Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Est. Return 24.44%
 

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
+24.44%
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
51
$337M 0.4%
3,616,726
-121,866
52
$336M 0.4%
7,483,714
-101,151
53
$336M 0.4%
18,455,510
-955,741
54
$332M 0.39%
2,552,544
-104,686
55
$331M 0.39%
5,909,179
-278,838
56
$329M 0.39%
3,817,010
-104,251
57
$321M 0.38%
2,888,663
-95,086
58
$319M 0.38%
940,927
-30,274
59
$317M 0.37%
1,740,286
-15,627
60
$317M 0.37%
3,792,011
-35,992
61
$310M 0.36%
4,489,497
-95,012
62
$309M 0.36%
6,869,719
-232,708
63
$304M 0.36%
3,193,065
-81,427
64
$304M 0.36%
4,203,142
-96,159
65
$302M 0.36%
7,148,025
+4,228,597
66
$299M 0.35%
3,502,747
-158,056
67
$280M 0.33%
4,063,452
-182,997
68
$279M 0.33%
5,145,775
-78,973
69
$278M 0.33%
3,958,609
-128,225
70
$276M 0.32%
3,619,023
-93,306
71
$270M 0.32%
3,191,640
-63,290
72
$265M 0.31%
3,299,216
-161,945
73
$263M 0.31%
7,249,582
-98,137
74
$257M 0.3%
3,709,375
-132,634
75
$256M 0.3%
1,804,441
-47,540