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
$130B
AUM Growth
-$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,492
New
Increased
Reduced
Closed

Top Sells

1 +$348M
2 +$328M
3 +$264M
4
MSFT icon
Microsoft
MSFT
+$176M
5
AMZN icon
Amazon
AMZN
+$145M

Sector Composition

1 Technology 16.79%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.99B 3.08%
86,242,948
-7,093,724
2
$3.26B 2.52%
33,067,332
-1,785,137
3
$2.76B 2.13%
32,481,160
-1,707,720
4
$1.94B 1.49%
9,970,770
-166,713
5
$1.66B 1.28%
20,125,733
-1,152,880
6
$1.55B 1.19%
14,831,279
-1,061,163
7
$1.54B 1.18%
12,650,488
-625,369
8
$1.5B 1.15%
26,817,540
-1,249,340
9
$1.45B 1.12%
25,654,400
-1,134,320
10
$1.28B 0.99%
52,761,168
+6,097,274
11
$1.16B 0.89%
40,982,899
-3,113,241
12
$1.13B 0.87%
8,925,196
-376,241
13
$1.11B 0.86%
22,094,095
-338,205
14
$1.09B 0.84%
21,831,784
-2,163,587
15
$1.08B 0.84%
19,560,639
-1,247,523
16
$1.08B 0.83%
5,777,338
-378,141
17
$1.06B 0.82%
4,334,758
-275,048
18
$1.03B 0.79%
7,765,930
-552,728
19
$1.02B 0.79%
5,495,835
+150,816
20
$993M 0.77%
28,841,429
-1,929,613
21
$991M 0.76%
5,076,231
-367,988
22
$976M 0.75%
22,684,419
-1,781,665
23
$961M 0.74%
12,305,685
-503,469
24
$803M 0.62%
4,085,465
-276,510
25
$782M 0.6%
17,836,777
-802,532