LGT Group Foundation
Institutional investor · Portfolio as of Q4 2025
Top Holdings290 positions
MICROSOFT CORP | 1.5M | $743.5M | 8.1% | $370.14 | +29.83% | 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% | $152.48 | +104.88% | 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% | $63.23 | +194.26% | 17 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 1.8M | $409.7M | 4.5% | $174.81 | +32.04% | 17 qtrssince 2021-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.3M | $388.7M | 4.2% | $164.47 | +175.62% | 17 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 493,236 | $284.8M | 3.1% | $439.10 | +29.38% | 17 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 849,129 | $274.6M | 3.0% | $185.92 | +70.88% | 17 qtrssince 2021-Q4 | Increased 54 |
FACEBOOK INC-CLASS A | 328,487 | $218.8M | 2.4% | $547.57 | +20.24% | 17 qtrssince 2021-Q4 | Increased 53 |
BROADCOM INC | 613,282 | $214.6M | 2.3% | $99.09 | +247.35% | 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% | $30.68 | +47.13% | 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% | $67.47 | +16.45% | 17 qtrssince 2021-Q4 | Increased 48 |
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% | $484.27 | +1.39% | 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% | $62.29 | +10.09% | 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: Steady Compounder. HoldingsIntel Score: 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
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR