LGT Group Foundation
Institutional investor · Portfolio as of Q2 2025
Top Holdings290 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $764.5M | 9.6% | $374.00 | +32.14% | 15 qtrssince 2021-Q4 | Increased 65 |
AMAZON.COM INC | 1.9M | $410.2M | 5.1% | $158.69 | +40.72% | 15 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 2.4M | $376.4M | 4.7% | $115.05 | +37.10% | 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 SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.5M | $335.2M | 4.2% | $164.47 | +38.17% | 15 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 515,906 | $289.9M | 3.6% | $438.81 | +24.89% | 15 qtrssince 2021-Q4 | Increased 57 |
ALPHABET INC-CL A | 1.6M | $288.8M | 3.6% | $135.65 | +31.40% | 15 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 775,301 | $224.8M | 2.8% | $174.98 | +61.78% | 15 qtrssince 2021-Q4 | Increased 55 |
BROADCOM INC | 729,879 | $201.2M | 2.5% | $173.17 | +58.02% | 15 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 241,942 | $178.6M | 2.2% | $486.54 | +50.56% | 15 qtrssince 2021-Q4 | Increased 57 |
ACCENTURE PLC-CL A | 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-CLASS A SHARES | 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% | — | — | — | — |
COCA-COLA CO/THE | 1.7M | $121.2M | 1.5% | $63.05 | +9.94% | 15 qtrssince 2021-Q4 | Increased 61 |
BOOKING HOLDINGS INC | 17,872 | $103.5M | 1.3% | $145.25 | +58.09% | 15 qtrssince 2021-Q4 | Decreased 0 |
TETRA TECH INC | 2.8M | $100.8M | 1.3% | $35.61 | -0.02% | 6 qtrssince 2024-Q1 | Increased 48 |
UBS GROUP AG- REG | 2.9M | $99.6M | 1.2% | $28.42 | +17.65% | 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: Concentrated Value. HoldingsIntel Rating: 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.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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