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
$380B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1 +$1.79B
2 +$1.21B
3 +$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Top Sells

1 +$140M
2 +$115M
3 +$114M
4
COST icon
Costco
COST
+$109M
5
FLUT icon
Flutter Entertainment
FLUT
+$108M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$11.6M ﹤0.01%
141,831
+516
1102
$11.6M ﹤0.01%
174,015
-1,601
1103
$11.6M ﹤0.01%
567,494
+31,085
1104
$11.6M ﹤0.01%
661,348
-104,418
1105
$11.5M ﹤0.01%
426,678
+7,765
1106
$11.5M ﹤0.01%
1,426,498
+754,800
1107
$11.5M ﹤0.01%
185,200
+76,800
1108
$11.5M ﹤0.01%
140,153
-2,220
1109
$11.5M ﹤0.01%
82,239
+1,316
1110
$11.4M ﹤0.01%
82,282
+129
1111
$11.4M ﹤0.01%
895,159
-463,704
1112
$11.4M ﹤0.01%
102,486
+4,741
1113
$11.4M ﹤0.01%
141,749
+2,760
1114
$11.4M ﹤0.01%
99,528
+3,218
1115
$11.4M ﹤0.01%
104,492
+5,205
1116
$11.4M ﹤0.01%
298,170
+22,807
1117
$11.4M ﹤0.01%
190,224
+2,713
1118
$11.3M ﹤0.01%
135,239
-4,544
1119
$11.3M ﹤0.01%
133,699
+1,604
1120
$11.3M ﹤0.01%
354,091
-53,989
1121
$11.2M ﹤0.01%
107,290
+550
1122
$11.2M ﹤0.01%
108,970
+2,929
1123
$11.2M ﹤0.01%
305,204
-37,703
1124
$11.2M ﹤0.01%
394,700
-47,107
1125
$11.2M ﹤0.01%
179,120
-55