LGT Group Foundation
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), LGT Group Foundation reported 271 stock positions worth $6.3 billion. Its top holding was Microsoft (MSFT) at 9.8% of the portfolio, followed by Apple (AAPL, 6.2%) and Amazon.com (AMZN, 5.6%). Compared with Q1 2024, it opened 32 new positions, sold out of 23, added to 137 and reduced 86. The biggest buy was Eli Lilly (LLY, shares +172%) and the biggest sale Johnson & Johnson (JNJ, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- VADUZ, N2
- CIK
- 0001911278
- Portfolio Value
- $6.3B (Q2 2024)
- SEC Filing
- 0001911278-24-000005 ↗ filed Aug 7, 2024
Holdings Value
Holdings 271 stocks · $6.3B
| MSFT Microsoft Corp. | 9.85% | 1,396,605 | $624.2M | Add +64.6% |
| AAPL Apple Inc. | 6.20% | 1,865,175 | $392.8M | Add +53.9% |
| AMZN Amazon.com Inc. | 5.64% | 1,848,504 | $357.2M | Add +82.5% |
| LLY Eli Lilly & Co. | 5.64% | 394,553 | $357.2M | Add +171.6% |
| GOOGL Alphabet Inc. Class A | 4.83% | 1,679,470 | $305.9M | Add +61.8% |
| MA Mastercard Inc. Class A | 3.48% | 499,745 | $220.5M | Add +122.4% |
| NVDA Nvidia Corp. | 3.01% | 1,520,776 | $191.0M | Reduce -9.9% |
| ACN Accenture PLC Class A | 2.63% | 549,344 | $166.7M | Add +103.0% |
| AVGO Broadcom Inc. | 2.14% | 84,560 | $135.8M | Add +5.3% |
| PG The Procter & Gamble Co. | 2.14% | 822,596 | $135.7M | Add +267.4% |
| NEE Nextera Energy Inc. | 1.69% | 1,514,482 | $107.2M | Add +962.8% |
| JPM JPMorgan Chase & Co. | 1.62% | 506,145 | $102.4M | Reduce -3.0% |
| UBS UBS Group AG-Reg | 1.60% | 3,429,731 | $101.3M | Add +21.0% |
| TTEK Tetra Tech Inc. | 1.59% | 491,444 | $100.5M | Add +7481.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.55% | 2,472,217 | $98.3M | Add +85.0% |
| HD Home Depot Inc. | 1.46% | 269,368 | $92.7M | Add +121.0% |
| MRK Merck & Co. Inc. | 1.36% | 697,137 | $86.3M | Add +1.9% |
| CRH CRH PLC | 1.36% | 1,599,827 | $86.3M | Add +8189.3% |
| KO The Coca-Cola Co. | 1.20% | 1,197,081 | $76.2M | Add +103.5% |
| V Visa Inc. Class A | 1.14% | 275,611 | $72.3M | Add +4.0% |
| META Meta Platforms Inc. Class A | 1.13% | 141,680 | $71.4M | Add +45.5% |
| ABNB Airbnb Inc. Class A | 1.11% | 463,570 | $70.3M | Add +85.4% |
| WST West Pharmaceutical Services | 1.09% | 209,034 | $68.9M | New |
| ADSK Autodesk Inc. | 1.07% | 273,154 | $67.6M | Add +76844.8% |
| GOOG Alphabet Inc. Class C | 1.00% | 345,923 | $63.4M | Add +1.5% |
| JNJ Johnson & Johnson | 0.99% | 429,369 | $62.8M | Reduce -14.0% |
| ADBE Adobe Inc. | 0.96% | 109,207 | $60.7M | Reduce -13.5% |
| FTNT Fortinet Inc. | 0.86% | 906,198 | $54.6M | Add +6.2% |
| NOW ServiceNow Inc. | 0.83% | 66,797 | $52.5M | Add +32.7% |
| ICE Intercontinental Exchange Inc. | 0.81% | 373,111 | $51.1M | Add +7.8% |
| BKNG Booking Holdings Inc. | 0.80% | 12,876 | $51.0M | Add +1.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.79% | 562,762 | $50.2M | Add +1.2% |
| COP Conocophillips | 0.77% | 427,921 | $48.9M | Add +12.2% |
| SHW The Sherwin-Williams Co. | 0.75% | 159,041 | $47.5M | Add +20.0% |
| NYT New York Times Co. Class A | 0.70% | 865,764 | $44.3M | Reduce -5.1% |
| BSX Boston Scientific Corp. | 0.70% | 573,791 | $44.2M | Add +170671.1% |
| IQV Iqvia Holdings Inc. | 0.69% | 205,500 | $43.5M | Add +1.1% |
| FAST Fastenal Co. | 0.63% | 639,162 | $40.2M | Add +5.8% |
| LOGI Logitech International-Reg | 0.63% | 413,821 | $40.0M | Reduce -1.6% |
| ELV Elevance Health Inc. | 0.62% | 72,245 | $39.1M | Reduce -0.5% |
| AME Ametek Inc. | 0.59% | 222,617 | $37.1M | Add +4.0% |
| CMCSA Comcast Corp. Class A | 0.57% | 929,444 | $36.4M | Add +6.7% |
| BLK BlackRock Finance Inc. | 0.56% | 44,678 | $35.2M | Add +3.5% |
| PLD Prologis Inc. | 0.54% | 303,845 | $34.1M | Add +216932.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 78,986 | $32.1M | Add +6.8% |
| TXN Texas Instruments Inc. | 0.46% | 151,229 | $29.4M | Add +14.4% |
| INTU Intuit Inc. | 0.45% | 43,052 | $28.3M | Add +297.0% |
| TSLA Tesla Inc. | 0.44% | 139,696 | $27.6M | Add +0.8% |
| ANET Arista Networks Inc. | 0.42% | 75,089 | $26.3M | Add +2.4% |
| ISRG Intuitive Surgical Inc. | 0.39% | 55,026 | $24.5M | Add +5.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 140,541 | $24.3M | Add +3.9% |
| AMRC Ameresco Inc. Class A | 0.38% | 705,479 | $24.0M | New |
| DHR Danaher Corp. | 0.37% | 93,152 | $23.3M | Add +18.5% |
| AMAT Applied Materials Inc. | 0.35% | 92,724 | $21.9M | Add +54.3% |
| PFE Pfizer Inc. | 0.33% | 742,875 | $20.8M | Add +2.5% |
| ROP Roper Technologies Inc. | 0.33% | 36,719 | $20.7M | Reduce -16.8% |
| XOM Exxon Mobil Corp. | 0.32% | 177,304 | $20.4M | Add +667.3% |
| NTAP Netapp Inc. | 0.30% | 147,489 | $19.0M | Add +2.8% |
| MDLZ Mondelez International Inc. Class A | 0.29% | 281,720 | $18.4M | Add +34.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.29% | 47,920 | $18.4M | Add +0.7% |
| EQIX Equinix Inc. | 0.29% | 23,905 | $18.1M | Add +1.2% |
| EMR Emerson Electric Co. | 0.28% | 161,870 | $17.8M | Add +48.8% |
| CL Colgate-Palmolive Co. | 0.28% | 180,524 | $17.5M | Reduce -21.4% |
| WAT Waters Corp. | 0.27% | 59,334 | $17.2M | Add +14.7% |
| C Citigroup Inc. | 0.26% | 260,149 | $16.5M | Add +7.2% |
| TT Trane Technologies PLC | 0.26% | 50,037 | $16.5M | Reduce -10.0% |
| MNST Monster Beverage Corp. | 0.25% | 317,995 | $15.9M | Add +26.0% |
| CSCO Cisco Systems Inc. | 0.25% | 332,815 | $15.8M | Reduce -1.9% |
| CVX Chevron Corp. | 0.24% | 96,643 | $15.1M | Add +6.1% |
| COST Costco Wholesale Corp. | 0.24% | 17,700 | $15.0M | Reduce -25.0% |
| VEEV Veeva Systems Inc. Class A | 0.23% | 79,787 | $14.6M | Add +18.7% |
| PANW Palo Alto Networks Inc. | 0.22% | 41,241 | $14.0M | Add +5.4% |
| PGR Progressive Corp. | 0.22% | 67,259 | $14.0M | Add +22.8% |
| ABBV Abbvie Inc. | 0.22% | 80,454 | $13.8M | Add +679.4% |
| PEP Pepsico Inc. | 0.21% | 82,309 | $13.6M | Reduce -63.1% |
| T AT&T Inc. | 0.20% | 671,297 | $12.8M | Add +5.3% |
| VZ Verizon Communications Inc. | 0.20% | 299,697 | $12.4M | Add +10.6% |
| HSIC Henry Schein Inc. | 0.20% | 192,770 | $12.4M | Add +21.9% |
| MPC Marathon Petroleum Corp. | 0.19% | 69,833 | $12.1M | Add +2.7% |
| EOG EOG Resources Inc. | 0.19% | 96,170 | $12.1M | Add +3.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.19% | 195,854 | $11.7M | Add +7.1% |
| NXPI NXP Semiconductors NV | 0.18% | 43,101 | $11.6M | Reduce -16.3% |
| SNPS Synopsys Inc. | 0.17% | 18,380 | $10.9M | Reduce -6.2% |
| ORCL Oracle Corp. | 0.17% | 76,686 | $10.8M | Reduce -4.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 108,625 | $10.8M | Reduce -8.8% |
| SPG Simon Property Group Inc. | 0.17% | 70,222 | $10.7M | Reduce -6.8% |
| CSGP Costar Group Inc. | 0.17% | 143,147 | $10.6M | Add +14.8% |
| VRSK Verisk Analytics Inc. | 0.17% | 38,886 | $10.5M | Add +4.9% |
| MU Micron Technology Inc. | 0.16% | 77,522 | $10.2M | Add +2.9% |
| GLW Corning Inc. | 0.16% | 256,518 | $10.0M | Add +5.8% |
| ENB Enbridge Inc. | 0.16% | 280,016 | $10.0M | Reduce -5.7% |
| UNH Unitedhealth Group Inc. | 0.15% | 19,029 | $9.7M | Reduce -7.4% |
| ENPH Enphase Energy Inc. | 0.15% | 94,407 | $9.4M | Add +1.0% |
| AEM Agnico Eagle Mines Ltd. | 0.15% | 143,645 | $9.4M | Reduce -8.8% |
| WELL Welltower Inc. | 0.15% | 90,013 | $9.4M | Reduce -26.5% |
| CNI Canadian Natl Railway Co. | 0.15% | 78,425 | $9.3M | Add +7.1% |
| CMG Chipotle Mexican Grill Inc. | 0.14% | 145,000 | $9.1M | Add +39.4% |
| KLAC KLA Corp. | 0.14% | 10,968 | $9.0M | Add +1.9% |
| QCOM Qualcomm Inc. | 0.14% | 44,830 | $8.9M | Add +2400.3% |
| AMD Advanced Micro Devices | 0.14% | 53,840 | $8.7M | Reduce -28.1% |
Portfolio Sells Q1 2024 → Q2 2024
| JNJ Johnson & Johnson | Reduce -14.0% | 0.99% | −0.88 |
| JPM JPMorgan Chase & Co. | Reduce -3.0% | 1.62% | −0.85 |
| PEP Pepsico Inc. | Reduce -63.1% | 0.21% | −0.71 |
| NVDA Nvidia Corp. | Reduce -9.9% | 3.01% | −0.59 |
| ADBE Adobe Inc. | Reduce -13.5% | 0.96% | −0.55 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.38 |
| MSI Motorola Solutions Inc. | Reduce -84.0% | 0.05% | −0.37 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.36 |
| SLF Sun Life Financial Inc. | Reduce -94.3% | 0.01% | −0.34 |
| ULTA Ulta Beauty Inc. | Reduce -82.6% | 0.03% | −0.34 |
| ELV Elevance Health Inc. | Reduce -0.5% | 0.62% | −0.27 |
| LOGI Logitech International-Reg | Reduce -1.6% | 0.63% | −0.26 |
| ROP Roper Technologies Inc. | Reduce -16.8% | 0.33% | −0.26 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -46.1% | 0.11% | −0.23 |
| NYT New York Times Co. Class A | Reduce -5.1% | 0.70% | −0.23 |
| CL Colgate-Palmolive Co. | Reduce -21.4% | 0.28% | −0.21 |
| AMD Advanced Micro Devices | Reduce -28.1% | 0.14% | −0.18 |
| DIS The Walt Disney Co. | Reduce -8.8% | 0.17% | −0.17 |
| COST Costco Wholesale Corp. | Reduce -25.0% | 0.24% | −0.17 |
| SNA Snap-on Inc. | Reduce -95.5% | 0.00% | −0.15 |
| CSCO Cisco Systems Inc. | Reduce -1.9% | 0.25% | −0.15 |
| TT Trane Technologies PLC | Reduce -10.0% | 0.26% | −0.13 |
| WELL Welltower Inc. | Reduce -26.5% | 0.15% | −0.12 |
| NXPI NXP Semiconductors NV | Reduce -16.3% | 0.18% | −0.12 |
| BMY Bristol-Myers Squibb Co. | Reduce -52.5% | 0.04% | −0.11 |
| SPG Simon Property Group Inc. | Reduce -6.8% | 0.17% | −0.11 |
| INTC Intel Corp. | Reduce -23.2% | 0.06% | −0.10 |
| ENB Enbridge Inc. | Reduce -5.7% | 0.16% | −0.10 |
| SNPS Synopsys Inc. | Reduce -6.2% | 0.17% | −0.09 |
| PH Parker Hannifin Corp. | Reduce -4.8% | 0.12% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -7.4% | 0.15% | −0.09 |
| VICR Vicor Corp. | Sold out | 0.00% | −0.08 |
| CELH Celsius Holdings Inc. | Reduce -1.2% | 0.06% | −0.07 |
| HUBS HubSpot Inc. | Reduce -33.8% | 0.05% | −0.07 |
| AEM Agnico Eagle Mines Ltd. | Reduce -8.8% | 0.15% | −0.07 |
| MITK Mitek Systems Inc. | Reduce -7.3% | 0.07% | −0.07 |
| FWRG First Watch Restaurant Group | Reduce -2.2% | 0.06% | −0.07 |
| SBUX Starbucks Corp. | Reduce -32.4% | 0.04% | −0.07 |
| MRVL Marvell Technology Inc. | Reduce -27.2% | 0.06% | −0.07 |
| O Realty Income Corp. | Reduce -0.5% | 0.13% | −0.07 |
| NVT Nvent Electric PLC | Reduce -4.7% | 0.12% | −0.07 |
| ORCL Oracle Corp. | Reduce -4.2% | 0.17% | −0.07 |
| AMT American Tower Corp. | Reduce -1.4% | 0.11% | −0.06 |
| MCO Moody's Corp. | Reduce -12.6% | 0.10% | −0.06 |
| MSCI MSCI Inc. | Reduce -6.4% | 0.07% | −0.06 |
| URI United Rentals Inc. | Reduce -3.0% | 0.08% | −0.06 |
| UPS United Parcel Service Class B | Reduce -7.4% | 0.08% | −0.06 |
| PTC PTC Inc. | Reduce -4.6% | 0.08% | −0.05 |
| NET Cloudflare Inc. Class A | Reduce -8.0% | 0.05% | −0.05 |
| MTZ Mastec Inc. | Reduce -6.4% | 0.12% | −0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| LLY Eli Lilly & Co. | Add +171.6% | 5.64% | +2.97 |
| TTEK Tetra Tech Inc. | Add +7481.7% | 1.59% | +1.56 |
| NEE Nextera Energy Inc. | Add +962.8% | 1.69% | +1.48 |
| MSFT Microsoft Corp. | Add +64.6% | 9.85% | +1.42 |
| CRH CRH PLC | Add +8189.3% | 1.36% | +1.34 |
| AMZN Amazon.com Inc. | Add +82.5% | 5.64% | +1.32 |
| AAPL Apple Inc. | Add +53.9% | 6.20% | +1.29 |
| PG The Procter & Gamble Co. | Add +267.4% | 2.14% | +1.28 |
| GOOGL Alphabet Inc. Class A | Add +61.8% | 4.83% | +1.13 |
| WST West Pharmaceutical Services | New | 1.09% | +1.09 |
| ADSK Autodesk Inc. | Add +76844.8% | 1.07% | +1.06 |
| MA Mastercard Inc. Class A | Add +122.4% | 3.48% | +0.92 |
| BSX Boston Scientific Corp. | Add +170671.1% | 0.70% | +0.70 |
| PLD Prologis Inc. | Add +216932.1% | 0.54% | +0.54 |
| ACN Accenture PLC Class A | Add +103.0% | 2.63% | +0.41 |
| AMRC Ameresco Inc. Class A | New | 0.38% | +0.38 |
| HD Home Depot Inc. | Add +121.0% | 1.46% | +0.36 |
| BAC Bank of America Corp. | Add +85.0% | 1.55% | +0.35 |
| KO The Coca-Cola Co. | Add +103.5% | 1.20% | +0.35 |
| INTU Intuit Inc. | Add +297.0% | 0.45% | +0.28 |
| XOM Exxon Mobil Corp. | Add +667.3% | 0.32% | +0.26 |
| ABBV Abbvie Inc. | Add +679.4% | 0.22% | +0.17 |
| ABNB Airbnb Inc. Class A | Add +85.4% | 1.11% | +0.13 |
| QCOM Qualcomm Inc. | Add +2400.3% | 0.14% | +0.13 |
| ITT Itt Inc. | New | 0.09% | +0.09 |
| NFLX Netflix Inc. | Add +3097.5% | 0.08% | +0.08 |
| AMGN Amgen Inc. | Add +266.2% | 0.11% | +0.07 |
| APP AppLovin Corp. Class A | New | 0.06% | +0.06 |
| SYK Stryker Corp. | Add +534.1% | 0.07% | +0.05 |
| AMAT Applied Materials Inc. | Add +54.3% | 0.35% | +0.05 |
| SNOW Snowflake Inc. | Add +187.4% | 0.10% | +0.04 |
| TJX TJX Companies Inc. | New | 0.02% | +0.02 |
| AI C3.AI Inc. Class A | New | 0.02% | +0.02 |
| WAB Wabtec Corp. | New | 0.02% | +0.02 |
| VRT Vertiv Holdings Co. Class A | New | 0.02% | +0.02 |
| EFX Equifax Inc. | New | 0.02% | +0.02 |
| CP Canadian Pacific Kansas City | Add +114.5% | 0.08% | +0.02 |
| RY Royal Bank of Canada | New | 0.01% | +0.01 |
| JCI Johnson Controls Internation | Add +289.9% | 0.02% | +0.01 |
| DG Dollar General Corp. | New | 0.01% | +0.01 |
| PFG Principal Financial Group | New | 0.01% | +0.01 |
| META Meta Platforms Inc. Class A | Add +45.5% | 1.13% | +0.01 |
| ALGN Align Technology Inc. | New | 0.01% | +0.01 |
| FBIN Fortune Brands Innovations I | New | 0.01% | +0.01 |
| TROW T Rowe Price Group Inc. | New | 0.01% | +0.01 |
| CCEP Coca-Cola Europacific Partne | New | 0.01% | +0.01 |
| ALLE Allegion PLC | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +97.4% | 0.02% | +0.01 |
| KDP Keurig Dr Pepper Inc. | New | 0.00% | +0.00 |
| PAYX Paychex Inc. | New | 0.00% | +0.00 |
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 |