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
1951
$545K ﹤0.01%
38,475
+8,440
1952
$542K ﹤0.01%
74,395
+18,169
1953
$540K ﹤0.01%
58,283
+21,392
1954
$537K ﹤0.01%
20,521
+10,506
1955
$537K ﹤0.01%
15,212
+4,599
1956
$530K ﹤0.01%
10,888
+2,794
1957
$529K ﹤0.01%
18,611
+4,991
1958
$529K ﹤0.01%
15,435
+7,878
1959
$529K ﹤0.01%
84,506
+42,570
1960
$528K ﹤0.01%
2,031
+1,010
1961
$525K ﹤0.01%
9,104
+4,133
1962
$524K ﹤0.01%
37,675
+17,505
1963
$523K ﹤0.01%
8,994
+3,067
1964
$523K ﹤0.01%
28,350
+11,630
1965
$522K ﹤0.01%
30,043
+14,342
1966
$520K ﹤0.01%
11,395
+4,988
1967
$519K ﹤0.01%
117,190
+56,397
1968
$515K ﹤0.01%
24,547
1969
$512K ﹤0.01%
35,816
+16,765
1970
$512K ﹤0.01%
28,448
+8,164
1971
$511K ﹤0.01%
9,280
+2,803
1972
$510K ﹤0.01%
19,280
+10,729
1973
$510K ﹤0.01%
11,516
+3,285
1974
$507K ﹤0.01%
13,761
+6,308
1975
$505K ﹤0.01%
15,247
+4,616