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
1876
$114K ﹤0.01%
7,219
1877
$114K ﹤0.01%
765
+152
1878
$114K ﹤0.01%
3,058
1879
$114K ﹤0.01%
9,602
1880
$113K ﹤0.01%
6,780
1881
$113K ﹤0.01%
54,312
1882
$113K ﹤0.01%
3,236
1883
$113K ﹤0.01%
8,127
1884
$113K ﹤0.01%
7,206
1885
$113K ﹤0.01%
6,924
1886
$113K ﹤0.01%
2,457
1887
$113K ﹤0.01%
23,697
+2,497
1888
$112K ﹤0.01%
6,692
1889
$112K ﹤0.01%
2,366
1890
$112K ﹤0.01%
9,407
+1,918
1891
$112K ﹤0.01%
6,540
1892
$112K ﹤0.01%
7,098
1893
$112K ﹤0.01%
2,908
1894
$112K ﹤0.01%
4,628
1895
$112K ﹤0.01%
5,027
1896
$112K ﹤0.01%
2,996
1897
$112K ﹤0.01%
+6,065
1898
$111K ﹤0.01%
1,509
1899
$111K ﹤0.01%
2,753
-131
1900
$111K ﹤0.01%
1,604