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
$98.7B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,939
New
Increased
Reduced
Closed

Top Buys

1 +$65.3M
2 +$47.3M
3 +$46.7M
4
DELL icon
Dell
DELL
+$43.9M
5
MAR icon
Marriott International
MAR
+$41.1M

Top Sells

1 +$242M
2 +$136M
3 +$62.2M
4
GE icon
GE Aerospace
GE
+$58.2M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$56.1M

Sector Composition

1 Financials 15.45%
2 Technology 13.43%
3 Healthcare 12.92%
4 Communication Services 9.75%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$118M 0.12%
4,888,239
-129,828
202
$118M 0.12%
1,536,615
+42,106
203
$118M 0.12%
3,009,344
-47,209
204
$118M 0.12%
1,553,786
-36,148
205
$117M 0.12%
4,940,639
-180,950
206
$117M 0.12%
2,788,398
+28,737
207
$117M 0.12%
951,867
+3,310
208
$116M 0.12%
3,785,810
+115,351
209
$116M 0.12%
2,892,237
-62,637
210
$116M 0.12%
693,940
-3,502
211
$115M 0.12%
149,795
-3,259
212
$115M 0.12%
651,065
+4,965
213
$115M 0.12%
2,606,004
+61,864
214
$113M 0.11%
1,384,045
+37,368
215
$112M 0.11%
2,158,825
+44,103
216
$112M 0.11%
3,495,742
-8,945
217
$111M 0.11%
1,925,277
+15,867
218
$111M 0.11%
2,237,246
-19,284
219
$109M 0.11%
853,665
+19,750
220
$109M 0.11%
2,074,822
+27,962
221
$108M 0.11%
301,177
+9,421
222
$107M 0.11%
3,805,844
+222,765
223
$106M 0.11%
1,867,779
-19,572
224
$105M 0.11%
579,250
+59,913
225
$105M 0.11%
1,223,853
-25,089