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
2201
$74K ﹤0.01%
4,114
2202
$74K ﹤0.01%
4,003
2203
$74K ﹤0.01%
7,307
2204
$74K ﹤0.01%
7,037
2205
$73K ﹤0.01%
3,680
2206
$73K ﹤0.01%
3,834
2207
$73K ﹤0.01%
7,178
2208
$73K ﹤0.01%
1,671
2209
$73K ﹤0.01%
2,345
2210
$73K ﹤0.01%
7,814
+1,174
2211
$73K ﹤0.01%
7,774
2212
$73K ﹤0.01%
5,645
2213
$73K ﹤0.01%
13,251
-1,078
2214
$72K ﹤0.01%
256
2215
$72K ﹤0.01%
7,110
2216
$72K ﹤0.01%
9,502
-814
2217
$72K ﹤0.01%
1,929
2218
$72K ﹤0.01%
7,527
2219
$72K ﹤0.01%
4,072
2220
$72K ﹤0.01%
1,387
2221
$72K ﹤0.01%
2,086
2222
$72K ﹤0.01%
2,989
2223
$72K ﹤0.01%
2,891
2224
$72K ﹤0.01%
2,252
2225
$72K ﹤0.01%
3,278