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
1726
$1.03M ﹤0.01%
40,848
+19,903
1727
$1.03M ﹤0.01%
28,798
+26,523
1728
$1.02M ﹤0.01%
77,614
+38,559
1729
$1.02M ﹤0.01%
67,788
+31,489
1730
$1.02M ﹤0.01%
52,788
+20,308
1731
$1.01M ﹤0.01%
40,455
+19,583
1732
$1.01M ﹤0.01%
9,311
+291
1733
$1.01M ﹤0.01%
+170,898
1734
$1.01M ﹤0.01%
88,209
+46,552
1735
$1.01M ﹤0.01%
37,518
+18,821
1736
$1M ﹤0.01%
37,981
+19,153
1737
$1M ﹤0.01%
29,168
+14,581
1738
$997K ﹤0.01%
13,083
+6,883
1739
$995K ﹤0.01%
31,592
+15,911
1740
$990K ﹤0.01%
41,623
+20,031
1741
$987K ﹤0.01%
55,711
+16,440
1742
$983K ﹤0.01%
26,069
+11,445
1743
$981K ﹤0.01%
9,940
+5,392
1744
$978K ﹤0.01%
13,818
+4,472
1745
$975K ﹤0.01%
39,282
+24,687
1746
$974K ﹤0.01%
77,232
+36,187
1747
$973K ﹤0.01%
12,939
+4,304
1748
$973K ﹤0.01%
40,562
+19,221
1749
$972K ﹤0.01%
55,208
+26,446
1750
$971K ﹤0.01%
47,931
+12,098