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
2826
$60K ﹤0.01%
2,545
+1,274
2827
$60K ﹤0.01%
7,363
+1,991
2828
$60K ﹤0.01%
327
+191
2829
$60K ﹤0.01%
2,850
+1,464
2830
$60K ﹤0.01%
5,952
+2,947
2831
$60K ﹤0.01%
+4,223
2832
$59K ﹤0.01%
1,872
+1,174
2833
$59K ﹤0.01%
2,910
+1,377
2834
$59K ﹤0.01%
5,830
+3,434
2835
$59K ﹤0.01%
23,152
+9,672
2836
$59K ﹤0.01%
2,638
+1,329
2837
$59K ﹤0.01%
9,753
+4,855
2838
$58K ﹤0.01%
2,811
-22,197
2839
$58K ﹤0.01%
5,261
+1,606
2840
$58K ﹤0.01%
3,237
+1,780
2841
$58K ﹤0.01%
+6,961
2842
$58K ﹤0.01%
12,002
+4,615
2843
$58K ﹤0.01%
3,269
+1,042
2844
$57K ﹤0.01%
22
+10
2845
$57K ﹤0.01%
9,113
+4,703
2846
$57K ﹤0.01%
3,816
+1,700
2847
$57K ﹤0.01%
18,774
+5,507
2848
$57K ﹤0.01%
345
2849
$57K ﹤0.01%
2,375
+784
2850
$56K ﹤0.01%
667