 +1,516 +0.2% +$244K
STJ
223
DELISTED
St Jude Medical
STJ
$101M 0.11% 1,291,965 +52,002 +4% +$4.06M
ZTS icon
224
Zoetis
ZTS
$69.3B
$100M 0.11% 2,114,722 +10,106 +0.5% +$480K
SHW icon
225
Sherwin-Williams
SHW
$91.2B
$100M 0.11% 340,836 +13,978 +4% +$4.1M