LGT Group Foundation
Institutional investor · Portfolio as of Q2 2026
Top Holdings284 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 1.7M | $612M | 6.9% | $151.05 | +128.28% | 19 qtrssince 2021-Q4 | Increased 61 |
MICROSOFT CORP | 1.5M | $553M | 6.3% | $373.99 | +28.65% | 19 qtrssince 2021-Q4 | Increased 62 |
APPLE INC | 1.8M | $513.8M | 5.8% | $191.52 | +61.52% | 19 qtrssince 2021-Q4 | Increased 64 |
NVIDIA CORP | 2.5M | $497.6M | 5.6% | $121.66 | +76.49% | 19 qtrssince 2021-Q4 | Increased 64 |
ELI LILLY & CO | 399,659 | $479.4M | 5.4% | $718.78 | +73.13% | 19 qtrssince 2021-Q4 | Decreased 0 |
ASTRAZENECA PLC | 2M | $370.3M | 4.2% | $196.87 | -15.69% | 2 qtrssince 2026-Q1 | Increased 60 |
BROADCOM INC | 794,452 | $300.1M | 3.4% | $234.52 | +57.11% | 19 qtrssince 2021-Q4 | Increased 76 |
JPMORGAN CHASE & CO | 907,653 | $297.1M | 3.4% | $195.39 | +79.94% | 19 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 464,762 | $238.7M | 2.7% | $438.81 | +32.32% | 19 qtrssince 2021-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 2.5M | $223.7M | 2.5% | — | — | — | Increased 55 |
META PLATFORMS INC-CLASS A | 346,640 | $195.3M | 2.2% | $558.44 | -1.53% | 19 qtrssince 2021-Q4 | Decreased 0 |
CRH PLC | 1.7M | $177.2M | 2.0% | $92.87 | +0.24% | 12 qtrssince 2023-Q3 | Increased 53 |
UBS GROUP AG- REG | 3.3M | $162.4M | 1.8% | $31.60 | +68.65% | 19 qtrssince 2021-Q4 | Decreased 0 |
TOTALENERGIES SE | 2.1M | $159.5M | 1.8% | $66.64 | +34.89% | 3 qtrssince 2025-Q4 | Increased 51 |
JOHNSON & JOHNSON | 527,334 | $133.9M | 1.5% | $180.98 | +49.32% | 19 qtrssince 2021-Q4 | Increased 50 |
EXXON MOBIL CORP | 885,368 | $121M | 1.4% | $120.90 | +36.57% | 19 qtrssince 2021-Q4 | Increased 52 |
MICRON TECHNOLOGY INC | 102,080 | $117.8M | 1.3% | $224.38 | +330.86% | 19 qtrssince 2021-Q4 | Decreased 0 |
COCA-COLA CO/THE | 1.4M | $112.9M | 1.3% | $63.43 | +43.63% | 19 qtrssince 2021-Q4 | Increased 48 |
ABBVIE INC | 441,958 | $111.2M | 1.3% | $198.62 | +33.40% | 19 qtrssince 2021-Q4 | Increased 51 |
S&P GLOBAL INC | 271,677 | $110.6M | 1.3% | $500.72 | -13.87% | 19 qtrssince 2021-Q4 | Increased 51 |
LGT Group Foundation manages $8.8B across 284 positions as of Q2 2026. Top holdings: GOOGL (6.9%), MSFT (6.3%), AAPL (5.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 27 new positions, 26 exits, 112 increased. Top move: AVGO (INCREASED, conviction 76). Portfolio: $8.8B across 284 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer