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
2001
$96K ﹤0.01%
9,242
2002
$96K ﹤0.01%
3,427
2003
$96K ﹤0.01%
3,015
2004
$96K ﹤0.01%
10,775
2005
$96K ﹤0.01%
6,427
2006
$96K ﹤0.01%
5,601
2007
$95K ﹤0.01%
2,306
2008
$95K ﹤0.01%
5,488
2009
$95K ﹤0.01%
5,061
2010
$95K ﹤0.01%
5,060
2011
$95K ﹤0.01%
162
2012
$95K ﹤0.01%
4,744
2013
$95K ﹤0.01%
2,722
2014
$95K ﹤0.01%
6,783
-717
2015
$95K ﹤0.01%
5,613
2016
$95K ﹤0.01%
4,736
2017
$94K ﹤0.01%
2,545
2018
$94K ﹤0.01%
20,624
2019
$94K ﹤0.01%
4,565
2020
$94K ﹤0.01%
6,043
2021
$94K ﹤0.01%
2,484
2022
$94K ﹤0.01%
4,087
-4,921
2023
$93K ﹤0.01%
2,065
2024
$93K ﹤0.01%
12,790
2025
$93K ﹤0.01%
4,461