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
1001
$12.3M ﹤0.01%
109,769
+5,910
1002
$12.3M ﹤0.01%
151,175
-12,197
1003
$12.3M ﹤0.01%
176,894
+11,153
1004
$12.2M ﹤0.01%
370,508
+10,661
1005
$12.2M ﹤0.01%
372,670
+33,413
1006
$12.2M ﹤0.01%
54,936
-366
1007
$12.2M ﹤0.01%
266,339
+11,619
1008
$12.1M ﹤0.01%
131,185
-2,199
1009
$12.1M ﹤0.01%
307,276
+8,494
1010
$12.1M ﹤0.01%
754,555
+8,992
1011
$12.1M ﹤0.01%
170,070
-11,508
1012
$12.1M ﹤0.01%
116,353
+10,473
1013
$12.1M ﹤0.01%
752,082
-872
1014
$12.1M ﹤0.01%
649,155
-6,160
1015
$12M ﹤0.01%
108,106
-1,176
1016
$12M ﹤0.01%
482,793
+211
1017
$12M ﹤0.01%
353,235
+339
1018
$12M ﹤0.01%
226,935
-9,289
1019
$11.9M ﹤0.01%
425,239
-9,848
1020
$11.9M ﹤0.01%
63,665
+8,679
1021
$11.9M ﹤0.01%
80,263
-2,356
1022
$11.9M ﹤0.01%
351,500
-165,777
1023
$11.8M ﹤0.01%
226,427
-7,431
1024
$11.8M ﹤0.01%
385,098
-39,373
1025
$11.8M ﹤0.01%
81,973
+3,296