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
2301
$62K ﹤0.01%
5,354
2302
$62K ﹤0.01%
3,966
2303
$62K ﹤0.01%
+3,226
2304
$62K ﹤0.01%
3,995
2305
$62K ﹤0.01%
2,729
2306
$62K ﹤0.01%
2,625
2307
$62K ﹤0.01%
6,431
2308
$62K ﹤0.01%
212
2309
$61K ﹤0.01%
1,814
2310
$61K ﹤0.01%
1,700
-165
2311
$61K ﹤0.01%
2,542
2312
$61K ﹤0.01%
3,472
2313
$61K ﹤0.01%
964
-112
2314
$61K ﹤0.01%
843
2315
$61K ﹤0.01%
2,196
2316
$61K ﹤0.01%
13,178
2317
$61K ﹤0.01%
1,769
2318
$61K ﹤0.01%
843
2319
$61K ﹤0.01%
4,236
2320
$61K ﹤0.01%
1,870
2321
$61K ﹤0.01%
3,568
2322
$61K ﹤0.01%
1,174
2323
$61K ﹤0.01%
3,265
2324
$61K ﹤0.01%
3,885
2325
$61K ﹤0.01%
3,420