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
1051
$11.2M ﹤0.01%
103,360
-235
1052
$11.2M ﹤0.01%
131,814
-1,579
1053
$11.1M ﹤0.01%
170,067
-3,188
1054
$11.1M ﹤0.01%
596,097
+40,897
1055
$11.1M ﹤0.01%
155,590
-1,647
1056
$11.1M ﹤0.01%
704,535
-16,648
1057
$11.1M ﹤0.01%
1,508,395
-18,758
1058
$11.1M ﹤0.01%
27,520
-87,500
1059
$11.1M ﹤0.01%
68,244
-3,411
1060
$11M ﹤0.01%
477,025
+32,853
1061
$11M ﹤0.01%
126,999
-2,208
1062
$11M ﹤0.01%
92,386
-1,553
1063
$11M ﹤0.01%
136,011
-1,371
1064
$11M ﹤0.01%
367,314
-17,922
1065
$11M ﹤0.01%
115,291
+575
1066
$11M ﹤0.01%
792,635
+92,300
1067
$11M ﹤0.01%
363,160
+20,130
1068
$10.9M ﹤0.01%
97,307
-127
1069
$10.9M ﹤0.01%
92,447
+1,630
1070
$10.9M ﹤0.01%
560,866
+145,737
1071
$10.9M ﹤0.01%
158,169
+16,707
1072
$10.9M ﹤0.01%
101,040
-11,114
1073
$10.8M ﹤0.01%
302,198
+69,332
1074
$10.8M ﹤0.01%
675,634
-10,564
1075
$10.8M ﹤0.01%
64,472
+2,063