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
751
$4.83M 0.01%
116,978
+68,420
752
$4.79M 0.01%
79,123
+4,996
753
$4.77M 0.01%
75,387
-3,500
754
$4.75M 0.01%
297,144
-7,245
755
$4.62M 0.01%
240,000
756
$4.61M 0.01%
315,707
+28,576
757
$4.57M 0.01%
+158,208
758
$4.55M 0.01%
234,678
+21,183
759
$4.5M 0.01%
29,025
-1,113
760
$4.47M 0.01%
265,987
-19,342
761
$4.47M 0.01%
179,827
+44,961
762
$4.45M 0.01%
40,322
+2,691
763
$4.39M 0.01%
80,528
-635
764
$4.38M 0.01%
603,069
-165,800
765
$4.38M 0.01%
185,649
+40,387
766
$4.36M 0.01%
+234,096
767
$4.36M 0.01%
+86,946
768
$4.35M 0.01%
97,386
-4,342
769
$4.31M 0.01%
+331,992
770
$4.29M 0.01%
132,992
-1,148
771
$4.23M 0.01%
79,993
-2,930
772
$4.18M ﹤0.01%
245,601
+4,372
773
$4.18M ﹤0.01%
68,503
+3,638
774
$4.18M ﹤0.01%
482,591
-201,159
775
$4.13M ﹤0.01%
42,119
-10,620