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Latest LGT Group Foundation Stock Portfolio

$8.19Billion– No. of Holdings #280

LGT Group Foundation Performance:
2026 Q1: -6.47%YTD: -6.47%2025: 16.64%
Performance for 2026 Q1 is -6.47%, and YTD is -6.47%, and 2025 is 16.64%.

About LGT Group Foundation and 13F Hedge Fund Stock Holdings

On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, LGT Group Foundation reported an equity portfolio of $8.2 Billions as of 31 Mar, 2026.

The top stock holdings of LGT Group Foundation are MSFT, GOOG, AAPL. The fund has invested 6.6% of it's portfolio in MICROSOFT CORP and 6% of portfolio in ALPHABET INC.

The fund managers got completely rid off TAIWAN SEMICONDUCTOR MFG LTD (TSM), INTUIT (INTU) and COSTAR GROUP INC (CSGP) stocks. They significantly reduced their stock positions in EOG RES INC (EOG), VERISIGN INC (VRSN) and VEEVA SYS INC (VEEV). LGT Group Foundation opened new stock positions in ASTRAZENECA PLC, MASTEC INC (MTZ) and DOMINION ENERGY INC (D). The fund showed a lot of confidence in some stocks as they added substantially to SYNOPSYS INC (SNPS), COSTCO WHOLESALE CORPORATION (COST) and DICKS SPORTING GOODS INC (DKS).
LGT Group Foundation Equity Portfolio Value
Last Reported on: 28 Apr, 2026

LGT Group Foundation Annual Return Estimates Vs S&P 500

Our best estimate is that LGT Group Foundation made a return of -6.47% in the last quarter. In trailing 12 months, it's portfolio return was 15.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc367,204,000
mastec inc26,115,300
dominion energy inc9,909,500
sofi technologies inc4,892,630
sunbelt rentals holdings inc1,409,460
texas pacific land corporati1,133,250
the campbells company373,134
main str cap corp345,935
New stocks bought by LGT Group Foundation

Additions

Ticker% Inc.
synopsys inc1,489
costco wholesale corporation495
dicks sporting goods inc406
idexx labs inc378
stryker corporation328
capital one finl corp323
comfort sys usa inc298
caterpillar inc283
Additions to existing portfolio by LGT Group Foundation

Reductions

Ticker% Reduced
eog res inc-96.85
verisign inc-96.08
veeva sys inc-91.61
netapp inc-90.93
spotify technology s a-85.32
equifax inc-82.51
workday inc-81.31
baxter intl inc-75.27
LGT Group Foundation reduced stake in above stock

Sold off

Ticker$ Sold
taiwan semiconductor mfg ltd-388,721,000
costar group inc-23,597,100
intuit-64,269,600
canadian pacific kansas city-3,709,140
baker hughes company-1,858,440
astrazeneca plc-3,429,900
occidental pete corp-1,439,320
ge vernova inc-16,615,000
LGT Group Foundation got rid off the above stocks

Sector Distribution

LGT Group Foundation has about 27.6% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Utilities
  • Energy
  • Real Estate
Sector%
Technology27.6
Others13.5
Financial Services12.8
Healthcare10.6
Communication Services10.3
Consumer Cyclical7.2
Industrials4.9
Consumer Defensive4.6
Utilities3.1
Energy3
Real Estate1.8

Market Cap. Distribution

LGT Group Foundation has about 85.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP61.1
LARGE-CAP24.2
UNALLOCATED13.5
MID-CAP1.3

Stocks belong to which Index?

About 82.4% 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 50082.4
Others17.5
Top 5 Winners (%)%
DOW
dow hldgs inc
77.0 %
LITE
lumentum hldgs inc
67.2 %
WDC
western digital corp
52.1 %
VLO
valero energy corp
49.2 %
MPC
marathon pete corp
48.0 %
Top 5 Winners ($)$
totalenergies se
54.5 M
XOM
exxon mobil corp
36.3 M
NEE
nextera energy inc
25.9 M
JNJ
johnson & johnson
16.9 M
WDC
western digital corp
15.0 M
Top 5 Losers (%)%
HUBS
hubspot inc
-39.0 %
APP
applovin corp
-35.9 %
BSX
boston scientific corp
-34.6 %
HDB
hdfc bank ltd
-31.3 %
IQ
iqiyi inc
-30.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-174.8 M
LLY
eli lilly & co
-71.1 M
ACN
accenture plc ireland
-45.0 M
GOOG
alphabet inc
-42.9 M
AMZN
amazon com inc
-41.9 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 280 stocks in it's portfolio. About 45% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for LGT Group Foundation last quarter.

Last Reported on: 28 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions