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
1476
$1.78M ﹤0.01%
44,613
+12,008
1477
$1.78M ﹤0.01%
67,017
+18,510
1478
$1.77M ﹤0.01%
110,064
+3,529
1479
$1.77M ﹤0.01%
20,212
+9,595
1480
$1.77M ﹤0.01%
38,430
+19,027
1481
$1.77M ﹤0.01%
26,157
+12,130
1482
$1.77M ﹤0.01%
53,933
+27,152
1483
$1.77M ﹤0.01%
31,682
+15,701
1484
$1.76M ﹤0.01%
110,675
+23,649
1485
$1.75M ﹤0.01%
108,543
+50,798
1486
$1.75M ﹤0.01%
109,471
+51,265
1487
$1.75M ﹤0.01%
33,141
+14,838
1488
$1.74M ﹤0.01%
+71,686
1489
$1.74M ﹤0.01%
25,892
+12,052
1490
$1.74M ﹤0.01%
36,899
+20,396
1491
$1.74M ﹤0.01%
33,272
+15,638
1492
$1.74M ﹤0.01%
103,973
+63,209
1493
$1.74M ﹤0.01%
131,224
+64,178
1494
$1.74M ﹤0.01%
28,039
+13,989
1495
$1.73M ﹤0.01%
139,157
+49,964
1496
$1.73M ﹤0.01%
129,894
+35,632
1497
$1.72M ﹤0.01%
69,670
+33,639
1498
$1.7M ﹤0.01%
109,243
+23,112
1499
$1.7M ﹤0.01%
19,359
+9,034
1500
$1.7M ﹤0.01%
71,606
+35,122