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
2326
$60K ﹤0.01%
8,254
2327
$60K ﹤0.01%
1,931
2328
$60K ﹤0.01%
444
-52
2329
$60K ﹤0.01%
3,343
2330
$60K ﹤0.01%
4,732
2331
$60K ﹤0.01%
+2,446
2332
$60K ﹤0.01%
3,872
2333
$59K ﹤0.01%
1,944
2334
$59K ﹤0.01%
4,988
2335
$59K ﹤0.01%
2,554
2336
$59K ﹤0.01%
2,200
2337
$59K ﹤0.01%
2,909
2338
$59K ﹤0.01%
5,764
2339
$59K ﹤0.01%
4,617
2340
$59K ﹤0.01%
4,608
-398
2341
$59K ﹤0.01%
9,374
2342
$58K ﹤0.01%
8,510
2343
$58K ﹤0.01%
4,040
2344
$58K ﹤0.01%
4,107
2345
$58K ﹤0.01%
1,301
2346
$58K ﹤0.01%
749
2347
$58K ﹤0.01%
3,629
2348
$58K ﹤0.01%
12,964
2349
$57K ﹤0.01%
3,090
2350
$57K ﹤0.01%
3,570