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
1551
$5.27M ﹤0.01%
165,561
+1,390
1552
$5.24M ﹤0.01%
36,166
+2,334
1553
$5.24M ﹤0.01%
40,231
-2,686
1554
$5.23M ﹤0.01%
167,617
+14,645
1555
$5.22M ﹤0.01%
354,154
-2,242
1556
$5.16M ﹤0.01%
127,742
-10,673
1557
$5.16M ﹤0.01%
86,304
+2,279
1558
$5.16M ﹤0.01%
92,836
+7,461
1559
$5.14M ﹤0.01%
155,261
+171
1560
$5.13M ﹤0.01%
71,842
-489
1561
$5.13M ﹤0.01%
119,547
-1,990
1562
$5.12M ﹤0.01%
251,265
-221,525
1563
$5.12M ﹤0.01%
653,187
-22,759
1564
$5.12M ﹤0.01%
280,988
-4,535
1565
$5.1M ﹤0.01%
454,051
+69,270
1566
$5.1M ﹤0.01%
54,888
-119
1567
$5.09M ﹤0.01%
113,063
+1,745
1568
$5.08M ﹤0.01%
372,832
-1,147
1569
$5.07M ﹤0.01%
52,782
-387
1570
$5.07M ﹤0.01%
611,010
-75,466
1571
$5.06M ﹤0.01%
104,323
-1,526
1572
$5.05M ﹤0.01%
346,376
+9,496
1573
$5.05M ﹤0.01%
234,272
+1,230
1574
$5.05M ﹤0.01%
126,357
+1,060
1575
$5.03M ﹤0.01%
109,227
+132