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
2601
$94K ﹤0.01%
5,045
+1,986
2602
$94K ﹤0.01%
6,343
+1,881
2603
$94K ﹤0.01%
5,210
+2,235
2604
$94K ﹤0.01%
7,601
+3,809
2605
$93K ﹤0.01%
12,163
2606
$93K ﹤0.01%
1,883
+532
2607
$93K ﹤0.01%
5,875
+2,144
2608
$93K ﹤0.01%
16,507
+4,850
2609
$93K ﹤0.01%
25,313
+11,216
2610
$93K ﹤0.01%
4,573
+2,870
2611
$92K ﹤0.01%
14,131
+6,993
2612
$92K ﹤0.01%
11,036
+4,415
2613
$92K ﹤0.01%
27,003
2614
$92K ﹤0.01%
+5,559
2615
$92K ﹤0.01%
3,457
+1,794
2616
$92K ﹤0.01%
2,022
+831
2617
$92K ﹤0.01%
5,696
+2,137
2618
$91K ﹤0.01%
4,423
+1,873
2619
$91K ﹤0.01%
5,129
+2,297
2620
$91K ﹤0.01%
3,584
+1,195
2621
$91K ﹤0.01%
17,085
+8,887
2622
$90K ﹤0.01%
14,900
2623
$90K ﹤0.01%
2,377
+1,266
2624
$90K ﹤0.01%
6,309
+4,154
2625
$90K ﹤0.01%
3,774
+1,672