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 13.16%
4 Industrials 9.35%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$38K ﹤0.01%
3,599
2552
$38K ﹤0.01%
2,020
2553
$38K ﹤0.01%
3,882
2554
$37K ﹤0.01%
1,677
2555
$37K ﹤0.01%
2,651
2556
$37K ﹤0.01%
2,202
2557
$37K ﹤0.01%
1,060
2558
$37K ﹤0.01%
752
2559
$37K ﹤0.01%
8,669
2560
$36K ﹤0.01%
1,057
2561
$36K ﹤0.01%
3,154
2562
$36K ﹤0.01%
980
2563
$36K ﹤0.01%
2,654
2564
$36K ﹤0.01%
+4,634
2565
$36K ﹤0.01%
5,712
2566
$36K ﹤0.01%
+416
2567
$36K ﹤0.01%
1,600
-441,158
2568
$35K ﹤0.01%
2,816
2569
$35K ﹤0.01%
1,850
2570
$35K ﹤0.01%
4,575
-2
2571
$35K ﹤0.01%
258
2572
$35K ﹤0.01%
2,566
2573
$35K ﹤0.01%
3,730
2574
$35K ﹤0.01%
1,936
2575
$35K ﹤0.01%
14,910
-1,450