Latest LGT Group Foundation Stock Portfolio
LGT Group Foundation Performance:
2025 Q3: 5.78%YTD: 9.98%2024: 17.54%
Performance for 2025 Q3 is 5.78%, and YTD is 9.98%, and 2024 is 17.54%.
About LGT Group Foundation and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LGT Group Foundation reported an equity portfolio of $8.7 Billions as of 30 Sep, 2025.
The top stock holdings of LGT Group Foundation are MSFT, NVDA, AAPL. The fund has invested 9.1% of it's portfolio in MICROSOFT CORP and 5.3% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off TAL EDUCATION GROUP (TAL), BECTON DICKINSON & CO (BDX) and HESS CORP (HES) stocks. They significantly reduced their stock positions in CYBERARK SOFTWARE LTD, ZEBRA TECHNOLOGIES CORPORATI (ZBRA) and FIRST SOLAR INC (FSLR). LGT Group Foundation opened new stock positions in LUMENTUM HLDGS INC (LITE), INTEL CORP (INTC) and WIX COM LTD. The fund showed a lot of confidence in some stocks as they added substantially to EOG RES INC (EOG), COMCAST CORP NEW (CMCSA) and WESTERN DIGITAL CORP (WDC).
The top stock holdings of LGT Group Foundation are MSFT, NVDA, AAPL. The fund has invested 9.1% of it's portfolio in MICROSOFT CORP and 5.3% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off TAL EDUCATION GROUP (TAL), BECTON DICKINSON & CO (BDX) and HESS CORP (HES) stocks. They significantly reduced their stock positions in CYBERARK SOFTWARE LTD, ZEBRA TECHNOLOGIES CORPORATI (ZBRA) and FIRST SOLAR INC (FSLR). LGT Group Foundation opened new stock positions in LUMENTUM HLDGS INC (LITE), INTEL CORP (INTC) and WIX COM LTD. The fund showed a lot of confidence in some stocks as they added substantially to EOG RES INC (EOG), COMCAST CORP NEW (CMCSA) and WESTERN DIGITAL CORP (WDC).
LGT Group Foundation Annual Return Estimates Vs S&P 500
Our best estimate is that LGT Group Foundation made a return of 5.78% in the last quarter. In trailing 12 months, it's portfolio return was 12.87%.
New Buys
| Ticker | $ Bought |
|---|---|
| lumentum hldgs inc | 5,290,430 |
| intel corp | 2,093,070 |
| wix com ltd | 1,548,360 |
| autoliv inc | 410,174 |
| wabtec | 403,077 |
| franco nev corp | 262,752 |
| mp materials corp | 243,468 |
| southern copper corp | 222,224 |
New stocks bought by LGT Group Foundation
Additions
| Ticker | % Inc. |
|---|---|
| eog res inc | 3,947 |
| comcast corp new | 1,462 |
| western digital corp | 330 |
| goldman sachs group inc | 156 |
| mcdonalds corp | 133 |
| makemytrip limited mauritius | 109 |
| hdfc bank ltd | 104 |
| pimco etf tr | 100 |
Additions to existing portfolio by LGT Group Foundation
Reductions
| Ticker | % Reduced |
|---|---|
| cyberark software ltd | -92.76 |
| zebra technologies corporati | -78.51 |
| first solar inc | -71.17 |
| bank new york mellon corp | -63.8 |
| gerdau sa | -53.32 |
| henry schein inc | -49.47 |
| adobe inc | -48.94 |
| marvell technology inc | -47.64 |
LGT Group Foundation reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| tal education group | -1,808,530 |
| sandisk corp | -611,499 |
| xenetic biosciences inc | -41,140 |
| teck resources ltd | -424,899 |
| cava group inc | -655,562 |
| gitlab inc | -266,600 |
| rocket lab corp | -202,029 |
| hess corp | -775,270 |
LGT Group Foundation got rid off the above stocks
Sector Distribution
LGT Group Foundation has about 31.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 31.9 |
| Financial Services | 13.6 |
| Healthcare | 10.2 |
| Others | 9.5 |
| Communication Services | 8.8 |
| Consumer Cyclical | 8.5 |
| Industrials | 4.5 |
| Consumer Defensive | 4.3 |
| Basic Materials | 2.9 |
| Real Estate | 1.9 |
| Energy | 1.9 |
| Utilities | 1.8 |
Market Cap. Distribution
LGT Group Foundation has about 87.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 58.5 |
| LARGE-CAP | 29.3 |
| UNALLOCATED | 11.8 |
Stocks belong to which Index?
About 83.3% of the stocks held by LGT Group Foundation either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 83.3 |
| Others | 16.7 |
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 46.9% 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.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.17 | 1,765,200 | 450,919,000 | added | 0.26 | ||
| ABBV | abbvie inc | 0.89 | 319,356 | 78,044,200 | added | 31.03 | ||
| ABNB | airbnb inc | 0.66 | 470,704 | 57,576,500 | reduced | -13.62 | ||
| ABT | abbott labs | 0.00 | 3,067 | 409,352 | reduced | -8.61 | ||
| ACN | accenture plc ireland | 1.46 | 521,997 | 127,216,000 | reduced | -4.61 | ||
| ADBE | adobe inc | 0.08 | 20,846 | 7,165,190 | reduced | -48.94 | ||
| ADP | automatic data processing in | 0.01 | 2,874 | 838,087 | added | 10.88 | ||
| ADSK | autodesk inc | 1.05 | 290,939 | 91,858,200 | reduced | -7.79 | ||
| ALGN | align technology inc | 0.00 | 2,433 | 310,257 | reduced | -1.93 | ||
| ALLE | allegion plc | 0.04 | 21,806 | 3,853,770 | reduced | -5.54 | ||
| ALV | autoliv inc | 0.00 | 3,302 | 410,174 | new | |||
| AMAT | applied matls inc | 0.03 | 9,893 | 2,154,100 | reduced | -28.19 | ||
| AMD | advanced micro devices inc | 0.10 | 54,722 | 8,974,950 | reduced | -19.15 | ||
| AME | ametek inc | 0.27 | 125,021 | 23,433,900 | added | 0.84 | ||
| AMGN | amgen inc | 0.02 | 4,738 | 1,414,290 | reduced | -16.75 | ||
| AMT | american tower corp new | 0.17 | 75,950 | 14,682,700 | added | 27.79 | ||
| AMZN | amazon com inc | 4.64 | 1,836,280 | 405,140,000 | reduced | -1.78 | ||
| ANET | arista networks inc | 0.15 | 86,658 | 12,935,400 | reduced | -13.95 | ||
| AON | aon plc | 0.01 | 3,420 | 1,231,640 | added | 0.59 | ||
| APD | air prods & chems inc | 0.02 | 6,234 | 1,675,080 | reduced | -2.62 | ||