LGT Group Foundation
Institutional investor · Portfolio as of Q3 2025
Top Holdings284 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $793.8M | 9.1% | $374.00 | +37.34% | 16 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 2.5M | $462.2M | 5.3% | $117.38 | +54.92% | 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% | $158.69 | +40.00% | 16 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.4M | $402.2M | 4.6% | $164.47 | +65.68% | 16 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.6M | $389.7M | 4.5% | $135.65 | +79.79% | 16 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 498,599 | $286.1M | 3.3% | $438.81 | +29.11% | 16 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 824,279 | $256.1M | 2.9% | $183.16 | +70.75% | 16 qtrssince 2021-Q4 | Increased 56 |
BROADCOM INC | 695,291 | $231.8M | 2.7% | $173.17 | +89.45% | 16 qtrssince 2021-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 322,908 | $231.6M | 2.7% | $550.79 | +34.86% | 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/THE | 1M | $154.3M | 1.8% | $156.94 | -4.89% | 16 qtrssince 2021-Q4 | Increased 50 |
NEXTERA ENERGY INC | 1.8M | $139M | 1.6% | — | — | — | — |
VISA INC-CLASS A SHARES | 382,649 | $133.1M | 1.5% | $252.87 | +33.93% | 16 qtrssince 2021-Q4 | Increased 52 |
UBS GROUP AG- REG | 3.2M | $131.4M | 1.5% | $29.63 | +39.49% | 16 qtrssince 2021-Q4 | Increased 53 |
ACCENTURE PLC-CL A | 521,997 | $127.2M | 1.5% | $315.94 | -23.52% | 16 qtrssince 2021-Q4 | Decreased 0 |
S&P GLOBAL INC | 223,776 | $107.8M | 1.2% | $508.21 | -3.51% | 16 qtrssince 2021-Q4 | Increased 58 |
COCA-COLA CO/THE | 1.6M | $106.5M | 1.2% | $63.05 | +4.02% | 16 qtrssince 2021-Q4 | Decreased 0 |
TETRA TECH INC | 3M | $98.9M | 1.1% | $35.46 | -6.63% | 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: Concentrated Value. HoldingsIntel Rating: 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
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer