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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
2426
$51K ﹤0.01%
5,225
2427
$51K ﹤0.01%
8,296
2428
$51K ﹤0.01%
2,166
2429
$51K ﹤0.01%
2,585
2430
$51K ﹤0.01%
1,231
2431
$51K ﹤0.01%
2,531
2432
$50K ﹤0.01%
2,332
2433
$50K ﹤0.01%
10,258
2434
$50K ﹤0.01%
866
2435
$50K ﹤0.01%
8,312
2436
$50K ﹤0.01%
4,378
2437
$50K ﹤0.01%
5,302
-1,490
2438
$49K ﹤0.01%
4,940
2439
$49K ﹤0.01%
331
2440
$49K ﹤0.01%
18,693
2441
$49K ﹤0.01%
3,013
2442
$49K ﹤0.01%
4,225
2443
$49K ﹤0.01%
1,401
2444
$49K ﹤0.01%
4,220
2445
$49K ﹤0.01%
1,816
2446
$49K ﹤0.01%
1,874
2447
$49K ﹤0.01%
5,818
2448
$49K ﹤0.01%
6,580
2449
$48K ﹤0.01%
780
2450
$48K ﹤0.01%
2,784