LGT Group Foundation
Institutional investor · Portfolio as of Q2 2025
Top Holdings290 positions
Microsoft Corp | 1.5M | $764.5M | 9.6% | $370.14 | +33.07% | 15 qtrssince 2021-Q4 | Increased 65 |
Amazon.com Inc | 1.9M | $410.2M | 5.1% | $174.81 | +25.50% | 15 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA Corp | 2.4M | $376.4M | 4.7% | $58.79 | +168.08% | 15 qtrssince 2021-Q4 | Increased 60 |
Eli Lilly & Co | 472,480 | $368.3M | 4.6% | $716.24 | +7.92% | 15 qtrssince 2021-Q4 | Increased 61 |
Apple Inc | 1.8M | $361.2M | 4.5% | $186.14 | +9.69% | 15 qtrssince 2021-Q4 | Decreased 0 |
Taiwan Semiconductor Manufactu | 1.5M | $335.2M | 4.2% | $164.47 | +38.17% | 15 qtrssince 2021-Q4 | Decreased 0 |
Mastercard Inc | 515,906 | $289.9M | 3.6% | $439.10 | +27.01% | 15 qtrssince 2021-Q4 | Increased 57 |
Alphabet Inc | 1.6M | $288.8M | 3.6% | $152.48 | +15.17% | 15 qtrssince 2021-Q4 | Decreased 0 |
JPMorgan Chase & Co | 775,301 | $224.8M | 2.8% | $173.89 | +62.81% | 15 qtrssince 2021-Q4 | Increased 55 |
Broadcom Inc | 729,879 | $201.2M | 2.5% | $99.09 | +175.64% | 15 qtrssince 2021-Q4 | Decreased 0 |
Facebook Inc | 241,942 | $178.6M | 2.2% | $483.33 | +52.09% | 15 qtrssince 2021-Q4 | Increased 57 |
Accenture PLC | 547,221 | $163.6M | 2.0% | $315.94 | -7.77% | 15 qtrssince 2021-Q4 | Decreased 0 |
Procter & Gamble Co/The | 966,138 | $153.9M | 1.9% | $157.27 | -2.26% | 15 qtrssince 2021-Q4 | Decreased 0 |
Visa Inc | 349,428 | $124.1M | 1.6% | $244.71 | +43.68% | 15 qtrssince 2021-Q4 | Increased 54 |
NextEra Energy Inc | 1.8M | $123.7M | 1.5% | $67.41 | -0.67% | 15 qtrssince 2021-Q4 | Increased 48 |
Coca-Cola Co/The | 1.7M | $121.2M | 1.5% | $62.29 | +9.79% | 15 qtrssince 2021-Q4 | Increased 61 |
Priceline Group Inc/The | 17,872 | $103.5M | 1.3% | $144.90 | +58.09% | 15 qtrssince 2021-Q4 | Decreased 0 |
Tetra Tech Inc | 2.8M | $100.8M | 1.3% | $33.98 | +4.79% | 6 qtrssince 2024-Q1 | Increased 48 |
UBS Group AG | 2.9M | $99.6M | 1.2% | $27.62 | +19.35% | 15 qtrssince 2021-Q4 | Decreased 0 |
Autodesk Inc | 315,501 | $97.7M | 1.2% | $257.11 | +20.41% | 6 qtrssince 2024-Q1 | Increased 47 |
LGT Group Foundation manages $8B across 290 positions as of Q2 2025. Top holdings: MSFT (9.6%), AMZN (5.1%), NVDA (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 21 new positions, 19 exits, 86 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $8.0B across 290 positions.
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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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