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
1001
$1.32M ﹤0.01%
51,153
-2,286
1002
$1.32M ﹤0.01%
34,105
+12,121
1003
$1.32M ﹤0.01%
96,798
-8,354
1004
$1.31M ﹤0.01%
34,439
-1,313
1005
$1.31M ﹤0.01%
42,472
-2,236
1006
$1.31M ﹤0.01%
10,447
-639
1007
$1.3M ﹤0.01%
68,639
-2,922
1008
$1.3M ﹤0.01%
9,288
-189
1009
$1.3M ﹤0.01%
26,829
+4,344
1010
$1.29M ﹤0.01%
27,186
-1,567
1011
$1.29M ﹤0.01%
80,991
-3,781
1012
$1.28M ﹤0.01%
123,870
1013
$1.27M ﹤0.01%
8,200
+1,353
1014
$1.27M ﹤0.01%
29,149
-1,169
1015
$1.27M ﹤0.01%
58,371
-2,205
1016
$1.27M ﹤0.01%
68,521
1017
$1.26M ﹤0.01%
55,720
-1,610
1018
$1.25M ﹤0.01%
462,954
+110,500
1019
$1.25M ﹤0.01%
40,600
-1,790
1020
$1.25M ﹤0.01%
20,519
-927
1021
$1.24M ﹤0.01%
81,234
-2,035
1022
$1.24M ﹤0.01%
22,903
-225
1023
$1.24M ﹤0.01%
15,129
-561
1024
$1.23M ﹤0.01%
85,263
-4,364
1025
$1.23M ﹤0.01%
76,196
-336