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
551
$33.4M 0.03%
340,930
+105,305
552
$33.4M 0.03%
300,111
+109
553
$33.4M 0.03%
511,039
-40,874
554
$33.3M 0.03%
353,751
+11,726
555
$33.1M 0.03%
+1,082,921
556
$32.9M 0.03%
739,064
-280,938
557
$32.8M 0.03%
688,708
+6,612
558
$32.8M 0.03%
1,634,010
-143,494
559
$32.7M 0.03%
681,881
-56,762
560
$32.6M 0.03%
546,528
+75,532
561
$32.5M 0.03%
799,773
+741
562
$32.4M 0.03%
556,749
-32,352
563
$32.3M 0.03%
1,071,790
+16,465
564
$32.2M 0.03%
+748,136
565
$32.1M 0.03%
355,348
-1,604
566
$31.7M 0.03%
3,770,151
+86,407
567
$31.1M 0.03%
869,708
-31,691
568
$31.1M 0.03%
580,850
+20,310
569
$31M 0.03%
+558,008
570
$30.9M 0.03%
973,761
+14,313
571
$30.8M 0.03%
1,872,818
-57,040
572
$30.8M 0.03%
421,946
-8,700
573
$30.7M 0.03%
225,459
+4,992
574
$30.6M 0.03%
344,129
-20,385
575
$30.5M 0.03%
888,787
+5,978