LGT Group Foundation
Institutional investor · Portfolio as of Q1 2025
Top Holdings288 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $547.4M | 7.5% | $367.51 | +2.52% | 14 qtrssince 2021-Q4 | Increased 72 |
APPLE INC | 2M | $446.4M | 6.2% | $186.14 | +18.61% | 14 qtrssince 2021-Q4 | Increased 67 |
AMAZON.COM INC | 2M | $385.6M | 5.3% | $158.69 | +21.45% | 14 qtrssince 2021-Q4 | Increased 72 |
ELI LILLY & CO | 442,388 | $365.4M | 5.0% | $712.38 | +14.72% | 14 qtrssince 2021-Q4 | Increased 75 |
MASTERCARD INC - A | 512,315 | $280.8M | 3.9% | $438.05 | +22.71% | 14 qtrssince 2021-Q4 | Increased 75 |
ALPHABET INC-CL A | 1.7M | $268.7M | 3.7% | $135.65 | +13.45% | 14 qtrssince 2021-Q4 | Increased 68 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.5M | $253.4M | 3.5% | $164.47 | -0.47% | 14 qtrssince 2021-Q4 | Increased 84 |
NVIDIA CORP | 2.3M | $245.4M | 3.4% | $112.82 | -2.81% | 14 qtrssince 2021-Q4 | Increased 71 |
ACCENTURE PLC-CL A | 593,910 | $185.3M | 2.6% | $315.94 | -4.18% | 14 qtrssince 2021-Q4 | Increased 69 |
JPMORGAN CHASE & CO | 746,340 | $183.1M | 2.5% | $170.78 | +39.34% | 14 qtrssince 2021-Q4 | Increased 70 |
PROCTER & GAMBLE CO/THE | 1M | $178.8M | 2.5% | $157.27 | +3.91% | 14 qtrssince 2021-Q4 | Increased 81 |
BROADCOM INC | 875,840 | $146.6M | 2.0% | $173.17 | -4.24% | 14 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 222,048 | $128M | 1.8% | $464.50 | +23.88% | 14 qtrssince 2021-Q4 | Increased 70 |
BOOKING HOLDINGS INC | 27,416 | $126.3M | 1.7% | $145.25 | +25.59% | 14 qtrssince 2021-Q4 | Increased 53 |
NEXTERA ENERGY INC | 1.8M | $124.9M | 1.7% | — | — | — | — |
VISA INC-CLASS A SHARES | 307,221 | $107.7M | 1.5% | $230.03 | +50.63% | 14 qtrssince 2021-Q4 | Decreased 0 |
UBS GROUP AG- REG | 3.3M | $99.7M | 1.4% | $28.42 | +7.52% | 14 qtrssince 2021-Q4 | Increased 51 |
COCA-COLA CO/THE | 1.3M | $92.8M | 1.3% | $61.03 | +12.84% | 14 qtrssince 2021-Q4 | Increased 64 |
BANK OF AMERICA CORP | 2.1M | $87.3M | 1.2% | $35.91 | +13.06% | 14 qtrssince 2021-Q4 | Decreased 0 |
CRH PLC | 978,682 | $86.1M | 1.2% | $75.72 | +14.44% | 7 qtrssince 2023-Q3 | Increased 57 |
LGT Group Foundation manages $7.3B across 288 positions as of Q1 2025. Top holdings: MSFT (7.5%), AAPL (6.2%), AMZN (5.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 32 new positions, 16 exits, 121 increased. Top move: TSM (INCREASED, conviction 84). Portfolio: $7.3B across 288 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
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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