LGT Group Foundation
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), LGT Group Foundation reported 261 stock positions worth $4.2 billion. Its top holding was Microsoft (MSFT) at 8.4% of the portfolio, followed by Apple (AAPL, 4.9%) and Amazon.com (AMZN, 4.3%). Compared with Q4 2023, it opened 32 new positions, sold out of 21, added to 72 and reduced 144. The biggest buy was UBS Group AG-Reg (UBS, shares +763%) and the biggest sale Apple (AAPL, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- VADUZ, N2
- CIK
- 0001911278
- Portfolio Value
- $4.2B (Q1 2024)
- SEC Filing
- 0001911278-24-000004 ↗ filed May 14, 2024
Holdings Value
Holdings 261 stocks · $4.2B
| MSFT Microsoft Corp. | 8.43% | 848,348 | $356.9M | Reduce -13.6% |
| AAPL Apple Inc. | 4.91% | 1,212,244 | $207.9M | Reduce -18.1% |
| AMZN Amazon.com Inc. | 4.32% | 1,012,894 | $182.7M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 3.70% | 1,038,241 | $156.7M | Reduce -10.3% |
| NVDA Nvidia Corp. | 3.60% | 168,712 | $152.4M | Reduce -28.3% |
| LLY Eli Lilly & Co. | 2.67% | 145,281 | $113.0M | Reduce -32.8% |
| MA Mastercard Inc. Class A | 2.56% | 224,705 | $108.2M | Add +2.0% |
| AVGO Broadcom Inc. | 2.51% | 80,282 | $106.4M | Reduce -24.0% |
| JPM JPMorgan Chase & Co. | 2.47% | 521,909 | $104.5M | Reduce -20.8% |
| ACN Accenture PLC Class A | 2.22% | 270,649 | $93.8M | Reduce -14.9% |
| MRK Merck & Co. Inc. | 2.13% | 684,379 | $90.3M | Reduce -1.2% |
| UBS UBS Group AG-Reg | 2.06% | 2,835,384 | $87.1M | Add +763.0% |
| JNJ Johnson & Johnson | 1.87% | 499,364 | $79.0M | Add +2.3% |
| V Visa Inc. Class A | 1.75% | 265,087 | $74.0M | Reduce -2.1% |
| ADBE Adobe Inc. | 1.50% | 126,251 | $63.7M | Reduce -6.8% |
| FTNT Fortinet Inc. | 1.38% | 853,486 | $58.3M | Add +14.0% |
| GOOG Alphabet Inc. Class C | 1.23% | 340,808 | $51.9M | Reduce -4.3% |
| IQV Iqvia Holdings Inc. | 1.21% | 203,341 | $51.4M | Reduce -14.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.20% | 1,336,541 | $50.7M | Reduce -20.5% |
| COP Conocophillips | 1.15% | 381,373 | $48.5M | Add +10.2% |
| ICE Intercontinental Exchange Inc. | 1.12% | 346,032 | $47.6M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 1.12% | 97,365 | $47.3M | Reduce -18.6% |
| HD Home Depot Inc. | 1.10% | 121,886 | $46.8M | Reduce -11.3% |
| FAST Fastenal Co. | 1.10% | 604,195 | $46.6M | Reduce -3.1% |
| ALC Alcon Inc. filed as ALCON AG | 1.09% | 556,022 | $46.1M | Add +4.4% |
| BKNG Booking Holdings Inc. | 1.09% | 12,697 | $46.1M | Reduce -15.3% |
| SHW The Sherwin-Williams Co. | 1.09% | 132,510 | $46.0M | New |
| ABNB Airbnb Inc. Class A | 0.97% | 250,093 | $41.3M | Reduce -18.0% |
| NYT New York Times Co. Class A | 0.93% | 912,422 | $39.4M | Add +1.0% |
| AME Ametek Inc. | 0.92% | 214,002 | $39.1M | Add +20.2% |
| PEP Pepsico Inc. | 0.92% | 223,012 | $39.0M | Reduce -8.4% |
| NOW ServiceNow Inc. | 0.91% | 50,332 | $38.4M | Reduce -21.7% |
| CMCSA Comcast Corp. Class A | 0.89% | 871,137 | $37.8M | Reduce -0.5% |
| LOGI Logitech International-Reg | 0.89% | 420,702 | $37.7M | Reduce -8.8% |
| ELV Elevance Health Inc. | 0.89% | 72,625 | $37.7M | Reduce -6.5% |
| PG The Procter & Gamble Co. | 0.86% | 223,930 | $36.3M | Reduce -8.3% |
| BLK BlackRock Finance Inc. | 0.85% | 43,184 | $36.0M | Reduce -19.6% |
| KO The Coca-Cola Co. | 0.85% | 588,192 | $36.0M | Add +12.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 73,970 | $31.1M | Add +2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.61% | 135,220 | $25.8M | Add +3.0% |
| ROP Roper Technologies Inc. | 0.58% | 44,138 | $24.8M | Add +13.2% |
| TSLA Tesla Inc. | 0.58% | 138,552 | $24.4M | Reduce -49.9% |
| TXN Texas Instruments Inc. | 0.54% | 132,195 | $23.0M | Reduce -9.0% |
| ANET Arista Networks Inc. | 0.50% | 73,323 | $21.3M | Reduce -46.7% |
| ISRG Intuitive Surgical Inc. | 0.49% | 52,376 | $20.9M | Reduce -40.1% |
| CL Colgate-Palmolive Co. | 0.49% | 229,541 | $20.7M | Reduce -8.5% |
| PFE Pfizer Inc. | 0.47% | 724,601 | $20.1M | Add +5.9% |
| DHR Danaher Corp. | 0.46% | 78,603 | $19.6M | Add +95.6% |
| EQIX Equinix Inc. | 0.46% | 23,616 | $19.5M | Reduce -32.2% |
| WAT Waters Corp. | 0.42% | 51,728 | $17.8M | Reduce -7.0% |
| MSI Motorola Solutions Inc. | 0.42% | 49,750 | $17.7M | Reduce -14.5% |
| COST Costco Wholesale Corp. | 0.41% | 23,614 | $17.3M | Reduce -19.0% |
| CSCO Cisco Systems Inc. | 0.40% | 339,240 | $16.9M | Add +7.5% |
| TT Trane Technologies PLC | 0.39% | 55,600 | $16.7M | Reduce -15.6% |
| PXD Pioneer Natural Resources Co. | 0.38% | 61,658 | $16.2M | Add +1.1% |
| ULTA Ulta Beauty Inc. | 0.37% | 29,901 | $15.6M | Reduce -6.2% |
| VEEV Veeva Systems Inc. Class A | 0.37% | 67,207 | $15.6M | Add +14.4% |
| C Citigroup Inc. | 0.36% | 242,722 | $15.3M | Reduce -29.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.36% | 47,590 | $15.3M | Reduce -36.2% |
| CPRT Copart Inc. | 0.36% | 261,267 | $15.1M | Add +15.2% |
| SLF Sun Life Financial Inc. | 0.36% | 276,886 | $15.1M | Reduce -15.3% |
| NTAP Netapp Inc. | 0.36% | 143,454 | $15.1M | Reduce -50.9% |
| MNST Monster Beverage Corp. | 0.35% | 252,361 | $15.0M | Add +7.7% |
| MDLZ Mondelez International Inc. Class A | 0.35% | 208,983 | $14.6M | Add +2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 119,168 | $14.6M | Reduce -37.8% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.34% | 182,781 | $14.6M | Add +2.4% |
| CVX Chevron Corp. | 0.34% | 91,092 | $14.4M | Add +0.1% |
| MPC Marathon Petroleum Corp. | 0.32% | 67,971 | $13.7M | Reduce -33.1% |
| AMD Advanced Micro Devices | 0.32% | 74,863 | $13.5M | Reduce -60.3% |
| NXPI NXP Semiconductors NV | 0.30% | 51,485 | $12.7M | Add +1.9% |
| AMAT Applied Materials Inc. | 0.29% | 60,095 | $12.4M | Reduce -37.3% |
| EMR Emerson Electric Co. | 0.29% | 108,807 | $12.3M | Reduce -55.0% |
| CSGP Costar Group Inc. | 0.28% | 124,729 | $12.0M | Add +110.6% |
| HSIC Henry Schein Inc. | 0.28% | 158,191 | $11.9M | Add +18.1% |
| EOG EOG Resources Inc. | 0.28% | 92,954 | $11.9M | Add +5.4% |
| SPG Simon Property Group Inc. | 0.28% | 75,327 | $11.8M | Reduce -32.4% |
| WELL Welltower Inc. | 0.27% | 122,481 | $11.4M | Reduce -11.9% |
| VZ Verizon Communications Inc. | 0.27% | 270,892 | $11.4M | Reduce -15.7% |
| PGR Progressive Corp. | 0.27% | 54,757 | $11.3M | New |
| ENPH Enphase Energy Inc. | 0.27% | 93,431 | $11.3M | Reduce -25.4% |
| T AT&T Inc. | 0.27% | 637,745 | $11.2M | Reduce -3.0% |
| SNPS Synopsys Inc. | 0.26% | 19,604 | $11.2M | Reduce -39.7% |
| PANW Palo Alto Networks Inc. | 0.26% | 39,118 | $11.1M | Reduce -31.2% |
| ENB Enbridge Inc. | 0.25% | 296,844 | $10.8M | Reduce -31.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.25% | 182,860 | $10.5M | Reduce -23.1% |
| UNH Unitedhealth Group Inc. | 0.24% | 20,550 | $10.2M | Reduce -35.0% |
| ORCL Oracle Corp. | 0.24% | 80,012 | $10.1M | Reduce -42.9% |
| CNI Canadian Natl Railway Co. | 0.23% | 73,241 | $9.6M | Add +3.6% |
| AEM Agnico Eagle Mines Ltd. | 0.22% | 157,518 | $9.4M | Add +15.6% |
| PH Parker Hannifin Corp. | 0.22% | 16,443 | $9.1M | Reduce -70.0% |
| NEE Nextera Energy Inc. | 0.22% | 142,500 | $9.1M | Reduce -6.0% |
| MU Micron Technology Inc. | 0.21% | 75,317 | $8.9M | Reduce -54.9% |
| VRSK Verisk Analytics Inc. | 0.21% | 37,070 | $8.7M | Add +16.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.20% | 153,517 | $8.4M | Reduce -2.1% |
| O Realty Income Corp. | 0.20% | 155,340 | $8.4M | Reduce -30.3% |
| NVT Nvent Electric PLC | 0.19% | 107,860 | $8.1M | Add +3.6% |
| MSM MSC Industrial Direct Co. Class A | 0.19% | 83,076 | $8.1M | Reduce -0.4% |
| GLW Corning Inc. | 0.19% | 242,378 | $8.0M | Reduce -1.4% |
| KLAC KLA Corp. | 0.18% | 10,766 | $7.5M | Reduce -54.4% |
| COHR Coherent Corp. | 0.18% | 123,827 | $7.5M | Add +4.1% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -18.1% | 4.91% | −1.42 |
| TSLA Tesla Inc. | Reduce -49.9% | 0.58% | −0.97 |
| CB Chubb Ltd. | Reduce -0.6% | 0.00% | −0.93 |
| ADI Analog Devices Inc. | Reduce -96.3% | 0.03% | −0.63 |
| SWKS Skyworks Solutions Inc. | Reduce -98.1% | 0.01% | −0.61 |
| HES Hess Corp. | Reduce -92.3% | 0.05% | −0.55 |
| PH Parker Hannifin Corp. | Reduce -70.0% | 0.22% | −0.34 |
| AMD Advanced Micro Devices | Reduce -60.3% | 0.32% | −0.30 |
| ADBE Adobe Inc. | Reduce -6.8% | 1.50% | −0.28 |
| ACN Accenture PLC Class A | Reduce -14.9% | 2.22% | −0.25 |
| EMR Emerson Electric Co. | Reduce -55.0% | 0.29% | −0.23 |
| ANET Arista Networks Inc. | Reduce -46.7% | 0.50% | −0.22 |
| NTAP Netapp Inc. | Reduce -50.9% | 0.36% | −0.21 |
| ZTS Zoetis Inc. | Reduce -50.5% | 0.17% | −0.20 |
| BMY Bristol-Myers Squibb Co. | Reduce -59.0% | 0.15% | −0.17 |
| EQIX Equinix Inc. | Reduce -32.2% | 0.46% | −0.17 |
| ISRG Intuitive Surgical Inc. | Reduce -40.1% | 0.49% | −0.16 |
| DDOG Datadog Inc. Class A | Reduce -54.6% | 0.13% | −0.14 |
| KLAC KLA Corp. | Reduce -54.4% | 0.18% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -35.0% | 0.24% | −0.13 |
| MMM 3M Co. | Reduce -80.2% | 0.03% | −0.12 |
| HUBS HubSpot Inc. | Reduce -55.2% | 0.13% | −0.12 |
| CP Canadian Pacific Kansas City | Reduce -71.3% | 0.06% | −0.12 |
| BLK BlackRock Finance Inc. | Reduce -19.6% | 0.85% | −0.12 |
| RNR Renaissancere Holdings Ltd. | Sold out | 0.00% | −0.11 |
| MRVL Marvell Technology Inc. | Reduce -55.7% | 0.13% | −0.11 |
| PANW Palo Alto Networks Inc. | Reduce -31.2% | 0.26% | −0.11 |
| MU Micron Technology Inc. | Reduce -54.9% | 0.21% | −0.11 |
| SNPS Synopsys Inc. | Reduce -39.7% | 0.26% | −0.11 |
| SNOW Snowflake Inc. | Reduce -56.0% | 0.06% | −0.11 |
| ENPH Enphase Energy Inc. | Reduce -25.4% | 0.27% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -32.8% | 2.67% | −0.10 |
| AVGO Broadcom Inc. | Reduce -24.0% | 2.51% | −0.10 |
| ENB Enbridge Inc. | Reduce -31.9% | 0.25% | −0.09 |
| ORCL Oracle Corp. | Reduce -42.9% | 0.24% | −0.09 |
| NOW ServiceNow Inc. | Reduce -21.7% | 0.91% | −0.09 |
| O Realty Income Corp. | Reduce -30.3% | 0.20% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -15.3% | 1.09% | −0.09 |
| NET Cloudflare Inc. Class A | Reduce -55.2% | 0.10% | −0.08 |
| INTC Intel Corp. | Reduce -30.7% | 0.16% | −0.08 |
| MCHP Microchip Technology Inc. | Reduce -92.8% | 0.01% | −0.08 |
| AMT American Tower Corp. | Reduce -29.4% | 0.17% | −0.08 |
| SPG Simon Property Group Inc. | Reduce -32.4% | 0.28% | −0.08 |
| SPGI S&P Global Inc. | Reduce -77.6% | 0.02% | −0.08 |
| MTH Meritage Homes Corp. | Reduce -53.7% | 0.07% | −0.07 |
| LOGI Logitech International-Reg | Reduce -8.8% | 0.89% | −0.07 |
| KT KT Corp.-SP ADR | Reduce -4.7% | 0.00% | −0.07 |
| AMBA Ambarella Inc. | Sold out | 0.00% | −0.07 |
| CRM Salesforce Inc. | Reduce -53.2% | 0.09% | −0.07 |
| SBUX Starbucks Corp. | Reduce -37.1% | 0.12% | −0.07 |
Portfolio Buys Q4 2023 → Q1 2024
| UBS UBS Group AG-Reg | Add +763.0% | 2.06% | +1.83 |
| SHW The Sherwin-Williams Co. | New | 1.09% | +1.09 |
| AMZN Amazon.com Inc. | Add +5.0% | 4.32% | +1.05 |
| MA Mastercard Inc. Class A | Add +2.0% | 2.56% | +0.48 |
| FTNT Fortinet Inc. | Add +14.0% | 1.38% | +0.40 |
| AME Ametek Inc. | Add +20.2% | 0.92% | +0.28 |
| PGR Progressive Corp. | New | 0.27% | +0.27 |
| DHR Danaher Corp. | Add +95.6% | 0.46% | +0.26 |
| COP Conocophillips | Add +10.2% | 1.15% | +0.26 |
| JNJ Johnson & Johnson | Add +2.3% | 1.87% | +0.18 |
| KO The Coca-Cola Co. | Add +12.8% | 0.85% | +0.17 |
| ALC Alcon Inc. | Add +4.4% | 1.09% | +0.17 |
| CSGP Costar Group Inc. | Add +110.6% | 0.28% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.8% | 0.73% | +0.17 |
| IBM Intl Business Machines Corp. | Add +3.0% | 0.61% | +0.14 |
| RSG Republic Services Inc. | New | 0.13% | +0.13 |
| DELL Dell Technologies -C | New | 0.13% | +0.13 |
| MSCI MSCI Inc. | New | 0.13% | +0.13 |
| VEEV Veeva Systems Inc. Class A | Add +14.4% | 0.37% | +0.12 |
| ROP Roper Technologies Inc. | Add +13.2% | 0.58% | +0.11 |
| CPRT Copart Inc. | Add +15.2% | 0.36% | +0.11 |
| CMG Chipotle Mexican Grill Inc. | Add +111.0% | 0.14% | +0.09 |
| FSLR First Solar Inc. | New | 0.09% | +0.09 |
| XYL Xylem Inc. | Add +88.9% | 0.14% | +0.08 |
| PXD Pioneer Natural Resources Co. | Add +1.1% | 0.38% | +0.08 |
| COHR Coherent Corp. | Add +4.1% | 0.18% | +0.06 |
| HSIC Henry Schein Inc. | Add +18.1% | 0.28% | +0.06 |
| AEM Agnico Eagle Mines Ltd. | Add +15.6% | 0.22% | +0.06 |
| MNST Monster Beverage Corp. | Add +7.7% | 0.35% | +0.06 |
| NVT Nvent Electric PLC | Add +3.6% | 0.19% | +0.06 |
| CELH Celsius Holdings Inc. | Add +4.8% | 0.14% | +0.06 |
| CSCO Cisco Systems Inc. | Add +7.5% | 0.40% | +0.05 |
| MTZ Mastec Inc. | Add +5.3% | 0.17% | +0.05 |
| EOG EOG Resources Inc. | Add +5.4% | 0.28% | +0.04 |
| NXPI NXP Semiconductors NV | Add +1.9% | 0.30% | +0.04 |
| PFE Pfizer Inc. | Add +5.9% | 0.47% | +0.04 |
| VRSK Verisk Analytics Inc. | Add +16.9% | 0.21% | +0.04 |
| URI United Rentals Inc. | Add +3.1% | 0.14% | +0.04 |
| CVX Chevron Corp. | Add +0.1% | 0.34% | +0.04 |
| FWRG First Watch Restaurant Group | Add +4.2% | 0.14% | +0.04 |
| STX Seagate Technology Holdings | Add +13.5% | 0.16% | +0.04 |
| CNI Canadian Natl Railway Co. | Add +3.6% | 0.23% | +0.03 |
| HWM Howmet Aerospace Inc. | Add +3.5% | 0.11% | +0.03 |
| CLH Clean Harbors Inc. | Add +5.4% | 0.13% | +0.03 |
| TTEK Tetra Tech Inc. | New | 0.03% | +0.03 |
| FTV Fortive Corp. | Add +3.3% | 0.12% | +0.03 |
| MANH Manhattan Associates Inc. | Add +5.0% | 0.11% | +0.03 |
| MITK Mitek Systems Inc. | Add +5.0% | 0.14% | +0.02 |
| USFD US Foods Holding Corp. | Add +3.3% | 0.10% | +0.02 |
| PTC PTC Inc. | Add +4.2% | 0.14% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 284 | $8.8B | GOOGL, MSFT, AAPL, NVDA, LLY |
| Q1 2026 | 283 | $8.2B | MSFT, GOOGL, AAPL, NVDA, LLY |
| Q4 2025 | 290 | $9.2B | MSFT, LLY, GOOGL, AAPL, NVDA |
| Q3 2025 | 284 | $8.7B | MSFT, NVDA, AAPL, LLY, AMZN |
| Q2 2025 | 290 | $8.0B | MSFT, AMZN, NVDA, LLY, AAPL |
| Q1 2025 | 288 | $7.3B | MSFT, AAPL, AMZN, LLY, MA |
| Q4 2024 | 272 | $6.5B | MSFT, AAPL, AMZN, GOOGL, LLY |
| Q3 2024 | 283 | $6.1B | MSFT, AAPL, AMZN, LLY, GOOGL |
| Q2 2024 | 271 | $6.3B | MSFT, AAPL, AMZN, LLY, GOOGL |
| Q1 2024 | 261 | $4.2B | MSFT, AAPL, AMZN, GOOGL, NVDA |