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
1776
$892K ﹤0.01%
95,725
+43,887
1777
$891K ﹤0.01%
123,870
1778
$890K ﹤0.01%
29,645
+14,313
1779
$890K ﹤0.01%
+55,014
1780
$885K ﹤0.01%
76,740
+34,770
1781
$885K ﹤0.01%
16,145
+8,101
1782
$882K ﹤0.01%
25,397
+14,454
1783
$882K ﹤0.01%
21,149
+9,843
1784
$880K ﹤0.01%
8,267
+4,006
1785
$878K ﹤0.01%
15,002
+4,741
1786
$876K ﹤0.01%
16,289
+8,558
1787
$875K ﹤0.01%
23,758
+12,764
1788
$874K ﹤0.01%
2,462
+783
1789
$873K ﹤0.01%
12,422
+5,010
1790
$871K ﹤0.01%
32,276
+15,042
1791
$869K ﹤0.01%
2,603
+1,287
1792
$865K ﹤0.01%
51,284
+27,779
1793
$865K ﹤0.01%
45,153
+22,125
1794
$865K ﹤0.01%
126,022
+59,280
1795
$864K ﹤0.01%
126,231
+74,302
1796
$855K ﹤0.01%
+26,455
1797
$853K ﹤0.01%
106,520
+5,456
1798
$851K ﹤0.01%
54,587
+25,386
1799
$851K ﹤0.01%
15,102
+7,675
1800
$851K ﹤0.01%
1,346
+679