Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.93%
 

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
+27.93%
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 +$525M
2 +$382M
3 +$348M
4
AVGO icon
Broadcom
AVGO
+$299M
5
CB icon
Chubb
CB
+$284M

Top Sells

1 +$87.2M
2 +$55.9M
3 +$53.2M
4
YUM icon
Yum! Brands
YUM
+$47M
5
T icon
AT&T
T
+$39.6M

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
3301
-2,960
3302
-3,780
3303
-3,955
3304
-13,400
3305
-17,942
3306
-6,270
3307
-3,802
3308
-2,586
3309
-9,677
3310
-23,295
3311
-4,243
3312
-296,012
3313
-18,269
3314
-16,502
3315
-66,203
3316
-124,337
3317
-4,288
3318
-8,072
3319
-2,304
3320
-1,417
3321
-15,556
3322
-27,960
3323
-16,549
3324
-18,358
3325
-34,701