Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Est. Return 24.44%
 

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
+24.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.6B
AUM Growth
+$6.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,340
New
Increased
Reduced
Closed

Top Buys

1 +$38.3M
2 +$35.4M
3 +$33.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$21.9M
5
CVX icon
Chevron
CVX
+$17.1M

Top Sells

1 +$98.7M
2 +$80.6M
3 +$48.3M
4
NYX
NYSE EURONEXT INC
NYX
+$46.9M
5
ELN
ELAN CORP ADS(RP1 ORD4IRISH PN
ELN
+$28.1M

Sector Composition

1 Financials 16.86%
2 Technology 12.71%
3 Healthcare 12.35%
4 Energy 10.77%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.22B 2.69%
110,870,340
-556,780
2
$2.06B 2.49%
20,328,120
-57,807
3
$1.35B 1.63%
48,395,441
+784,972
4
$1.32B 1.6%
9,864,351
-87,746
5
$1.29B 1.56%
34,459,527
+82,849
6
$1.18B 1.43%
12,868,505
+183,421
7
$1.17B 1.42%
9,398,330
+136,778
8
$1.08B 1.31%
23,896,806
-28,736
9
$1.06B 1.28%
18,159,198
+42,318
10
$1.03B 1.25%
12,637,040
+54,083
11
$981M 1.19%
33,748,753
-349,473
12
$923M 1.12%
5,145,174
+10,098
13
$897M 1.09%
33,791,703
-239,397
14
$822M 1%
52,809,636
-1,239,948
15
$798M 0.97%
19,329,984
+112,234
16
$763M 0.92%
14,640,881
-190,662
17
$699M 0.85%
14,630,699
-44,934
18
$651M 0.79%
13,244,622
-259,078
19
$648M 0.78%
7,433,902
+59,756
20
$625M 0.76%
31,345,940
-292,940
21
$603M 0.73%
23,216,724
+242,245
22
$597M 0.72%
7,192,270
+55,686
23
$592M 0.72%
15,465,629
-233,398
24
$588M 0.71%
22,435,872
-164,466
25
$587M 0.71%
7,686,440
-97,437