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
$107B
AUM Growth
+$8.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,339
New
Increased
Reduced
Closed

Top Buys

1 +$476M
2 +$377M
3 +$352M
4
AVGO icon
Broadcom
AVGO
+$306M
5
CB icon
Chubb
CB
+$295M

Top Sells

1 +$87.2M
2 +$60.4M
3 +$55.1M
4
YUM icon
Yum! Brands
YUM
+$47.4M
5
T icon
AT&T
T
+$43.1M

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.3%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$102K ﹤0.01%
10,199
+4,251
2552
$102K ﹤0.01%
3,906
+1,490
2553
$102K ﹤0.01%
5,339
+2,631
2554
$101K ﹤0.01%
6,376
+2,628
2555
$101K ﹤0.01%
3,524
+1,010
2556
$101K ﹤0.01%
10,285
+5,928
2557
$101K ﹤0.01%
21,863
+7,675
2558
$101K ﹤0.01%
6,369
+2,990
2559
$101K ﹤0.01%
4,062
+1,693
2560
$101K ﹤0.01%
6,353
+2,865
2561
$101K ﹤0.01%
6,719
+3,493
2562
$100K ﹤0.01%
7,287
+2,520
2563
$100K ﹤0.01%
+470
2564
$100K ﹤0.01%
14,281
+6,087
2565
$100K ﹤0.01%
2,079
+1,024
2566
$100K ﹤0.01%
+12,942
2567
$100K ﹤0.01%
2,768
+1,056
2568
$99K ﹤0.01%
+4,604
2569
$99K ﹤0.01%
2,615
+1,297
2570
$99K ﹤0.01%
1,420
+746
2571
$99K ﹤0.01%
3,051
+1,118
2572
$99K ﹤0.01%
6,596
+3,459
2573
$98K ﹤0.01%
3,704
+1,872
2574
$98K ﹤0.01%
6,792
+3,080
2575
$98K ﹤0.01%
+373