LGT Group Foundation
Institutional investor · Portfolio as of Q3 2025
Top Holdings284 positions
MICROSOFT CORP | 1.5M | $793.8M | 9.1% | $370.14 | +38.79% | 16 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORPORATION | 2.5M | $462.2M | 5.3% | $63.23 | +194.37% | 16 qtrssince 2021-Q4 | Increased 63 |
APPLE INC | 1.8M | $450.9M | 5.2% | $186.31 | +36.17% | 16 qtrssince 2021-Q4 | Increased 61 |
ELI LILLY & CO | 502,883 | $415.1M | 4.8% | $718.78 | +5.49% | 16 qtrssince 2021-Q4 | Increased 61 |
AMAZON COM INC | 1.8M | $405.1M | 4.6% | $174.81 | +25.61% | 16 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.4M | $402.2M | 4.6% | $164.47 | +65.68% | 16 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC | 1.6M | $389.7M | 4.5% | $152.48 | +59.02% | 16 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 498,599 | $286.1M | 3.3% | $439.10 | +28.74% | 16 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 824,279 | $256.1M | 2.9% | $181.95 | +70.11% | 16 qtrssince 2021-Q4 | Increased 56 |
BROADCOM INC | 695,291 | $231.8M | 2.7% | $99.09 | +230.47% | 16 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC | 322,908 | $231.6M | 2.7% | $545.66 | +34.13% | 16 qtrssince 2021-Q4 | Increased 68 |
CRH PLC | 1.7M | $199.8M | 2.3% | $92.51 | +28.17% | 9 qtrssince 2023-Q3 | Increased 76 |
PROCTER & GAMBLE CO | 1M | $154.3M | 1.8% | $156.94 | -4.89% | 16 qtrssince 2021-Q4 | Increased 50 |
NEXTERA ENERGY INC | 1.8M | $139M | 1.6% | $67.41 | +8.86% | 16 qtrssince 2021-Q4 | Decreased 0 |
VISA INC | 382,649 | $133.1M | 1.5% | $252.87 | +33.93% | 16 qtrssince 2021-Q4 | Increased 52 |
UBS GROUP AG | 3.2M | $131.4M | 1.5% | $28.78 | +38.89% | 16 qtrssince 2021-Q4 | Increased 53 |
ACCENTURE PLC IRELAND | 521,997 | $127.2M | 1.5% | $313.42 | -23.52% | 16 qtrssince 2021-Q4 | Decreased 0 |
S&P GLOBAL INC | 223,776 | $107.8M | 1.2% | $483.44 | -5.59% | 16 qtrssince 2021-Q4 | Increased 58 |
COCA COLA CO | 1.6M | $106.5M | 1.2% | $62.29 | +3.70% | 16 qtrssince 2021-Q4 | Decreased 0 |
TETRA TECH INC NEW | 3M | $98.9M | 1.1% | $33.93 | -2.41% | 7 qtrssince 2024-Q1 | Increased 50 |
LGT Group Foundation manages $8.7B across 284 positions as of Q3 2025. Top holdings: MSFT (9.1%), NVDA (5.3%), AAPL (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 11 new positions, 17 exits, 121 increased. Top move: CRH (INCREASED, conviction 76). Portfolio: $8.7B across 284 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