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
1751
$3.44M ﹤0.01%
59,786
+2,698
1752
$3.44M ﹤0.01%
134,534
-3,773
1753
$3.43M ﹤0.01%
298,191
+16,814
1754
$3.42M ﹤0.01%
68,649
+2,539
1755
$3.41M ﹤0.01%
111,893
+574
1756
$3.41M ﹤0.01%
185,038
+17,241
1757
$3.4M ﹤0.01%
350,500
+160,517
1758
$3.4M ﹤0.01%
40,702
+5,297
1759
$3.38M ﹤0.01%
93,308
-7,112
1760
$3.37M ﹤0.01%
337,303
+9,826
1761
$3.37M ﹤0.01%
1,621,852
1762
$3.36M ﹤0.01%
166,936
-17,139
1763
$3.35M ﹤0.01%
439,386
+11,085
1764
$3.35M ﹤0.01%
80,955
-304
1765
$3.34M ﹤0.01%
204,051
+48,706
1766
$3.34M ﹤0.01%
130,074
+866
1767
$3.34M ﹤0.01%
32,675
+430
1768
$3.34M ﹤0.01%
363,430
-711
1769
$3.32M ﹤0.01%
90,832
+2,830
1770
$3.31M ﹤0.01%
127,781
-429
1771
$3.3M ﹤0.01%
471,773
-56,845
1772
$3.28M ﹤0.01%
95,326
+5,311
1773
$3.28M ﹤0.01%
270,828
+5,541
1774
$3.26M ﹤0.01%
705,560
+165,992
1775
$3.24M ﹤0.01%
98,128
+1,964