LGT Group Foundation
Institutional investor · Portfolio as of Q1 2026
Top Holdings283 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $538.3M | 6.6% | $374.00 | +8.00% | 18 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.7M | $490.2M | 6.0% | $150.10 | +102.25% | 18 qtrssince 2021-Q4 | Increased 67 |
APPLE INC | 1.7M | $427.8M | 5.2% | $186.31 | +35.97% | 18 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 2.4M | $411.3M | 5.0% | $117.38 | +53.39% | 18 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 399,693 | $367.6M | 4.5% | $718.78 | +27.56% | 18 qtrssince 2021-Q4 | Decreased 0 |
ASTRAZENECA PLC | 1.9M | $367.2M | 4.5% | $197.22 | 0.00% | 1 qtr | New 86 |
AMAZON.COM INC | 1.7M | $352.7M | 4.3% | $158.69 | +64.67% | 18 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 915,260 | $269.2M | 3.3% | $195.39 | +53.67% | 18 qtrssince 2021-Q4 | Increased 61 |
MASTERCARD INC - A | 474,944 | $237.3M | 2.9% | $438.81 | +19.49% | 18 qtrssince 2021-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 2.4M | $225.1M | 2.7% | — | — | — | — |
META PLATFORMS INC-CLASS A | 347,857 | $199M | 2.4% | $558.44 | +17.30% | 18 qtrssince 2021-Q4 | Increased 56 |
TOTALENERGIES SE | 1.9M | $180.4M | 2.2% | $65.92 | +18.84% | 2 qtrssince 2025-Q4 | Decreased 0 |
BROADCOM INC | 556,211 | $172.2M | 2.1% | $173.17 | +78.45% | 18 qtrssince 2021-Q4 | Decreased 0 |
CRH PLC | 1.6M | $170.6M | 2.1% | $92.59 | +12.67% | 11 qtrssince 2023-Q3 | Increased 52 |
PROCTER & GAMBLE CO/THE | 1M | $147.1M | 1.8% | $156.74 | -9.22% | 18 qtrssince 2021-Q4 | Decreased 0 |
EXXON MOBIL CORP | 806,314 | $136.8M | 1.7% | $119.35 | +27.22% | 18 qtrssince 2021-Q4 | Increased 56 |
UBS GROUP AG- REG | 3.4M | $132.2M | 1.6% | $31.60 | +25.64% | 18 qtrssince 2021-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 617,531 | $122.5M | 1.5% | $306.25 | -36.56% | 18 qtrssince 2021-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 497,989 | $121.7M | 1.5% | $176.68 | +39.66% | 18 qtrssince 2021-Q4 | Increased 58 |
VISA INC-CLASS A SHARES | 370,607 | $112M | 1.4% | $252.87 | +19.06% | 18 qtrssince 2021-Q4 | Decreased 0 |
LGT Group Foundation manages $8.2B across 283 positions as of Q1 2026. Top holdings: MSFT (6.6%), GOOGL (6.0%), AAPL (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 14 new positions, 21 exits, 106 increased. Top move: AZN (NEW, conviction 86). Portfolio: $8.2B across 283 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer