LGT Group Foundation
Institutional investor · Portfolio as of Q4 2025
Top Holdings290 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $743.5M | 8.1% | $374.00 | +30.34% | 17 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 488,683 | $527.7M | 5.8% | $718.78 | +48.80% | 17 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1.6M | $489M | 5.3% | $135.65 | +131.36% | 17 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 1.8M | $481.8M | 5.3% | $186.31 | +45.52% | 17 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORP | 2.4M | $450.2M | 4.9% | $117.38 | +59.77% | 17 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 1.8M | $409.7M | 4.5% | $158.69 | +46.53% | 17 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.3M | $388.7M | 4.2% | $164.47 | +159.23% | 17 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 493,236 | $284.8M | 3.1% | $438.81 | +31.39% | 17 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 849,129 | $274.6M | 3.0% | $187.22 | +71.97% | 17 qtrssince 2021-Q4 | Increased 54 |
META PLATFORMS INC-CLASS A | 328,487 | $218.8M | 2.4% | $552.75 | +20.48% | 17 qtrssince 2021-Q4 | Increased 53 |
BROADCOM INC | 613,282 | $214.6M | 2.3% | $173.17 | +99.13% | 17 qtrssince 2021-Q4 | Decreased 0 |
CRH PLC | 1.6M | $202.9M | 2.2% | $92.51 | +33.40% | 10 qtrssince 2023-Q3 | Decreased 0 |
ACCENTURE PLC-CL A | 638,677 | $172.4M | 1.9% | $306.25 | -14.16% | 17 qtrssince 2021-Q4 | Increased 58 |
UBS GROUP AG- REG | 3.7M | $171M | 1.9% | $31.60 | +47.23% | 17 qtrssince 2021-Q4 | Increased 54 |
PROCTER & GAMBLE CO/THE | 1M | $146.8M | 1.6% | $156.74 | -10.56% | 17 qtrssince 2021-Q4 | Increased 48 |
NEXTERA ENERGY INC | 1.8M | $143M | 1.6% | — | — | — | — |
TOTALENERGIES SE | 2.1M | $136.4M | 1.5% | $65.92 | 0.00% | 1 qtr | New 69 |
S&P GLOBAL INC | 251,075 | $132.5M | 1.4% | $510.32 | +3.40% | 17 qtrssince 2021-Q4 | Increased 53 |
VISA INC-CLASS A SHARES | 373,697 | $132.1M | 1.4% | $252.87 | +37.86% | 17 qtrssince 2021-Q4 | Decreased 0 |
COCA-COLA CO/THE | 1.5M | $105.6M | 1.2% | $63.05 | +11.14% | 17 qtrssince 2021-Q4 | Decreased 0 |
LGT Group Foundation manages $9.2B across 290 positions as of Q4 2025. Top holdings: MSFT (8.1%), LLY (5.8%), GOOGL (5.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 24 new positions, 18 exits, 121 increased. Top move: TTE (NEW, conviction 69). Portfolio: $9.2B 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
Top Winners
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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