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
$256B
AUM Growth
-$26.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,552
New
Increased
Reduced
Closed

Top Buys

1 +$225M
2 +$101M
3 +$87.2M
4
ZD icon
Ziff Davis
ZD
+$84.2M
5
BB icon
BlackBerry
BB
+$80.6M

Top Sells

1 +$712M
2 +$602M
3 +$477M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$212M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$160M

Sector Composition

1 Technology 24.29%
2 Healthcare 14.37%
3 Financials 13.06%
4 Consumer Discretionary 10.12%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$593K ﹤0.01%
34,828
+200
2302
$591K ﹤0.01%
31,405
-2,438
2303
$589K ﹤0.01%
224,083
-2,652
2304
$587K ﹤0.01%
11,645
-914
2305
$584K ﹤0.01%
293,597
-53,644
2306
$583K ﹤0.01%
11,881
+113
2307
$578K ﹤0.01%
16,577
2308
$576K ﹤0.01%
88,431
-2,982
2309
$575K ﹤0.01%
44,202
-4,677
2310
$574K ﹤0.01%
159,039
+16,765
2311
$571K ﹤0.01%
16,672
+1,080
2312
$568K ﹤0.01%
35,575
-3,398
2313
$566K ﹤0.01%
55,859
-3,045
2314
$565K ﹤0.01%
28,712
-1,214
2315
$559K ﹤0.01%
34,461
+2,649
2316
$556K ﹤0.01%
12,451
+94
2317
$556K ﹤0.01%
58,939
-1,208
2318
$556K ﹤0.01%
53,017
+463
2319
$552K ﹤0.01%
51,978
-17,405
2320
$551K ﹤0.01%
108,718
+4,420
2321
$546K ﹤0.01%
134,873
-9,719
2322
$546K ﹤0.01%
68,472
+68
2323
$545K ﹤0.01%
551,004
-115,116
2324
$542K ﹤0.01%
12,966
-536
2325
$539K ﹤0.01%
34,302
+547