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
1151
$2.98M ﹤0.01%
147,501
+66,655
1152
$2.97M ﹤0.01%
53,982
+8,870
1153
$2.97M ﹤0.01%
232,355
+47,785
1154
$2.97M ﹤0.01%
81,004
+14,741
1155
$2.97M ﹤0.01%
117,156
+12,935
1156
$2.96M ﹤0.01%
111,416
+22,974
1157
$2.95M ﹤0.01%
197,900
+171,936
1158
$2.94M ﹤0.01%
46,015
+21,439
1159
$2.93M ﹤0.01%
82,453
+20,048
1160
$2.93M ﹤0.01%
328,628
+163,041
1161
$2.93M ﹤0.01%
25,039
+11,327
1162
$2.92M ﹤0.01%
289,950
+137,420
1163
$2.92M ﹤0.01%
85,011
+9,824
1164
$2.92M ﹤0.01%
114,940
+62,915
1165
$2.92M ﹤0.01%
114,885
+13,503
1166
$2.92M ﹤0.01%
75,957
+15,070
1167
$2.91M ﹤0.01%
37,040
+11,755
1168
$2.91M ﹤0.01%
33,166
+6,903
1169
$2.91M ﹤0.01%
43,711
+8,676
1170
$2.9M ﹤0.01%
77,375
+40,037
1171
$2.89M ﹤0.01%
+42,896
1172
$2.89M ﹤0.01%
75,458
+2,728
1173
$2.88M ﹤0.01%
41,620
+10,339
1174
$2.88M ﹤0.01%
97,188
+44,787
1175
$2.87M ﹤0.01%
45,593
+21,598