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
1801
$850K ﹤0.01%
43,697
+19,371
1802
$844K ﹤0.01%
79,241
+34,582
1803
$843K ﹤0.01%
+4,261
1804
$841K ﹤0.01%
35,855
+18,374
1805
$839K ﹤0.01%
5,453
+2,508
1806
$839K ﹤0.01%
1,049
+427
1807
$837K ﹤0.01%
28,095
+7,900
1808
$835K ﹤0.01%
43,633
+20,189
1809
$835K ﹤0.01%
8,960
+4,110
1810
$835K ﹤0.01%
119,316
+68,882
1811
$832K ﹤0.01%
42,769
+20,927
1812
$829K ﹤0.01%
+109,519
1813
$825K ﹤0.01%
+8,973
1814
$825K ﹤0.01%
42,466
-21,928
1815
$824K ﹤0.01%
30,651
+14,724
1816
$823K ﹤0.01%
+7,817
1817
$823K ﹤0.01%
34,758
+31,745
1818
$821K ﹤0.01%
25,156
+11,942
1819
$820K ﹤0.01%
65,954
+19,535
1820
$819K ﹤0.01%
2,594
+1,235
1821
$818K ﹤0.01%
15,593
+5,839
1822
$817K ﹤0.01%
124,133
+38,289
1823
$817K ﹤0.01%
72,848
+35,193
1824
$815K ﹤0.01%
3,651
-414
1825
$810K ﹤0.01%
21,267
+10,605