Legal & General Group
BBU

Legal & General Group’s Brookfield Business Partners BBU Stock Holding History

Legal & General Group’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-130,620
Closed -$4.29M – 3393
2025
Q3 		$4.29M Buy
130,620
+726
+0.6% +$19.4K ﹤0.01% 1659
2025
Q2 		$3.37M Buy
+129,894
New +$3.05M ﹤0.01% 1735

Other funds holding BBU

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
PIC
PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.47% 1-Year Est. Return

Legal & General Group's BBU Position: Q4 2025 in Review

Legal & General Group sold out of Brookfield Business Partners (BBU) in Q4 2025, closing a stake of 130,620 shares — an estimated $4.29M sold.

Legal & General Group first reported a position in BBU in Q2 2025 and held it in 2 quarters. The position peaked at $4.29M in Q3 2025. 67 funds tracked by Wall St. Rank hold BBU as of Q4 2025.

  • Legal & General Group reported no remaining Brookfield Business Partners position as of Q4 2025 after selling out during the quarter.
  • Legal & General Group sold 130,620 Brookfield Business Partners shares in Q4 2025, an estimated $4.29M.
  • Legal & General Group first reported a position in Brookfield Business Partners in Q2 2025 and held it in 2 quarters.
  • Legal & General Group's Brookfield Business Partners position peaked at $4.29M in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q4 2025.

Based on Legal & General Group's 13F filing for Q4 2025, filed 9 Feb 2026.