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
$268B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,553
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$83.5M
3 +$68.9M
4
CRWD icon
CrowdStrike
CRWD
+$68.3M
5
ROKU icon
Roku
ROKU
+$67.1M

Top Sells

1 +$282M
2 +$243M
3 +$148M
4
AMZN icon
Amazon
AMZN
+$110M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$96.1M

Sector Composition

1 Technology 23.16%
2 Financials 13.54%
3 Healthcare 12.15%
4 Consumer Discretionary 11.82%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.2B 4.54%
99,853,247
-2,309,878
2
$11.1B 4.14%
47,149,436
+354,087
3
$7.59B 2.83%
49,052,660
-710,060
4
$4.06B 1.51%
13,794,724
-309,545
5
$3.93B 1.46%
38,131,420
-358,280
6
$3.75B 1.4%
36,251,260
-706,200
7
$2.84B 1.06%
12,754,224
+44,946
8
$2.77B 1.03%
18,183,907
-223,534
9
$2.72B 1.01%
16,555,574
-489,316
10
$2.58B 0.96%
11,396,822
-1,071,465
11
$2.31B 0.86%
17,069,793
-113,368
12
$2.21B 0.83%
5,952,263
-146,296
13
$2.2B 0.82%
10,405,633
-170,544
14
$2.05B 0.76%
6,725,439
-57,965
15
$2.03B 0.76%
151,959,720
-2,616,080
16
$2.01B 0.75%
7,879,881
-376,172
17
$1.95B 0.73%
5,482,993
-85,895
18
$1.94B 0.72%
10,524,539
-110,644
19
$1.78B 0.66%
45,901,457
-745,900
20
$1.73B 0.64%
27,017,552
-840,782
21
$1.67B 0.62%
6,873,876
+24,049
22
$1.56B 0.58%
26,792,481
-370,767
23
$1.55B 0.58%
29,986,635
+36,339
24
$1.51B 0.56%
3,185,665
-10,941
25
$1.5B 0.56%
27,770,254
-541,572