Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$632M
3 +$455M
4
META icon
Meta Platforms (Facebook)
META
+$416M
5
AMZN icon
Amazon
AMZN
+$374M

Top Sells

1 +$377M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$94.7M

Sector Composition

1 Technology 35.5%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.8B 7.58%
181,203,035
+2,609,560
2
$28.1B 6.31%
110,450,842
+2,797,514
3
$26.9B 6.04%
51,957,350
+1,930,729
4
$12.4B 2.77%
56,268,524
+1,650,835
5
$11B 2.48%
33,450,786
+748,709
6
$10.5B 2.36%
14,332,168
+558,792
7
$9.54B 2.14%
39,250,829
+392,547
8
$8.51B 1.91%
19,138,014
-1,087,084
9
$7.94B 1.78%
32,583,332
+223,743
10
$5.96B 1.34%
18,908,978
+607,025
11
$4.25B 0.95%
12,458,913
+399,845
12
$4.11B 0.92%
5,383,999
+154,714
13
$3.61B 0.81%
19,450,064
+532,790
14
$3.3B 0.74%
5,806,887
+235,403
15
$3.29B 0.74%
11,696,752
+381,572
16
$3.13B 0.7%
26,101,010
+648,000
17
$3.11B 0.7%
6,193,345
+168,129
18
$2.81B 0.63%
27,268,463
+934,468
19
$2.78B 0.62%
12,004,084
+493,420
20
$2.58B 0.58%
37,674,954
+2,535,716
21
$2.54B 0.57%
16,556,061
+189,968
22
$2.5B 0.56%
6,181,165
+116,875
23
$2.5B 0.56%
13,704,938
+847,144
24
$2.35B 0.53%
2,540,548
-46,918
25
$2.3B 0.52%
20,396,334
+886,087