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
2051
$91K ﹤0.01%
5,095
2052
$91K ﹤0.01%
2,184
2053
$91K ﹤0.01%
2,453
2054
$91K ﹤0.01%
3,753
2055
$91K ﹤0.01%
11,719
2056
$91K ﹤0.01%
5,495
2057
$91K ﹤0.01%
3,066
2058
$91K ﹤0.01%
3,478
2059
$90K ﹤0.01%
4,551
2060
$90K ﹤0.01%
7,174
2061
$90K ﹤0.01%
5,232
-1
2062
$90K ﹤0.01%
163
2063
$90K ﹤0.01%
3,948
2064
$90K ﹤0.01%
4,163
2065
$90K ﹤0.01%
3,342
2066
$90K ﹤0.01%
3,780
+301
2067
$89K ﹤0.01%
2,186
2068
$89K ﹤0.01%
11,113
2069
$89K ﹤0.01%
4,040
2070
$89K ﹤0.01%
2,665
2071
$88K ﹤0.01%
11,301
-865
2072
$88K ﹤0.01%
6,598
2073
$88K ﹤0.01%
3,930
2074
$88K ﹤0.01%
1,817
2075
$88K ﹤0.01%
234