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
1551
$208K ﹤0.01%
17,131
1552
$208K ﹤0.01%
22,400
1553
$207K ﹤0.01%
7,336
1554
$207K ﹤0.01%
5,953
-177
1555
$207K ﹤0.01%
10,500
1556
$206K ﹤0.01%
5,555
-217
1557
$206K ﹤0.01%
4,383
-112
1558
$206K ﹤0.01%
7,055
-191
1559
$206K ﹤0.01%
5,952
-170
1560
$205K ﹤0.01%
8,097
-245
1561
$205K ﹤0.01%
664
1562
$205K ﹤0.01%
2,850
-89
1563
$203K ﹤0.01%
10,292
1564
$203K ﹤0.01%
11,316
1565
$203K ﹤0.01%
2,828
-76
1566
$203K ﹤0.01%
5,030
+868
1567
$202K ﹤0.01%
6,202
-187
1568
$202K ﹤0.01%
3,193
-84
1569
$202K ﹤0.01%
5,588
-200
1570
$201K ﹤0.01%
28,676
+2,705
1571
$201K ﹤0.01%
7,356
1572
$201K ﹤0.01%
5,600
1573
$200K ﹤0.01%
7,298
1574
$200K ﹤0.01%
4,376
1575
$199K ﹤0.01%
12,129