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
$261B
AUM Growth
+$4.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,488
New
Increased
Reduced
Closed

Top Buys

1 +$230M
2 +$62.9M
3 +$42.1M
4
OVV icon
Ovintiv
OVV
+$37M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$36M

Top Sells

1 +$817M
2 +$800M
3 +$271M
4
AMZN icon
Amazon
AMZN
+$232M
5
DRE
Duke Realty Corp.
DRE
+$232M

Sector Composition

1 Technology 23.31%
2 Healthcare 15.26%
3 Financials 13.4%
4 Consumer Discretionary 8.81%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$571K ﹤0.01%
26,753
+491
2302
$570K ﹤0.01%
10,395
+110
2303
$569K ﹤0.01%
146,761
+6,521
2304
$564K ﹤0.01%
7,120
+155
2305
$563K ﹤0.01%
35,063
-7,386
2306
$559K ﹤0.01%
82,899
+3,444
2307
$557K ﹤0.01%
41,826
+23,251
2308
$555K ﹤0.01%
41,368
+563
2309
$553K ﹤0.01%
197,634
+3,864
2310
$553K ﹤0.01%
12,037
+769
2311
$542K ﹤0.01%
59,323
+10,981
2312
$541K ﹤0.01%
21,260
+2,044
2313
$541K ﹤0.01%
14,611
2314
$540K ﹤0.01%
21,829
+844
2315
$539K ﹤0.01%
8,167
-491
2316
$538K ﹤0.01%
68,987
2317
$538K ﹤0.01%
9,506
+162
2318
$536K ﹤0.01%
16,577
2319
$536K ﹤0.01%
196,207
-27,876
2320
$533K ﹤0.01%
61,025
+4,092
2321
$533K ﹤0.01%
36,240
+26,176
2322
$532K ﹤0.01%
25,586
-3,126
2323
$532K ﹤0.01%
56,609
+1,570
2324
$528K ﹤0.01%
51,978
2325
$527K ﹤0.01%
34,363
+1,449