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
1226
$2.6M ﹤0.01%
45,846
+20,912
1227
$2.6M ﹤0.01%
54,745
+25,287
1228
$2.59M ﹤0.01%
29,238
+6,233
1229
$2.59M ﹤0.01%
230,481
+107,113
1230
$2.59M ﹤0.01%
69,595
-32,960
1231
$2.59M ﹤0.01%
+64,126
1232
$2.58M ﹤0.01%
27,961
+6,500
1233
$2.58M ﹤0.01%
103,610
+5,879
1234
$2.58M ﹤0.01%
59,348
+29,789
1235
$2.57M ﹤0.01%
327,041
+118,841
1236
$2.57M ﹤0.01%
33,299
-9,355
1237
$2.56M ﹤0.01%
37,917
+17,437
1238
$2.54M ﹤0.01%
110,890
+20,909
1239
$2.53M ﹤0.01%
166,992
-8,905
1240
$2.52M ﹤0.01%
98,113
-69,488
1241
$2.52M ﹤0.01%
16,488
+3,285
1242
$2.52M ﹤0.01%
74,815
+18,303
1243
$2.52M ﹤0.01%
13,823
+3,370
1244
$2.52M ﹤0.01%
84,240
+5,651
1245
$2.51M ﹤0.01%
57,456
+28,522
1246
$2.5M ﹤0.01%
25,352
+7,473
1247
$2.49M ﹤0.01%
70,369
+34,130
1248
$2.49M ﹤0.01%
63,874
+11,071
1249
$2.49M ﹤0.01%
43,724
+4,104
1250
$2.48M ﹤0.01%
207,007
+119,049