LGT Group Foundation
Institutional investor · Portfolio as of Q1 2026
Top Holdings283 positions
Microsoft Corp. | 1.5M | $538.3M | 6.6% | $370.14 | -0.40% | 18 qtrssince 2021-Q4 | Decreased 0 |
Alphabet Inc. | 1.7M | $490.2M | 6.0% | $164.07 | +75.05% | 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% | $63.23 | +175.18% | 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 ORD | 1.9M | $367.2M | 4.5% | $197.22 | 0.00% | 1 qtr | New 86 |
Amazon.com, Inc. | 1.7M | $352.7M | 4.3% | $174.81 | +45.34% | 18 qtrssince 2021-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 915,260 | $269.2M | 3.3% | $193.54 | +50.54% | 18 qtrssince 2021-Q4 | Increased 61 |
MasterCard Incorporated | 474,944 | $237.3M | 2.9% | $439.10 | +13.41% | 18 qtrssince 2021-Q4 | Decreased 0 |
NextEra Energy Inc | 2.4M | $225.1M | 2.7% | $73.89 | +23.85% | 18 qtrssince 2021-Q4 | Increased 69 |
Meta Platforms Inc | 347,857 | $199M | 2.4% | $548.89 | +4.06% | 18 qtrssince 2021-Q4 | Increased 56 |
TOTALENERGIES SE ACT | 1.9M | $180.4M | 2.2% | $65.92 | +18.84% | 2 qtrssince 2025-Q4 | Decreased 0 |
Broadcom Inc | 556,211 | $172.2M | 2.1% | $99.09 | +211.28% | 18 qtrssince 2021-Q4 | Decreased 0 |
CRH PLC ORD | 1.6M | $170.6M | 2.1% | $92.59 | +12.67% | 11 qtrssince 2023-Q3 | Increased 52 |
The Procter & Gamble Co. | 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 | 3.4M | $132.2M | 1.6% | $30.68 | +24.13% | 18 qtrssince 2021-Q4 | Decreased 0 |
Accenture PLC | 617,531 | $122.5M | 1.5% | $306.25 | -36.56% | 18 qtrssince 2021-Q4 | Decreased 0 |
Johnson & Johnson | 497,989 | $121.7M | 1.5% | $173.43 | +39.45% | 18 qtrssince 2021-Q4 | Increased 58 |
Visa Inc | 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 Score: 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.
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Portfolio allocation by GICS sector
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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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