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Latest LGT Group Foundation Stock Portfolio

$8.84Billion | No. of Holdings #281

LGT Group Foundation Performance

2026 Q2+9.95%
YTD+2.84%
2025+16.64%

About LGT Group Foundation and 13F Hedge Fund Stock Holdings

On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, LGT Group Foundation reported an equity portfolio of $8.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of LGT Group Foundation are GOOG, MSFT, AAPL. The fund has invested 6.9% of it's portfolio in ALPHABET INC and 6.3% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off AMAZON COM INC (AMZN), ALPHABET INC (GOOG) and HENRY JACK & ASSOC INC (JKHY) stocks. They significantly reduced their stock positions in BOSTON SCIENTIFIC CORP (BSX), COMCAST CORP NEW (CMCSA) and AUTOMATIC DATA PROCESSING IN (ADP). LGT Group Foundation opened new stock positions in CUMMINS INC (CMI), CHENIERE ENERGY INC (LNG) and KODIAK GAS SVCS INC. The fund showed a lot of confidence in some stocks as they added substantially to JOHNSON CONTROLS INTERNATION (JCI), AMGEN INC (AMGN) and ROYAL BK CDA (RY).
LGT Group Foundation Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$8.84Billion
  as of Aug 10, 2026

LGT Group Foundation Annual Return Estimates Vs S&P 500

Our best estimate is that LGT Group Foundation made a return of 9.95% in the last quarter. In trailing 12 months, it's portfolio return was 14.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cummins inc15,706,300
cheniere energy inc14,441,700
kodiak gas svcs inc12,808,100
canadian pacific kansas city12,441,900
brookfield renewable corp6,406,030
ishares tr4,253,890
amphenol corp2,639,860
dupont de nemours inc1,039,950
New stocks bought by LGT Group Foundation

Additions

Ticker% Inc.
johnson controls internation6,050
amgen inc1,004
royal bk cda742
palantir technologies inc534
freeport mcmoran inc452
waters corp340
companhia de saneamento basi330
microchip technology inc.213
Additions to existing portfolio by LGT Group Foundation

Reductions

Ticker% Reduced
boston scientific corp-96.19
comcast corp new-93.85
automatic data processing in-67.57
airbnb inc-65.98
capital one finl corp-65.15
accenture plc ireland-58.16
zoetis inc-56.43
fortinet inc-53.41
LGT Group Foundation reduced stake in above stock

Sold off

Ticker$ Sold
amazon com inc-352,668,000
alphabet inc-72,796,500
corning inc-12,753,000
henry jack & assoc inc-13,263,000
iqiyi inc-53,190
workday inc-2,547,860
brightstar lottery plc-249,679
baxter intl inc-288,288
LGT Group Foundation got rid off the above stocks

Sector Distribution

LGT Group Foundation has about 31% of it's holdings in Technology sector.

  • Technology
  • Others
  • Healthcare
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Utilities
  • Energy
  • Consumer Cyclical
  • Real Estate
Sector%
Technology31
Others12.9
Healthcare12.9
Financial Services12.7
Communication Services9.9
Industrials6
Consumer Defensive3.8
Utilities2.9
Energy2.8
Consumer Cyclical2.6
Real Estate1.7

Market Cap. Distribution

LGT Group Foundation has about 85.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP61
LARGE-CAP24.4
UNALLOCATED13.2
MID-CAP1.4

Stocks belong to which Index?

About 81% of the stocks held by LGT Group Foundation either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50081
Others18.9
Top 5 Winners (%)%
MU
micron technology inc
209.7 %
MRVL
marvell technology inc
199.5 %
INTC
intel corp
163.4 %
STX
seagate technology hldngs pl
138.6 %
DELL
dell technologies inc
129.2 %
Top 5 Winners ($)$
GOOG
alphabet inc
119.3 M
LLY
eli lilly & co
111.8 M
MU
micron technology inc
98.4 M
NVDA
nvidia corporation
62.2 M
AAPL
apple inc
61.6 M
Top 5 Losers (%)%
SBS
companhia de saneamento basi
-72.5 %
DOW
dow hldgs inc
-34.3 %
CTSH
cognizant technology solutio
-33.2 %
ZTS
zoetis inc
-28.1 %
ACN
accenture plc ireland
-26.4 %
Top 5 Losers ($)$
ACN
accenture plc ireland
-32.3 M
totalenergies se
-31.5 M
XOM
exxon mobil corp
-27.9 M
astrazeneca plc
-14.1 M
NEE
nextera energy inc
-12.7 M

LGT Group Foundation Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LGT Group Foundation

LGT Group Foundation has 281 stocks in it's portfolio. About 46.2% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for LGT Group Foundation last quarter.

$8.84BTotal Value
310Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of LGT Group Foundation, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LGT Group Foundation's holding in Ishares Tr over time
0.05%27,100
$4.25M
0.05%
new position
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
LGT Group Foundation's holding in Agnico Eagle Mines Ltd over time
0%2,744
$425.9K
0%
decreased 9.86 percentreduced
ALC
Alcon Ag

Alcon Ag

ALC
LGT Group Foundation's holding in Alcon Ag over time
0.48%624,452
$42.18M
0.48%
decreased 2.84 percentreduced