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
1051
$3.45M ﹤0.01%
25,884
+12,103
1052
$3.45M ﹤0.01%
28,987
+6,380
1053
$3.45M ﹤0.01%
213,977
+99,178
1054
$3.44M ﹤0.01%
34,968
+10,561
1055
$3.44M ﹤0.01%
103,226
+26,034
1056
$3.43M ﹤0.01%
101,122
+46,882
1057
$3.43M ﹤0.01%
188,463
+89,895
1058
$3.42M ﹤0.01%
225,432
+21,463
1059
$3.42M ﹤0.01%
36,286
+16,408
1060
$3.42M ﹤0.01%
+154,390
1061
$3.4M ﹤0.01%
118,162
-948
1062
$3.4M ﹤0.01%
101,718
-6,500
1063
$3.4M ﹤0.01%
228,951
+60,881
1064
$3.4M ﹤0.01%
97,150
+32,487
1065
$3.4M ﹤0.01%
82,675
+9,478
1066
$3.39M ﹤0.01%
153,537
+72,466
1067
$3.38M ﹤0.01%
38,363
+5,070
1068
$3.38M ﹤0.01%
48,010
+23,146
1069
$3.37M ﹤0.01%
27,363
+8,145
1070
$3.36M ﹤0.01%
169,930
+76,830
1071
$3.35M ﹤0.01%
52,792
+25,028
1072
$3.35M ﹤0.01%
27,016
+17,003
1073
$3.34M ﹤0.01%
57,247
+1,656
1074
$3.34M ﹤0.01%
408,225
+184,138
1075
$3.34M ﹤0.01%
61,664
+29,186