LGT Group Foundation
Institutional investor · Portfolio as of Q1 2025
Top Holdings288 positions
MICROSOFT CORP | 1.5M | $547.4M | 7.5% | $363.53 | +2.07% | 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% | $174.81 | +8.84% | 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 INCORPORATED | 512,315 | $280.8M | 3.9% | $438.27 | +23.93% | 14 qtrssince 2021-Q4 | Increased 75 |
ALPHABET INC | 1.7M | $268.7M | 3.7% | $152.48 | +0.94% | 14 qtrssince 2021-Q4 | Increased 68 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.5M | $253.4M | 3.5% | $164.47 | -0.47% | 14 qtrssince 2021-Q4 | Increased 84 |
NVIDIA CORPORATION | 2.3M | $245.4M | 3.4% | $53.64 | +101.54% | 14 qtrssince 2021-Q4 | Increased 71 |
ACCENTURE PLC IRELAND | 593,910 | $185.3M | 2.6% | $313.42 | -4.18% | 14 qtrssince 2021-Q4 | Increased 69 |
JPMORGAN CHASE & CO | 746,340 | $183.1M | 2.5% | $169.65 | +40.33% | 14 qtrssince 2021-Q4 | Increased 70 |
PROCTER & GAMBLE CO | 1M | $178.8M | 2.5% | $157.27 | +3.91% | 14 qtrssince 2021-Q4 | Increased 81 |
BROADCOM INC | 875,840 | $146.6M | 2.0% | $99.09 | +67.03% | 14 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC | 222,048 | $128M | 1.8% | $460.78 | +24.48% | 14 qtrssince 2021-Q4 | Increased 70 |
BOOKING HOLDINGS INC | 27,416 | $126.3M | 1.7% | $144.90 | +25.59% | 14 qtrssince 2021-Q4 | Increased 53 |
NEXTERA ENERGY INC | 1.8M | $124.9M | 1.7% | $67.42 | +0.62% | 14 qtrssince 2021-Q4 | Increased 77 |
VISA INC | 307,221 | $107.7M | 1.5% | $230.03 | +50.63% | 14 qtrssince 2021-Q4 | Decreased 0 |
UBS GROUP AG | 3.3M | $99.7M | 1.4% | $27.62 | +4.69% | 14 qtrssince 2021-Q4 | Increased 51 |
COCA COLA CO | 1.3M | $92.8M | 1.3% | $60.33 | +13.95% | 14 qtrssince 2021-Q4 | Increased 64 |
BANK OF AMER CORP | 2.1M | $87.3M | 1.2% | $35.73 | +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 Score: 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
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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
Verify source filings on SEC EDGAR