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
1101
$950K ﹤0.01%
14,122
+5,333
1102
$949K ﹤0.01%
14,170
-802
1103
$947K ﹤0.01%
76,439
-4,596
1104
$940K ﹤0.01%
52,189
-1,550
1105
$939K ﹤0.01%
32,660
-457
1106
$938K ﹤0.01%
12,041
-720
1107
$936K ﹤0.01%
16,804
+4,666
1108
$932K ﹤0.01%
8,790
-476
1109
$929K ﹤0.01%
52,849
+9,295
1110
$924K ﹤0.01%
90,222
-46
1111
$918K ﹤0.01%
29,421
+11,483
1112
$916K ﹤0.01%
35,985
-2,016
1113
$914K ﹤0.01%
17,018
+856
1114
$912K ﹤0.01%
+54,487
1115
$903K ﹤0.01%
57,934
-1,980
1116
$899K ﹤0.01%
26,403
-1,436
1117
$899K ﹤0.01%
14,118
-95
1118
$898K ﹤0.01%
39,128
+6,524
1119
$897K ﹤0.01%
20,475
-295
1120
$895K ﹤0.01%
11,087
+2,879
1121
$890K ﹤0.01%
25,653
-408
1122
$880K ﹤0.01%
25,358
-1,797
1123
$876K ﹤0.01%
11,375
-633
1124
$873K ﹤0.01%
57,680
+43,063
1125
$873K ﹤0.01%
19,303
+5,850