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
$307B
AUM Growth
+$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,624
New
Increased
Reduced
Closed

Top Buys

1 +$438M
2 +$419M
3 +$419M
4
AMZN icon
Amazon
AMZN
+$344M
5
AVGO icon
Broadcom
AVGO
+$204M

Top Sells

1 +$469M
2 +$125M
3 +$91.9M
4
SJR
Shaw Communications Inc.
SJR
+$67.2M
5
DELL icon
Dell
DELL
+$59.7M

Sector Composition

1 Technology 28.76%
2 Healthcare 13.35%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$91.8M 0.03%
798,432
+31,554
502
$91.8M 0.03%
977,273
+81,897
503
$91.4M 0.03%
3,972,324
-234,155
504
$91.4M 0.03%
944,072
+27,497
505
$91.2M 0.03%
1,745,557
+44,429
506
$91M 0.03%
1,586,598
-45,158
507
$90.7M 0.03%
2,284,220
-52,864
508
$90.2M 0.03%
678,433
-5,101
509
$90M 0.03%
4,379,582
+331,857
510
$89.8M 0.03%
239,639
-17,745
511
$89.6M 0.03%
2,224,052
+314,986
512
$89.3M 0.03%
2,119,716
+36,567
513
$89M 0.03%
654,207
+320,173
514
$88.3M 0.03%
212,050
-2,233
515
$88.3M 0.03%
513,985
+3,338
516
$87.9M 0.03%
2,041,731
+210,914
517
$87.8M 0.03%
323,403
+54,467
518
$86.7M 0.03%
2,744,549
+333,400
519
$86.6M 0.03%
591,820
-26,593
520
$86.3M 0.03%
397,057
-11,900
521
$85.8M 0.03%
1,095,266
+14,693
522
$85.1M 0.03%
3,264,252
-442,687
523
$84.3M 0.03%
1,246,997
+7,850
524
$83.6M 0.03%
4,451,369
+428,286
525
$83.6M 0.03%
1,293,592
+240,889