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
1801
$3.05M ﹤0.01%
216,487
+9,112
1802
$3.05M ﹤0.01%
119,711
-38,511
1803
$3.05M ﹤0.01%
65,619
+1,306
1804
$3.04M ﹤0.01%
236,024
-2,657
1805
$3.04M ﹤0.01%
160,029
+8,728
1806
$3.03M ﹤0.01%
68,113
+12,376
1807
$3.02M ﹤0.01%
125,881
-2,567
1808
$3.02M ﹤0.01%
63,792
-1,225
1809
$3.01M ﹤0.01%
49,653
-99
1810
$3M ﹤0.01%
267,479
+44,180
1811
$3M ﹤0.01%
161,550
-978
1812
$2.95M ﹤0.01%
154,413
+3,642
1813
$2.95M ﹤0.01%
37,201
-622
1814
$2.94M ﹤0.01%
28,147
+745
1815
$2.94M ﹤0.01%
840,628
1816
$2.94M ﹤0.01%
104,034
+1,810
1817
$2.93M ﹤0.01%
53,898
+5,270
1818
$2.92M ﹤0.01%
357,461
+20,467
1819
$2.92M ﹤0.01%
78,705
+2,439
1820
$2.92M ﹤0.01%
226,307
+11,826
1821
$2.9M ﹤0.01%
94,541
+203
1822
$2.88M ﹤0.01%
35,905
+2,633
1823
$2.88M ﹤0.01%
59,989
-3,853
1824
$2.88M ﹤0.01%
13,572
+142
1825
$2.87M ﹤0.01%
90,137
+1,428