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 13.95%
3 Healthcare 12.6%
4 Industrials 9.35%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
$16K ﹤0.01%
+3,625
3152
$16K ﹤0.01%
+1,449
3153
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+1,913
3154
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+818
3155
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+2,689
3156
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180
3157
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+74
3158
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+1,234
3159
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+701
3160
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+742
3161
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+1,763
3162
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+504
3163
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533
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3164
$15K ﹤0.01%
+1,898
3165
$15K ﹤0.01%
313
3166
$15K ﹤0.01%
+4,000
3167
$15K ﹤0.01%
+1,975
3168
$15K ﹤0.01%
+7,045
3169
$14K ﹤0.01%
21
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3170
$14K ﹤0.01%
+920
3171
$14K ﹤0.01%
+1,676
3172
$14K ﹤0.01%
+954
3173
$14K ﹤0.01%
+864
3174
$14K ﹤0.01%
+1,717
3175
$14K ﹤0.01%
+1,581