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
3051
$28K ﹤0.01%
+2,402
3052
$28K ﹤0.01%
+1,159
3053
$28K ﹤0.01%
+5,384
3054
$28K ﹤0.01%
6,867
+3,403
3055
$28K ﹤0.01%
+1,270
3056
$28K ﹤0.01%
100
+43
3057
$28K ﹤0.01%
+6,228
3058
$28K ﹤0.01%
+10,926
3059
$28K ﹤0.01%
+7,400
3060
$27K ﹤0.01%
+6,295
3061
$27K ﹤0.01%
+6,286
3062
$27K ﹤0.01%
+2,048
3063
$27K ﹤0.01%
+2,393
3064
$27K ﹤0.01%
+4,361
3065
$27K ﹤0.01%
+600
3066
$27K ﹤0.01%
+2,927
3067
$27K ﹤0.01%
+1,470
3068
$27K ﹤0.01%
+2,943
3069
$27K ﹤0.01%
+8,478
3070
$26K ﹤0.01%
+1,531
3071
$26K ﹤0.01%
+2,056
3072
$26K ﹤0.01%
+1,576
3073
$26K ﹤0.01%
+641
3074
$26K ﹤0.01%
+1,835
3075
$25K ﹤0.01%
+6,526