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
1976
$99K ﹤0.01%
2,844
1977
$99K ﹤0.01%
5,266
1978
$98K ﹤0.01%
11,347
1979
$98K ﹤0.01%
13,715
1980
$98K ﹤0.01%
4,016
1981
$98K ﹤0.01%
4,160
1982
$98K ﹤0.01%
2,804
1983
$98K ﹤0.01%
3,969
1984
$98K ﹤0.01%
3,610
1985
$98K ﹤0.01%
3,497
1986
$98K ﹤0.01%
1,351
-178
1987
$98K ﹤0.01%
2,015
1988
$98K ﹤0.01%
25,475
1989
$97K ﹤0.01%
4,678
1990
$97K ﹤0.01%
2,932
-199
1991
$97K ﹤0.01%
1,747
1992
$97K ﹤0.01%
369
1993
$97K ﹤0.01%
1,908
1994
$97K ﹤0.01%
1,513
-115
1995
$97K ﹤0.01%
4,875
1996
$97K ﹤0.01%
1,203
1997
$97K ﹤0.01%
4,241
1998
$96K ﹤0.01%
3,687
1999
$96K ﹤0.01%
2,326
2000
$96K ﹤0.01%
7,030