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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
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 +$167M
2 +$37.3M
3 +$33.5M
4
T icon
AT&T
T
+$29.3M
5
QSR icon
Restaurant Brands International
QSR
+$26.6M

Top Sells

1 +$115M
2 +$42.5M
3 +$41.3M
4
XOM icon
Exxon Mobil
XOM
+$40.7M
5
THI
TIM HORTONS INC COM, CANADA
THI
+$40.6M

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
2676
-33,273
2677
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2678
-513,988
2679
-9,954
2680
-36,991
2681
-4,259
2682
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2683
-82,746
2684
-31,419
2685
-3,184
2686
-5,618
2687
-49,690
2688
-2,630
2689
-54,722
2690
-2,480
2691
-38,263
2692
-2,304
2693
-6,067
2694
-229,741
2695
-3,433
2696
-5,432
2697
-681,199