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
2126
$1.34M ﹤0.01%
45,626
-2,928
2127
$1.34M ﹤0.01%
97,036
-2,169
2128
$1.34M ﹤0.01%
65,774
-14,101
2129
$1.33M ﹤0.01%
338,195
+4,855
2130
$1.33M ﹤0.01%
143,022
+7,501
2131
$1.33M ﹤0.01%
94,761
-87,491
2132
$1.33M ﹤0.01%
112,826
+3,356
2133
$1.32M ﹤0.01%
+20,073
2134
$1.32M ﹤0.01%
35,227
+528
2135
$1.32M ﹤0.01%
58,601
-1,244
2136
$1.32M ﹤0.01%
97,801
+4,058
2137
$1.32M ﹤0.01%
43,817
-3,188
2138
$1.31M ﹤0.01%
45,939
-654
2139
$1.31M ﹤0.01%
280,301
+1,788
2140
$1.31M ﹤0.01%
547,459
2141
$1.31M ﹤0.01%
88,912
-3,350
2142
$1.3M ﹤0.01%
191,849
+2,496
2143
$1.3M ﹤0.01%
228,982
+2,953
2144
$1.3M ﹤0.01%
33,578
-334
2145
$1.3M ﹤0.01%
70,235
-5,924
2146
$1.3M ﹤0.01%
66,656
+23,836
2147
$1.29M ﹤0.01%
81,778
+1,336
2148
$1.29M ﹤0.01%
17,276
+255
2149
$1.27M ﹤0.01%
88,985
+1,289
2150
$1.27M ﹤0.01%
24,233
+22,921