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
2626
$21K ﹤0.01%
240
2627
$21K ﹤0.01%
207
2628
$21K ﹤0.01%
477
2629
$21K ﹤0.01%
1,628
2630
$20K ﹤0.01%
247
2631
$20K ﹤0.01%
326
2632
$20K ﹤0.01%
157
2633
$20K ﹤0.01%
2,773
2634
$19K ﹤0.01%
2,462
2635
$19K ﹤0.01%
3,035
2636
$18K ﹤0.01%
1,548
2637
$17K ﹤0.01%
+31
2638
$17K ﹤0.01%
83
2639
$17K ﹤0.01%
11,885
-867
2640
$17K ﹤0.01%
19,071
-2,300
2641
$17K ﹤0.01%
1,043
+939
2642
$16K ﹤0.01%
+286
2643
$16K ﹤0.01%
313
2644
$16K ﹤0.01%
286
2645
$16K ﹤0.01%
953
2646
$16K ﹤0.01%
518
2647
$14K ﹤0.01%
+517
2648
$14K ﹤0.01%
760
2649
$13K ﹤0.01%
462
2650
$13K ﹤0.01%
1,124