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
$307B
AUM Growth
+$27.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,624
New
Increased
Reduced
Closed

Top Buys

1 +$438M
2 +$419M
3 +$419M
4
AMZN icon
Amazon
AMZN
+$344M
5
AVGO icon
Broadcom
AVGO
+$204M

Top Sells

1 +$469M
2 +$125M
3 +$91.9M
4
SJR
Shaw Communications Inc.
SJR
+$67.2M
5
DELL icon
Dell
DELL
+$59.7M

Sector Composition

1 Technology 28.76%
2 Healthcare 13.35%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$2.04M ﹤0.01%
39,000
+11,000
1927
$2.02M ﹤0.01%
96,630
+4,145
1928
$2.01M ﹤0.01%
261,588
-171,477
1929
$2.01M ﹤0.01%
99,366
+32,312
1930
$2.01M ﹤0.01%
43,661
+4,633
1931
$2.01M ﹤0.01%
142,659
+9,818
1932
$2M ﹤0.01%
60,375
1933
$2M ﹤0.01%
74,872
-911
1934
$2M ﹤0.01%
93,085
+12,818
1935
$1.98M ﹤0.01%
269,640
-15,851
1936
$1.98M ﹤0.01%
231,579
+194,270
1937
$1.98M ﹤0.01%
180,114
+42,182
1938
$1.97M ﹤0.01%
114,211
+60,217
1939
$1.97M ﹤0.01%
77,918
+35,541
1940
$1.97M ﹤0.01%
100,191
-2,967
1941
$1.97M ﹤0.01%
147,342
+21,715
1942
$1.97M ﹤0.01%
161,800
+15,944
1943
$1.97M ﹤0.01%
57,554
+5,436
1944
$1.97M ﹤0.01%
51,153
+28,129
1945
$1.96M ﹤0.01%
110,627
+15,329
1946
$1.96M ﹤0.01%
59,650
+5,632
1947
$1.95M ﹤0.01%
243,610
+15,099
1948
$1.95M ﹤0.01%
269,561
-1,778
1949
$1.93M ﹤0.01%
99,517
+10,347
1950
$1.93M ﹤0.01%
35,756
+125