Legal & General Group

Legal & General Group Portfolio holdings

AUM $446B
1-Year Est. Return 28%
 

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
+28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$179M
2 +$39.3M
3 +$37.7M
4
T icon
AT&T
T
+$28.7M
5
QSR icon
Restaurant Brands International
QSR
+$27.1M

Top Sells

1 +$117M
2 +$43.1M
3 +$42M
4
THI
TIM HORTONS INC COM, CANADA
THI
+$40.6M
5
XOM icon
Exxon Mobil
XOM
+$40.3M

Sector Composition

1 Financials 16.43%
2 Healthcare 13.76%
3 Technology 13.08%
4 Industrials 9.44%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$45K ﹤0.01%
2,418
2477
$45K ﹤0.01%
2,575
2478
$45K ﹤0.01%
854
2479
$45K ﹤0.01%
5,741
2480
$45K ﹤0.01%
6,893
2481
$45K ﹤0.01%
3,101
2482
$44K ﹤0.01%
1,545
2483
$44K ﹤0.01%
1,933
2484
$44K ﹤0.01%
1,955
2485
$44K ﹤0.01%
766
2486
$44K ﹤0.01%
2,681
2487
$44K ﹤0.01%
1,620
2488
$44K ﹤0.01%
1,881
2489
$44K ﹤0.01%
3,082
2490
$44K ﹤0.01%
3,169
2491
$44K ﹤0.01%
4,804
2492
$44K ﹤0.01%
2,667
2493
$43K ﹤0.01%
2,648
2494
$43K ﹤0.01%
8,327
2495
$43K ﹤0.01%
122
2496
$43K ﹤0.01%
4,138
2497
$43K ﹤0.01%
1,623
2498
$43K ﹤0.01%
3,230
2499
$43K ﹤0.01%
5,482
2500
$43K ﹤0.01%
16,964