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LGT Group Foundation

Portfolio Manager
LGT Group Foundation
Performance
-8.92% (2026 Q1)
AUM (13F)
$8.19B
# of Holdings
283
Performance Rank
Allocation (Top 20)
60.07%

LGT Group Foundation Holdings Map

Top 50 LGT Group Foundation Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
6.57%1.45M$538.3M
-4.67%(-71.21K)
2025-Q1: 1.46M shares2025-Q2: 1.54M shares2025-Q3: 1.53M shares2025-Q4: 1.53M shares2026-Q1: 1.45M shares
$366.25(+10.64%)
2026-03-31
GOOGL
ALPHABET INC
5.98%1.70M$490.2M
+9.42%(+146.70K)
2025-Q1: 1.74M shares2025-Q2: 1.64M shares2025-Q3: 1.59M shares2025-Q4: 1.56M shares2026-Q1: 1.70M shares
$162.89(+147.18%)
2026-03-31
AAPL
APPLE INC
5.22%1.69M$427.8M
-4.45%(-78.60K)
2025-Q1: 2.01M shares2025-Q2: 1.76M shares2025-Q3: 1.77M shares2025-Q4: 1.76M shares2026-Q1: 1.69M shares
$176.62(+69.22%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.02%2.36M$411.3M
-1.76%(-42.19K)
2025-Q1: 2.26M shares2025-Q2: 2.38M shares2025-Q3: 2.47M shares2025-Q4: 2.40M shares2026-Q1: 2.36M shares
$62.95(+258.76%)
2026-03-31
LLY
ELI LILLY & CO
4.49%399.7K$367.6M
-18.21%(-88.99K)
2025-Q1: 442.4K shares2025-Q2: 472.5K shares2025-Q3: 502.9K shares2025-Q4: 488.7K shares2026-Q1: 399.7K shares
$702.71(+44.55%)
2026-03-31
AMZN
AMAZON COM INC
4.31%1.69M$352.7M
-3.89%(-68.57K)
2025-Q1: 2.03M shares2025-Q2: 1.87M shares2025-Q3: 1.84M shares2025-Q4: 1.76M shares2026-Q1: 1.69M shares
$174.14(+55.12%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.29%915.3K$269.2M
+7.79%(+66.13K)
2025-Q1: 746.3K shares2025-Q2: 775.3K shares2025-Q3: 824.3K shares2025-Q4: 849.1K shares2026-Q1: 915.3K shares
$204.14(+47.08%)
2026-03-31
MA
MASTERCARD INCORPORATED
2.9%474.9K$237.3M
-3.71%(-18.29K)
2025-Q1: 512.3K shares2025-Q2: 515.9K shares2025-Q3: 498.6K shares2025-Q4: 493.2K shares2026-Q1: 474.9K shares
$448.91(+9.30%)
2026-03-31
NEE
NEXTERA ENERGY INC
2.75%2.42M$225.1M
+36.46%(+647.58K)
2025-Q1: 1.76M shares2025-Q2: 1.78M shares2025-Q3: 1.77M shares2025-Q4: 1.78M shares2026-Q1: 2.42M shares
$74.51(+27.30%)
2026-03-31
META
META PLATFORMS INC
2.43%347.9K$199.0M
+5.90%(+19.37K)
2025-Q1: 222.0K shares2025-Q2: 241.9K shares2025-Q3: 322.9K shares2025-Q4: 328.5K shares2026-Q1: 347.9K shares
$549.41(+12.23%)
2026-03-31

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