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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
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 +$167M
2 +$37.3M
3 +$33.5M
4
T icon
AT&T
T
+$29.3M
5
QSR icon
Restaurant Brands International
QSR
+$26.6M

Top Sells

1 +$115M
2 +$42.5M
3 +$41.3M
4
XOM icon
Exxon Mobil
XOM
+$40.7M
5
THI
TIM HORTONS INC COM, CANADA
THI
+$40.6M

Sector Composition

1 Financials 16.43%
2 Healthcare 13.76%
3 Technology 13.08%
4 Industrials 9.44%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$55K ﹤0.01%
4,369
+1,121
2377
$55K ﹤0.01%
603
2378
$55K ﹤0.01%
15,387
2379
$55K ﹤0.01%
2,687
2380
$55K ﹤0.01%
4,296
-416
2381
$55K ﹤0.01%
2,119
2382
$55K ﹤0.01%
1,130
2383
$55K ﹤0.01%
4,329
2384
$55K ﹤0.01%
208
2385
$55K ﹤0.01%
+3,652
2386
$55K ﹤0.01%
3,292
2387
$54K ﹤0.01%
1,635
2388
$54K ﹤0.01%
5,122
2389
$54K ﹤0.01%
7,306
2390
$54K ﹤0.01%
2,087
2391
$54K ﹤0.01%
2,898
2392
$54K ﹤0.01%
2,702
2393
$54K ﹤0.01%
+2,646
2394
$54K ﹤0.01%
5,959
2395
$54K ﹤0.01%
642
2396
$54K ﹤0.01%
419
+315
2397
$54K ﹤0.01%
5,866
2398
$54K ﹤0.01%
573
2399
$53K ﹤0.01%
3,542
2400
$53K ﹤0.01%
2,026