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
$140B
AUM Growth
+$10.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,435
New
Increased
Reduced
Closed

Top Buys

1 +$69.6M
2 +$53.9M
3 +$53M
4
ABMD
Abiomed Inc
ABMD
+$47M
5
EVRG icon
Evergy
EVRG
+$46.1M

Top Sells

1 +$110M
2 +$72.4M
3 +$65.6M
4
UPS icon
United Parcel Service
UPS
+$33.1M
5
RY icon
Royal Bank of Canada
RY
+$32.5M

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$238K ﹤0.01%
36,601
2302
$238K ﹤0.01%
5,861
+2,691
2303
$236K ﹤0.01%
16,692
2304
$232K ﹤0.01%
24,540
+19,293
2305
$226K ﹤0.01%
11,186
2306
$224K ﹤0.01%
43,792
+4,031
2307
$224K ﹤0.01%
6,415
2308
$223K ﹤0.01%
11,109
2309
$222K ﹤0.01%
7,155
2310
$220K ﹤0.01%
12,610
+501
2311
$218K ﹤0.01%
7,993
+6,558
2312
$218K ﹤0.01%
22,951
+2,392
2313
$217K ﹤0.01%
8,882
2314
$216K ﹤0.01%
5,750
2315
$215K ﹤0.01%
2,852
2316
$212K ﹤0.01%
6,941
2317
$208K ﹤0.01%
6,673
2318
$208K ﹤0.01%
23,243
+1,469
2319
$207K ﹤0.01%
2,470
-21
2320
$207K ﹤0.01%
13,423
+5,230
2321
$206K ﹤0.01%
11,381
+11,002
2322
$206K ﹤0.01%
3,436
+1,512
2323
$205K ﹤0.01%
3,200
2324
$205K ﹤0.01%
13,870
2325
$203K ﹤0.01%
49,079
-48,605