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
$82.4B
AUM Growth
-$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1 +$260M
2 +$59.8M
3 +$58.1M
4
ZTS icon
Zoetis
ZTS
+$40.8M
5
LNG icon
Cheniere Energy
LNG
+$36.7M

Top Sells

1 +$75.3M
2 +$65.5M
3 +$58.9M
4
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$57.3M
5
MSFT icon
Microsoft
MSFT
+$40.8M

Sector Composition

1 Financials 16.58%
2 Healthcare 12.91%
3 Technology 12.76%
4 Energy 10.74%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.05B 2.49%
106,941,828
-3,928,512
2
$1.92B 2.33%
19,657,297
-670,823
3
$1.37B 1.67%
33,464,312
-995,215
4
$1.33B 1.61%
47,778,617
-616,824
5
$1.24B 1.51%
12,637,595
-230,910
6
$1.18B 1.44%
9,546,719
-317,632
7
$1.16B 1.41%
23,312,206
-584,600
8
$1.08B 1.31%
9,082,371
-315,959
9
$1.07B 1.3%
17,694,671
-464,527
10
$1B 1.22%
12,442,051
-194,989
11
$998M 1.21%
32,739,744
-1,009,009
12
$890M 1.08%
18,718,920
+5,474,298
13
$888M 1.08%
4,824,883
-320,291
14
$872M 1.06%
50,690,561
-2,119,075
15
$863M 1.05%
32,588,462
-1,203,241
16
$777M 0.94%
14,339,886
-290,813
17
$732M 0.89%
18,938,999
-390,985
18
$683M 0.83%
14,344,054
-296,827
19
$610M 0.74%
14,905,321
-560,308
20
$596M 0.72%
7,444,704
-241,736
21
$588M 0.71%
7,186,604
-247,298
22
$586M 0.71%
22,689,608
-527,116
23
$580M 0.7%
6,948,445
-243,825
24
$578M 0.7%
4,625,844
-74,157
25
$570M 0.69%
7,230,438
-232,425