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
$85B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1 +$179M
2 +$39.3M
3 +$37.7M
4
T icon
AT&T
T
+$28.7M
5
QSR icon
Restaurant Brands International
QSR
+$27.1M

Top Sells

1 +$117M
2 +$43.1M
3 +$42M
4
THI
TIM HORTONS INC COM, CANADA
THI
+$40.6M
5
XOM icon
Exxon Mobil
XOM
+$40.3M

Sector Composition

1 Financials 16.43%
2 Healthcare 13.76%
3 Technology 13.16%
4 Industrials 9.35%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$118K ﹤0.01%
11,965
1852
$118K ﹤0.01%
1,587
1853
$118K ﹤0.01%
3,091
1854
$117K ﹤0.01%
2,728
-121
1855
$117K ﹤0.01%
2,750
1856
$117K ﹤0.01%
3,782
1857
$117K ﹤0.01%
1,883
1858
$117K ﹤0.01%
4,078
1859
$117K ﹤0.01%
3,142
1860
$117K ﹤0.01%
+1
1861
$117K ﹤0.01%
3,021
-248
1862
$117K ﹤0.01%
9,524
1863
$116K ﹤0.01%
7,850
1864
$116K ﹤0.01%
2,855
1865
$116K ﹤0.01%
7,936
1866
$116K ﹤0.01%
3,535
1867
$115K ﹤0.01%
2,202
-210
1868
$115K ﹤0.01%
12,273
1869
$115K ﹤0.01%
4,002
1870
$115K ﹤0.01%
11,314
1871
$115K ﹤0.01%
7,389
1872
$115K ﹤0.01%
4,470
1873
$114K ﹤0.01%
1,987
-104
1874
$114K ﹤0.01%
6,510
1875
$114K ﹤0.01%
4,056
-1,368