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
2226
$71K ﹤0.01%
3,721
2227
$71K ﹤0.01%
3,902
2228
$71K ﹤0.01%
10,785
2229
$71K ﹤0.01%
919
2230
$71K ﹤0.01%
2,237
2231
$71K ﹤0.01%
4,185
2232
$71K ﹤0.01%
7,895
2233
$71K ﹤0.01%
5,153
2234
$71K ﹤0.01%
3,723
2235
$71K ﹤0.01%
2,575
2236
$71K ﹤0.01%
12,758
-1,898
2237
$70K ﹤0.01%
2,002
2238
$70K ﹤0.01%
12,200
2239
$70K ﹤0.01%
5,076
2240
$70K ﹤0.01%
4,305
2241
$70K ﹤0.01%
9,882
2242
$70K ﹤0.01%
1,776
-164
2243
$70K ﹤0.01%
3,115
2244
$70K ﹤0.01%
1,643
2245
$70K ﹤0.01%
1,700
2246
$70K ﹤0.01%
3,768
2247
$69K ﹤0.01%
3,214
2248
$69K ﹤0.01%
3,150
-302
2249
$69K ﹤0.01%
6,497
2250
$69K ﹤0.01%
5,383