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
1601
$188K ﹤0.01%
11,373
+901
1602
$188K ﹤0.01%
2,179
1603
$187K ﹤0.01%
5,573
-279
1604
$187K ﹤0.01%
12,711
1605
$187K ﹤0.01%
2,609
1606
$187K ﹤0.01%
7,044
1607
$187K ﹤0.01%
10,764
-317
1608
$187K ﹤0.01%
8,723
-161
1609
$186K ﹤0.01%
11,742
1610
$186K ﹤0.01%
1,576
1611
$186K ﹤0.01%
3,210
1612
$186K ﹤0.01%
17,499
1613
$184K ﹤0.01%
6,979
-223
1614
$184K ﹤0.01%
4,989
-144
1615
$183K ﹤0.01%
3,827
1616
$182K ﹤0.01%
7,402
1617
$182K ﹤0.01%
3,383
1618
$181K ﹤0.01%
3,988
1619
$181K ﹤0.01%
14,501
-458
1620
$181K ﹤0.01%
1,037
+223
1621
$180K ﹤0.01%
3,686
-137
1622
$179K ﹤0.01%
3,560
1623
$179K ﹤0.01%
4,494
1624
$179K ﹤0.01%
3,933
1625
$179K ﹤0.01%
5,344
-238