LGT Group Foundation
Institutional investor · Portfolio as of Q2 2026
Top Holdings284 positions
Alphabet Inc. | 1.7M | $612M | 6.9% | $164.96 | +111.14% | 19 qtrssince 2021-Q4 | Increased 61 |
Microsoft Corp. | 1.5M | $553M | 6.3% | $370.18 | +41.18% | 19 qtrssince 2021-Q4 | Increased 62 |
Apple Inc. | 1.8M | $513.8M | 5.8% | $191.52 | +77.74% | 19 qtrssince 2021-Q4 | Increased 64 |
NVIDIA Corp. | 2.5M | $497.6M | 5.6% | $70.31 | +227.79% | 19 qtrssince 2021-Q4 | Increased 64 |
Eli Lilly & Co. | 399,659 | $479.4M | 5.4% | $718.78 | +62.72% | 19 qtrssince 2021-Q4 | Decreased 0 |
ASTRAZENECA PLC ORD | 2M | $370.3M | 4.2% | $196.87 | -19.35% | 2 qtrssince 2026-Q1 | Increased 60 |
Broadcom Inc | 794,452 | $300.1M | 3.4% | $182.45 | +97.39% | 19 qtrssince 2021-Q4 | Increased 76 |
JPMorgan Chase & Co. | 907,653 | $297.1M | 3.4% | $193.54 | +71.24% | 19 qtrssince 2021-Q4 | Decreased 0 |
MasterCard Incorporated | 464,762 | $238.7M | 2.7% | $439.10 | +30.90% | 19 qtrssince 2021-Q4 | Decreased 0 |
NextEra Energy Inc | 2.5M | $223.7M | 2.5% | $74.54 | +3.79% | 19 qtrssince 2021-Q4 | Increased 55 |
Meta Platforms Inc | 346,640 | $195.3M | 2.2% | $548.89 | +31.34% | 19 qtrssince 2021-Q4 | Decreased 0 |
CRH PLC ORD | 1.7M | $177.2M | 2.0% | $92.87 | -11.83% | 12 qtrssince 2023-Q3 | Increased 53 |
UBS GROUP AG | 3.3M | $162.4M | 1.8% | $30.68 | +53.37% | 19 qtrssince 2021-Q4 | Decreased 0 |
TOTALENERGIES SE ACT | 2.1M | $159.5M | 1.8% | $66.64 | +29.09% | 3 qtrssince 2025-Q4 | Increased 51 |
Johnson & Johnson | 527,334 | $133.9M | 1.5% | $177.84 | +44.22% | 19 qtrssince 2021-Q4 | Increased 50 |
EXXON MOBIL CORP | 885,368 | $121M | 1.4% | $120.90 | +39.37% | 19 qtrssince 2021-Q4 | Increased 52 |
Micron Technology Inc. | 102,080 | $117.8M | 1.3% | $204.32 | +406.98% | 19 qtrssince 2021-Q4 | Decreased 0 |
Coca-Cola Co (The) | 1.4M | $112.9M | 1.3% | $62.68 | +40.03% | 19 qtrssince 2021-Q4 | Increased 48 |
AbbVie Inc. | 441,958 | $111.2M | 1.3% | $198.62 | +37.16% | 19 qtrssince 2021-Q4 | Increased 51 |
S&P Global Inc | 271,677 | $110.6M | 1.3% | $476.60 | -15.50% | 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 Score: 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.
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Portfolio allocation by GICS sector
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Position Outcomes
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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
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