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
3001
$32K ﹤0.01%
+1,702
3002
$32K ﹤0.01%
+2,987
3003
$32K ﹤0.01%
+1,140
3004
$32K ﹤0.01%
+3,048
3005
$31K ﹤0.01%
+1,908
3006
$31K ﹤0.01%
+476
3007
$31K ﹤0.01%
+2,248
3008
$31K ﹤0.01%
+693
3009
$31K ﹤0.01%
+312
3010
$31K ﹤0.01%
+6,209
3011
$31K ﹤0.01%
3,241
+1,135
3012
$31K ﹤0.01%
+509
3013
$31K ﹤0.01%
+4,363
3014
$31K ﹤0.01%
+3,499
3015
$31K ﹤0.01%
+2,943
3016
$30K ﹤0.01%
+1,268
3017
$30K ﹤0.01%
+2,687
3018
$30K ﹤0.01%
+1,874
3019
$30K ﹤0.01%
+3,886
3020
$30K ﹤0.01%
+872
3021
$30K ﹤0.01%
+972
3022
$30K ﹤0.01%
+598
3023
$30K ﹤0.01%
+3,877
3024
$30K ﹤0.01%
+2,262
3025
$30K ﹤0.01%
+892