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
2351
$702K ﹤0.01%
27,207
+2,771
2352
$700K ﹤0.01%
61,524
+5,199
2353
$698K ﹤0.01%
46,943
+724
2354
$696K ﹤0.01%
117,440
+1,855
2355
$695K ﹤0.01%
41,493
+2,242
2356
$690K ﹤0.01%
15,616
2357
$689K ﹤0.01%
183,854
+158,301
2358
$688K ﹤0.01%
53,462
+547
2359
$687K ﹤0.01%
45,451
+314
2360
$686K ﹤0.01%
6,308
+1,571
2361
$681K ﹤0.01%
15,566
+1,553
2362
$680K ﹤0.01%
43,752
+372
2363
$680K ﹤0.01%
207,353
2364
$679K ﹤0.01%
25,845
+700
2365
$674K ﹤0.01%
120,401
+5,339
2366
$673K ﹤0.01%
174,012
+10,454
2367
$673K ﹤0.01%
40,224
+1,450
2368
$670K ﹤0.01%
24,295
-36
2369
$669K ﹤0.01%
24,976
+1,034
2370
$662K ﹤0.01%
1,351
+330
2371
$662K ﹤0.01%
56,957
+1,243
2372
$661K ﹤0.01%
165,726
+8,626
2373
$655K ﹤0.01%
50,448
2374
$654K ﹤0.01%
11,409
+4,208
2375
$647K ﹤0.01%
48,538
+12,163