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
2951
$37K ﹤0.01%
2,281
+1,227
2952
$37K ﹤0.01%
12,379
2953
$37K ﹤0.01%
+4,484
2954
$37K ﹤0.01%
+3,971
2955
$37K ﹤0.01%
+1,100
2956
$37K ﹤0.01%
+1,262
2957
$36K ﹤0.01%
1,152
+746
2958
$36K ﹤0.01%
+2,080
2959
$36K ﹤0.01%
+4,006
2960
$36K ﹤0.01%
13,302
+7,068
2961
$36K ﹤0.01%
+864
2962
$35K ﹤0.01%
+3,630
2963
$35K ﹤0.01%
+1,031
2964
$35K ﹤0.01%
+1,323
2965
$35K ﹤0.01%
+1,846
2966
$35K ﹤0.01%
+3,774
2967
$35K ﹤0.01%
+1,407
2968
$35K ﹤0.01%
+2,000
2969
$35K ﹤0.01%
+3,080
2970
$35K ﹤0.01%
+401
2971
$34K ﹤0.01%
+250
2972
$34K ﹤0.01%
+935
2973
$34K ﹤0.01%
+968
2974
$34K ﹤0.01%
+253
2975
$34K ﹤0.01%
+1,246