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
$85B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$179M
2 +$39.3M
3 +$37.7M
4
T icon
AT&T
T
+$28.7M
5
QSR icon
Restaurant Brands International
QSR
+$27.1M

Top Sells

1 +$117M
2 +$43.1M
3 +$42M
4
THI
TIM HORTONS INC COM, CANADA
THI
+$40.6M
5
XOM icon
Exxon Mobil
XOM
+$40.3M

Sector Composition

1 Financials 16.43%
2 Healthcare 13.76%
3 Technology 13.16%
4 Industrials 9.35%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$47.3M 0.06%
1,199,250
-14,736
377
$47.2M 0.06%
1,218,190
-32,689
378
$47.2M 0.06%
1,144,374
-31,618
379
$47.1M 0.06%
3,416,692
-115,592
380
$47M 0.06%
281,986
-14,116
381
$46.9M 0.06%
942,920
-10,503
382
$46.9M 0.06%
672,237
-11,821
383
$46.5M 0.05%
1,259,075
-85,977
384
$46.4M 0.05%
204,712
+2,887
385
$46.4M 0.05%
691,333
-4,943
386
$46.4M 0.05%
1,048,404
-41,557
387
$46.3M 0.05%
250,298
-2,108
388
$46.1M 0.05%
1,064,271
-30,126
389
$46M 0.05%
1,259,077
+12,157
390
$45.9M 0.05%
1,090,596
-39,781
391
$45.8M 0.05%
542,396
-43,603
392
$45.7M 0.05%
1,695,176
-81,278
393
$45.6M 0.05%
451,014
-13,796
394
$45.5M 0.05%
742,669
-30,381
395
$45.4M 0.05%
598,663
-17,492
396
$45.3M 0.05%
213,554
-2,968
397
$45.1M 0.05%
602,200
-2,689
398
$44.8M 0.05%
1,036,991
-12,966
399
$44.7M 0.05%
1,249,158
+349,373
400
$44.6M 0.05%
1,280,673
-52,324