Legal & General Group
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Legal & General Group’s AlTi Global ALTI Stock Holding History

Legal & General Group’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14K Hold
3,876
– – ﹤0.01% 3103
2025
Q4 		$18K Hold
3,876
– – ﹤0.01% 3072
2025
Q3 		$13.8K Hold
3,876
– – ﹤0.01% 3196
2025
Q2 		$16.1K Buy
3,876
+976
+34% +$3.37K ﹤0.01% 3102
2025
Q1 		$8.82K Hold
2,900
– – ﹤0.01% 3200
2024
Q4 		$12.8K Hold
2,900
– – ﹤0.01% 3190
2024
Q3 		$10.8K Hold
2,900
– – ﹤0.01% 3256
2024
Q2 		$15.1K Sell
2,900
-22,499
-89% -$108K ﹤0.01% 3140
2024
Q1 		$144K Buy
25,399
+3,175
+14% +$19.6K ﹤0.01% 2715
2023
Q4 		$195K Sell
22,224
-24
-0.1% -$181 ﹤0.01% 2704
2023
Q3 		$155K Buy
+22,248
New +$165K ﹤0.01% 2766

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group's ALTI Position: Q1 2026 in Review

Legal & General Group held its AlTi Global (ALTI) position steady in Q1 2026 at 3,876 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #3103.

Legal & General Group first reported a position in ALTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $195K in Q4 2023. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • Legal & General Group held 3,876 shares of AlTi Global worth $14K as of Q1 2026.
  • Legal & General Group left its AlTi Global share count unchanged in Q1 2026.
  • AlTi Global made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #3103 holding.
  • Legal & General Group first reported a position in AlTi Global in Q3 2023 and has held it in 11 quarters since.
  • Legal & General Group's AlTi Global position peaked at $195K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.