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
2101
$84K ﹤0.01%
10,229
2102
$83K ﹤0.01%
2,954
2103
$83K ﹤0.01%
+3,739
2104
$83K ﹤0.01%
3,035
-228
2105
$83K ﹤0.01%
3,584
2106
$83K ﹤0.01%
3,720
2107
$83K ﹤0.01%
1,720
2108
$83K ﹤0.01%
22,628
2109
$83K ﹤0.01%
17,100
2110
$83K ﹤0.01%
5,951
2111
$82K ﹤0.01%
4,185
2112
$82K ﹤0.01%
7,237
2113
$82K ﹤0.01%
738
2114
$82K ﹤0.01%
3,638
2115
$82K ﹤0.01%
1,274
2116
$82K ﹤0.01%
2,736
2117
$82K ﹤0.01%
2,028
2118
$82K ﹤0.01%
4,272
2119
$82K ﹤0.01%
3,180
2120
$82K ﹤0.01%
4,648
2121
$82K ﹤0.01%
7,912
2122
$81K ﹤0.01%
4,736
2123
$81K ﹤0.01%
9,114
2124
$81K ﹤0.01%
5,388
-435
2125
$81K ﹤0.01%
3,052