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
+11.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$331B
AUM Growth
+$331B
Cap. Flow
-$5.49B
Cap. Flow %
-1.66%
Top 10 Hldgs %
23.44%
Holding
3,635
New
139
Increased
1,748
Reduced
1,044
Closed
58

Sector Composition

1 Technology 26.6%
2 Financials 12.78%
3 Healthcare 12.54%
4 Consumer Discretionary 11.03%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BIDU icon
201
Baidu
BIDU
$32.8B
$356M 0.11% 2,390,455 +568,093 +31% +$84.5M
PAYX icon
202
Paychex
PAYX
$50.2B
$355M 0.11% 2,600,369 +43,056 +2% +$5.88M
WEC icon
203
WEC Energy
WEC
$34.3B
$355M 0.11% 3,652,228 -65,844 -2% -$6.39M
APH icon
204
Amphenol
APH
$133B
$354M 0.11% 4,042,185 -125,762 -3% -$11M
CMI icon
205
Cummins
CMI
$54.9B
$353M 0.11% 1,618,173 -49,914 -3% -$10.9M
BAX icon
206
Baxter International
BAX
$12.7B
$352M 0.11% 4,106,389 -130,327 -3% -$11.2M
IQV icon
207
IQVIA
IQV
$32.4B
$352M 0.11% 1,247,631 -26,150 -2% -$7.38M
PPG icon
208
PPG Industries
PPG
$25.1B
$351M 0.11% 2,033,176 -103,183 -5% -$17.8M
XYZ
209
Block, Inc.
XYZ
$48.5B
$349M 0.11% 2,157,848 -48,489 -2% -$7.83M
TRV icon
210
Travelers Companies
TRV
$61.1B
$348M 0.11% 2,223,908 -155,035 -7% -$24.3M
FTS icon
211
Fortis
FTS
$25B
$347M 0.11% 7,184,099 +155,802 +2% +$7.53M
WY icon
212
Weyerhaeuser
WY
$18.7B
$345M 0.1% 8,389,446 -351,431 -4% -$14.5M
FCX icon
213
Freeport-McMoran
FCX
$63.7B
$341M 0.1% 8,175,689 -401,138 -5% -$16.7M
WST icon
214
West Pharmaceutical
WST
$17.8B
$339M 0.1% 723,121 -16,135 -2% -$7.57M
CARR icon
215
Carrier Global
CARR
$55.5B
$338M 0.1% 6,224,270 -163,272 -3% -$8.86M
EOG icon
216
EOG Resources
EOG
$68.2B
$336M 0.1% 3,783,140 -62,511 -2% -$5.55M
ATVI
217
DELISTED
Activision Blizzard Inc.
ATVI
$334M 0.1% 5,025,671 -309,463 -6% -$20.6M
NIO icon
218
NIO
NIO
$14.3B
$334M 0.1% 10,543,630 +2,083,903 +25% +$66M
KMI icon
219
Kinder Morgan
KMI
$60B
$331M 0.1% 20,889,988 -776,633 -4% -$12.3M
INFO
220
DELISTED
IHS Markit Ltd. Common Shares
INFO
$328M 0.1% 2,468,766 -103,700 -4% -$13.8M
EA icon
221
Electronic Arts
EA
$43B
$328M 0.1% 2,484,725 -207,884 -8% -$27.4M
GIS icon
222
General Mills
GIS
$26.4B
$327M 0.1% 4,855,831 -58,705 -1% -$3.96M
DRE
223
DELISTED
Duke Realty Corp.
DRE
$327M 0.1% 4,981,232 -84,204 -2% -$5.53M
CMG icon
224
Chipotle Mexican Grill
CMG
$56.5B
$326M 0.1% 186,754 -4,219 -2% -$7.38M
BIIB icon
225
Biogen
BIIB
$19.4B
$326M 0.1% 1,358,080 -48,116 -3% -$11.5M