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
$380B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1 +$1.79B
2 +$1.21B
3 +$746M
4
AVGO icon
Broadcom
AVGO
+$517M
5
BN icon
Brookfield
BN
+$393M

Top Sells

1 +$140M
2 +$115M
3 +$114M
4
COST icon
Costco
COST
+$109M
5
FLUT icon
Flutter Entertainment
FLUT
+$108M

Sector Composition

1 Technology 32.79%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1.8M ﹤0.01%
283,830
-5,932
2027
$1.8M ﹤0.01%
60,294
+1,554
2028
$1.79M ﹤0.01%
177,389
+2,866
2029
$1.79M ﹤0.01%
37,247
+2,410
2030
$1.78M ﹤0.01%
66,080
+786
2031
$1.77M ﹤0.01%
128,048
+3,278
2032
$1.77M ﹤0.01%
103,087
+1,283
2033
$1.77M ﹤0.01%
81,191
2034
$1.76M ﹤0.01%
37,229
-7,259
2035
$1.76M ﹤0.01%
71,756
+1,117
2036
$1.75M ﹤0.01%
63,190
+4,735
2037
$1.75M ﹤0.01%
39,496
+123
2038
$1.73M ﹤0.01%
188,224
-56,878
2039
$1.73M ﹤0.01%
54,766
+11,881
2040
$1.72M ﹤0.01%
45,327
-1,490
2041
$1.72M ﹤0.01%
31,230
-663
2042
$1.71M ﹤0.01%
135,002
+380
2043
$1.7M ﹤0.01%
103,086
+9,664
2044
$1.7M ﹤0.01%
51,168
+1,530
2045
$1.69M ﹤0.01%
29,115
2046
$1.68M ﹤0.01%
408,922
-349
2047
$1.68M ﹤0.01%
37,167
+1,021
2048
$1.68M ﹤0.01%
68,743
-1,723
2049
$1.67M ﹤0.01%
133,054
+12,131
2050
$1.66M ﹤0.01%
25,806
-239