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
2101
$1.45M ﹤0.01%
77,215
+976
2102
$1.45M ﹤0.01%
117,856
-6,931
2103
$1.44M ﹤0.01%
50,276
-1,101
2104
$1.44M ﹤0.01%
36,266
-35,945
2105
$1.44M ﹤0.01%
87,938
+10,248
2106
$1.43M ﹤0.01%
17,502
+587
2107
$1.43M ﹤0.01%
15,109
2108
$1.43M ﹤0.01%
314,345
+31,069
2109
$1.42M ﹤0.01%
58,825
-1,235
2110
$1.42M ﹤0.01%
57,599
-1,947
2111
$1.41M ﹤0.01%
36,198
+2,013
2112
$1.4M ﹤0.01%
+62,778
2113
$1.4M ﹤0.01%
49,846
+4,363
2114
$1.39M ﹤0.01%
29,452
-12,804
2115
$1.39M ﹤0.01%
40,755
-563
2116
$1.39M ﹤0.01%
123,596
+856
2117
$1.38M ﹤0.01%
169,251
+1,067
2118
$1.38M ﹤0.01%
160,205
+2,030
2119
$1.38M ﹤0.01%
123,925
+17,636
2120
$1.38M ﹤0.01%
17,914
-26,608
2121
$1.37M ﹤0.01%
131,400
+14,755
2122
$1.37M ﹤0.01%
32,069
+3,402
2123
$1.35M ﹤0.01%
3,517
+14
2124
$1.35M ﹤0.01%
59,899
+9,019
2125
$1.34M ﹤0.01%
32,013
-2,274