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
1676
$4.01M ﹤0.01%
50,721
+883
1677
$3.98M ﹤0.01%
293,504
-7,045
1678
$3.96M ﹤0.01%
79,200
+881
1679
$3.95M ﹤0.01%
148,259
-10,000
1680
$3.93M ﹤0.01%
63,489
+25,766
1681
$3.92M ﹤0.01%
176,433
-6,974
1682
$3.92M ﹤0.01%
371,575
-3,902
1683
$3.92M ﹤0.01%
377,417
+7,821
1684
$3.92M ﹤0.01%
48,891
+3,839
1685
$3.92M ﹤0.01%
110,490
+8,888
1686
$3.92M ﹤0.01%
100,398
+2,035
1687
$3.91M ﹤0.01%
148,412
-2,136
1688
$3.9M ﹤0.01%
350,492
-18,373
1689
$3.89M ﹤0.01%
307,503
-3,758
1690
$3.88M ﹤0.01%
268,306
-24,384
1691
$3.88M ﹤0.01%
182,727
+30,113
1692
$3.86M ﹤0.01%
171,854
+4,832
1693
$3.85M ﹤0.01%
82,933
+560
1694
$3.85M ﹤0.01%
59,221
-133
1695
$3.84M ﹤0.01%
91,480
-8,869
1696
$3.84M ﹤0.01%
85,039
-22,234
1697
$3.83M ﹤0.01%
134,294
+80,311
1698
$3.82M ﹤0.01%
106,447
+46,113
1699
$3.81M ﹤0.01%
294,854
-2,606
1700
$3.81M ﹤0.01%
1,037,722
-20,743