LGT Group Foundation
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), LGT Group Foundation reported 283 stock positions worth $6.1 billion. Its top holding was Microsoft (MSFT) at 8.3% of the portfolio, followed by Apple (AAPL, 6.8%) and Amazon.com (AMZN, 4.9%). Compared with Q2 2024, it opened 29 new positions, sold out of 17, added to 103 and reduced 117. The biggest buy was Chubb (CB, shares +6%) and the biggest sale Microsoft (MSFT, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- VADUZ, N2
- CIK
- 0001911278
- Portfolio Value
- $6.1B (Q3 2024)
- SEC Filing
- 0001911278-24-000012 ↗ filed Nov 13, 2024
Holdings Value
Holdings 283 stocks · $6.1B
| MSFT Microsoft Corp. | 8.28% | 1,211,140 | $505.2M | Reduce -13.3% |
| AAPL Apple Inc. | 6.82% | 1,835,499 | $416.3M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 4.92% | 1,624,475 | $300.1M | Reduce -12.1% |
| LLY Eli Lilly & Co. | 4.43% | 303,156 | $270.1M | Reduce -23.2% |
| GOOGL Alphabet Inc. Class A | 3.94% | 1,449,404 | $240.4M | Reduce -13.7% |
| NVDA Nvidia Corp. | 3.35% | 1,719,076 | $204.3M | Add +13.0% |
| MA Mastercard Inc. Class A | 3.02% | 371,922 | $184.3M | Reduce -25.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.54% | 881,202 | $154.9M | Reduce -37.6% |
| ACN Accenture PLC Class A | 2.36% | 403,545 | $143.8M | Reduce -26.5% |
| UBS UBS Group AG-Reg | 2.18% | 4,360,623 | $132.8M | Add +27.1% |
| AVGO Broadcom Inc. | 2.16% | 771,457 | $131.7M | Reduce -8.8% |
| HD Home Depot Inc. | 1.93% | 286,447 | $117.8M | Add +6.3% |
| JPM JPMorgan Chase & Co. | 1.74% | 511,501 | $106.0M | Add +1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.67% | 2,604,447 | $102.2M | Add +5.3% |
| PG The Procter & Gamble Co. | 1.47% | 521,240 | $89.6M | Reduce -36.6% |
| V Visa Inc. Class A | 1.43% | 315,010 | $87.3M | Add +14.3% |
| MRK Merck & Co. Inc. | 1.36% | 739,501 | $82.9M | Add +6.1% |
| META Meta Platforms Inc. Class A | 1.22% | 129,717 | $74.3M | Reduce -8.4% |
| CRH CRH PLC | 1.14% | 777,353 | $69.6M | Reduce -51.4% |
| NEE Nextera Energy Inc. | 1.12% | 801,861 | $68.5M | Reduce -47.0% |
| SHW The Sherwin-Williams Co. | 1.10% | 176,774 | $66.8M | Add +11.2% |
| FTNT Fortinet Inc. | 1.05% | 826,436 | $64.1M | Reduce -8.8% |
| COP Conocophillips | 1.04% | 573,392 | $63.3M | Add +34.0% |
| ICE Intercontinental Exchange Inc. | 1.02% | 387,289 | $62.3M | Add +3.8% |
| NOW ServiceNow Inc. | 1.00% | 68,981 | $60.7M | Add +3.3% |
| CB Chubb Ltd. | 0.99% | 210,466 | $60.7M | Add +5.8% |
| GOOG Alphabet Inc. Class C | 0.99% | 362,599 | $60.7M | Add +4.8% |
| KO The Coca-Cola Co. | 0.99% | 853,382 | $60.6M | Reduce -28.7% |
| BKNG Booking Holdings Inc. | 0.99% | 14,654 | $60.4M | Add +13.8% |
| ADBE Adobe Inc. | 0.96% | 115,354 | $58.3M | Add +5.6% |
| ALC Alcon Inc. filed as ALCON AG | 0.94% | 577,094 | $57.6M | Add +2.5% |
| TTEK Tetra Tech Inc. | 0.94% | 1,222,150 | $57.3M | Reduce -50.3% |
| JNJ Johnson & Johnson | 0.87% | 328,101 | $52.9M | Reduce -23.6% |
| NYT New York Times Co. Class A | 0.83% | 917,692 | $50.9M | Add +6.0% |
| FAST Fastenal Co. | 0.78% | 664,188 | $47.4M | Add +3.9% |
| IQV Iqvia Holdings Inc. | 0.77% | 203,214 | $47.1M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.68% | 167,120 | $41.6M | Add +19.6% |
| AME Ametek Inc. | 0.66% | 238,852 | $40.2M | Add +7.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 84,233 | $38.5M | Add +6.6% |
| LOGI Logitech International-Reg | 0.63% | 441,847 | $38.4M | Add +6.8% |
| ELV Elevance Health Inc. | 0.60% | 72,588 | $36.7M | Add +0.5% |
| TXN Texas Instruments Inc. | 0.59% | 176,298 | $35.9M | Add +16.6% |
| CMCSA Comcast Corp. Class A | 0.58% | 858,640 | $35.5M | Reduce -7.6% |
| ADSK Autodesk Inc. | 0.57% | 128,173 | $34.6M | Reduce -53.1% |
| WST West Pharmaceutical Services | 0.53% | 107,373 | $32.2M | Reduce -48.6% |
| PANW Palo Alto Networks Inc. | 0.47% | 85,793 | $28.5M | Add +108.0% |
| ISRG Intuitive Surgical Inc. | 0.44% | 55,801 | $27.2M | Add +1.4% |
| ABBV Abbvie Inc. | 0.44% | 135,213 | $26.6M | Add +68.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 116,854 | $25.7M | Reduce -16.9% |
| XOM Exxon Mobil Corp. | 0.39% | 197,423 | $24.0M | Add +11.3% |
| ANET Arista Networks Inc. | 0.38% | 59,684 | $23.3M | Reduce -20.5% |
| ABNB Airbnb Inc. Class A | 0.37% | 180,095 | $22.7M | Reduce -61.1% |
| DHR Danaher Corp. | 0.37% | 82,399 | $22.6M | Reduce -11.5% |
| WAT Waters Corp. | 0.36% | 61,856 | $22.0M | Add +4.3% |
| MDLZ Mondelez International Inc. Class A | 0.36% | 303,708 | $22.0M | Add +7.8% |
| PFE Pfizer Inc. | 0.36% | 765,437 | $21.9M | Add +3.0% |
| EQIX Equinix Inc. | 0.34% | 23,517 | $20.9M | Reduce -1.6% |
| AMAT Applied Materials Inc. | 0.33% | 101,563 | $20.4M | Add +9.5% |
| CSCO Cisco Systems Inc. | 0.33% | 388,158 | $20.4M | Add +16.6% |
| PGR Progressive Corp. | 0.33% | 78,500 | $20.0M | Add +16.7% |
| PEP Pepsico Inc. | 0.32% | 114,903 | $19.5M | Add +39.6% |
| HSIC Henry Schein Inc. | 0.31% | 265,603 | $18.9M | Add +37.8% |
| VEEV Veeva Systems Inc. Class A | 0.30% | 89,654 | $18.6M | Add +12.4% |
| CL Colgate-Palmolive Co. | 0.30% | 177,499 | $18.1M | Reduce -1.7% |
| TT Trane Technologies PLC | 0.29% | 46,120 | $17.9M | Reduce -7.8% |
| AMD Advanced Micro Devices | 0.28% | 108,550 | $17.3M | Add +101.6% |
| MNST Monster Beverage Corp. | 0.28% | 334,563 | $17.0M | Add +5.2% |
| ROP Roper Technologies Inc. | 0.27% | 30,296 | $16.7M | Reduce -17.5% |
| CYBR Cyberark Software Ltd./Israel | 0.27% | 59,833 | $16.4M | New |
| INTU Intuit Inc. | 0.26% | 26,377 | $16.0M | Reduce -38.7% |
| COST Costco Wholesale Corp. | 0.26% | 18,198 | $16.0M | Add +2.8% |
| CVX Chevron Corp. | 0.26% | 103,885 | $15.7M | Add +7.5% |
| NTAP Netapp Inc. | 0.25% | 123,534 | $15.2M | Reduce -16.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.25% | 212,894 | $15.1M | Add +8.7% |
| C Citigroup Inc. | 0.24% | 236,512 | $14.7M | Reduce -9.1% |
| BSX Boston Scientific Corp. | 0.24% | 172,724 | $14.6M | Reduce -69.9% |
| VZ Verizon Communications Inc. | 0.23% | 310,231 | $14.0M | Add +3.5% |
| ZTS Zoetis Inc. | 0.23% | 72,347 | $13.9M | Add +54.8% |
| GLW Corning Inc. | 0.21% | 288,438 | $13.0M | Add +12.4% |
| ORCL Oracle Corp. | 0.21% | 76,994 | $12.9M | Add +0.4% |
| EMR Emerson Electric Co. | 0.21% | 115,293 | $12.7M | Reduce -28.8% |
| EOG EOG Resources Inc. | 0.20% | 97,343 | $12.5M | Add +1.2% |
| WSO Watsco Inc. | 0.20% | 24,988 | $12.3M | Add +61.5% |
| MPC Marathon Petroleum Corp. | 0.20% | 73,159 | $12.1M | Add +4.8% |
| SPG Simon Property Group Inc. | 0.19% | 70,418 | $11.9M | Add +0.3% |
| NXPI NXP Semiconductors NV | 0.18% | 46,856 | $11.0M | Add +8.7% |
| UNH Unitedhealth Group Inc. | 0.18% | 18,462 | $10.9M | Reduce -3.0% |
| MCO Moody's Corp. | 0.18% | 23,022 | $10.8M | Add +53.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 38,483 | $10.8M | Reduce -19.7% |
| CSGP Costar Group Inc. | 0.17% | 142,118 | $10.7M | Reduce -0.7% |
| VRSK Verisk Analytics Inc. | 0.17% | 39,676 | $10.6M | Add +2.0% |
| ENB Enbridge Inc. | 0.17% | 259,420 | $10.6M | Reduce -7.4% |
| WELL Welltower Inc. | 0.17% | 82,413 | $10.5M | Reduce -8.4% |
| CNI Canadian Natl Railway Co. | 0.16% | 86,688 | $10.0M | Add +10.5% |
| O Realty Income Corp. | 0.16% | 155,652 | $9.7M | Add +0.7% |
| FCX Freeport-McMoran Inc. | 0.16% | 189,186 | $9.6M | Add +258.4% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 49,742 | $9.3M | Add +173.5% |
| AEM Agnico Eagle Mines Ltd. | 0.15% | 112,025 | $9.1M | Reduce -22.0% |
| STX Seagate Technology Holdings | 0.15% | 82,307 | $8.9M | Add +5.7% |
| NFLX Netflix Inc. | 0.15% | 12,476 | $8.9M | Add +62.6% |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -13.3% | 8.28% | −1.57 |
| LLY Eli Lilly & Co. | Reduce -23.2% | 4.43% | −1.21 |
| GOOGL Alphabet Inc. Class A | Reduce -13.7% | 3.94% | −0.89 |
| ABNB Airbnb Inc. Class A | Reduce -61.1% | 0.37% | −0.74 |
| AMZN Amazon.com Inc. | Reduce -12.1% | 4.92% | −0.72 |
| PG The Procter & Gamble Co. | Reduce -36.6% | 1.47% | −0.67 |
| TTEK Tetra Tech Inc. | Reduce -50.3% | 0.94% | −0.65 |
| NEE Nextera Energy Inc. | Reduce -47.0% | 1.12% | −0.57 |
| WST West Pharmaceutical Services | Reduce -48.6% | 0.53% | −0.56 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.56 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.54 |
| ADSK Autodesk Inc. | Reduce -53.1% | 0.57% | −0.50 |
| MA Mastercard Inc. Class A | Reduce -25.6% | 3.02% | −0.46 |
| BSX Boston Scientific Corp. | Reduce -69.9% | 0.24% | −0.46 |
| ACN Accenture PLC Class A | Reduce -26.5% | 2.36% | −0.27 |
| AMRC Ameresco Inc. Class A | Reduce -73.5% | 0.10% | −0.27 |
| CRH CRH PLC | Reduce -51.4% | 1.14% | −0.22 |
| KO The Coca-Cola Co. | Reduce -28.7% | 0.99% | −0.21 |
| INTU Intuit Inc. | Reduce -38.7% | 0.26% | −0.18 |
| COHR Coherent Corp. | Reduce -96.7% | 0.01% | −0.13 |
| T AT&T Inc. | Reduce -69.1% | 0.08% | −0.13 |
| JNJ Johnson & Johnson | Reduce -23.6% | 0.87% | −0.12 |
| MTZ Mastec Inc. | Reduce -96.9% | 0.00% | −0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -19.7% | 0.18% | −0.11 |
| EMR Emerson Electric Co. | Reduce -28.8% | 0.21% | −0.07 |
| MITK Mitek Systems Inc. | Sold out | 0.00% | −0.07 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.07 |
| FTV Fortive Corp. | Reduce -93.7% | 0.00% | −0.06 |
| FWRG First Watch Restaurant Group | Sold out | 0.00% | −0.06 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.06 |
| INTC Intel Corp. | Sold out | 0.00% | −0.06 |
| MRSH Marsh & McLennan Cos | Reduce -90.8% | 0.01% | −0.05 |
| DIS The Walt Disney Co. | Reduce -30.1% | 0.12% | −0.05 |
| ROP Roper Technologies Inc. | Reduce -17.5% | 0.27% | −0.05 |
| NTAP Netapp Inc. | Reduce -16.2% | 0.25% | −0.05 |
| SNPS Synopsys Inc. | Reduce -9.4% | 0.14% | −0.04 |
| ANET Arista Networks Inc. | Reduce -20.5% | 0.38% | −0.03 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.03 |
| NVT Nvent Electric PLC | Reduce -17.3% | 0.09% | −0.03 |
| EL Estee Lauder Companies Class A | Reduce -40.5% | 0.04% | −0.03 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.02 |
| SLB SLB Ltd. | Reduce -13.9% | 0.11% | −0.02 |
| SBUX Starbucks Corp. | Reduce -60.3% | 0.02% | −0.02 |
| C Citigroup Inc. | Reduce -9.1% | 0.24% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -1.6% | 0.12% | −0.02 |
| PTC PTC Inc. | Reduce -23.5% | 0.07% | −0.02 |
| WAB Wabtec Corp. | Reduce -84.7% | 0.00% | −0.02 |
| SNOW Snowflake Inc. | Reduce -1.2% | 0.09% | −0.02 |
| MTRN Materion Corp. | Reduce -19.1% | 0.04% | −0.01 |
| JCI Johnson Controls Internation | Reduce -66.5% | 0.01% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| CB Chubb Ltd. | Add +5.8% | 0.99% | +0.99 |
| UBS UBS Group AG-Reg | Add +27.1% | 2.18% | +0.58 |
| HD Home Depot Inc. | Add +6.3% | 1.93% | +0.47 |
| SHW The Sherwin-Williams Co. | Add +11.2% | 1.10% | +0.35 |
| NVDA Nvidia Corp. | Add +13.0% | 3.35% | +0.33 |
| V Visa Inc. Class A | Add +14.3% | 1.43% | +0.29 |
| CYBR Cyberark Software Ltd./Israel | New | 0.27% | +0.27 |
| COP Conocophillips | Add +34.0% | 1.04% | +0.26 |
| PANW Palo Alto Networks Inc. | Add +108.0% | 0.47% | +0.25 |
| TSLA Tesla Inc. | Add +19.6% | 0.68% | +0.25 |
| ABBV Abbvie Inc. | Add +68.1% | 0.44% | +0.22 |
| ICE Intercontinental Exchange Inc. | Add +3.8% | 1.02% | +0.22 |
| BKNG Booking Holdings Inc. | Add +13.8% | 0.99% | +0.19 |
| NOW ServiceNow Inc. | Add +3.3% | 1.00% | +0.17 |
| ALC Alcon Inc. | Add +2.5% | 0.94% | +0.15 |
| AMD Advanced Micro Devices | Add +101.6% | 0.28% | +0.15 |
| FAST Fastenal Co. | Add +3.9% | 0.78% | +0.14 |
| NYT New York Times Co. Class A | Add +6.0% | 0.83% | +0.14 |
| TXN Texas Instruments Inc. | Add +16.6% | 0.59% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.6% | 0.63% | +0.12 |
| BAC Bank of America Corp. | Add +5.3% | 1.67% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 1.74% | +0.12 |
| FCX Freeport-McMoran Inc. | Add +258.4% | 0.16% | +0.12 |
| HSIC Henry Schein Inc. | Add +37.8% | 0.31% | +0.11 |
| PGR Progressive Corp. | Add +16.7% | 0.33% | +0.11 |
| GE General Electric | Add +173.5% | 0.15% | +0.11 |
| PEP Pepsico Inc. | Add +39.6% | 0.32% | +0.10 |
| ZTS Zoetis Inc. | Add +54.8% | 0.23% | +0.10 |
| GEV GE Vernova Inc. | Add +207.2% | 0.11% | +0.09 |
| WSO Watsco Inc. | Add +61.5% | 0.20% | +0.09 |
| WAT Waters Corp. | Add +4.3% | 0.36% | +0.09 |
| CSCO Cisco Systems Inc. | Add +16.6% | 0.33% | +0.09 |
| MCO Moody's Corp. | Add +53.5% | 0.18% | +0.08 |
| MRVL Marvell Technology Inc. | Add +105.9% | 0.14% | +0.08 |
| VEEV Veeva Systems Inc. Class A | Add +12.4% | 0.30% | +0.07 |
| AME Ametek Inc. | Add +7.3% | 0.66% | +0.07 |
| XOM Exxon Mobil Corp. | Add +11.3% | 0.39% | +0.07 |
| MDLZ Mondelez International Inc. Class A | Add +7.8% | 0.36% | +0.07 |
| TJX TJX Companies Inc. | Add +236.3% | 0.09% | +0.07 |
| NFLX Netflix Inc. | Add +62.6% | 0.15% | +0.06 |
| ALLE Allegion PLC | Add +724.8% | 0.07% | +0.06 |
| BNY Bank of New York Mellon Corp. | Add +8.7% | 0.25% | +0.06 |
| FERG Ferguson Enterprises Inc. | Add +1313.0% | 0.06% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +1.4% | 0.44% | +0.06 |
| AZO AutoZone Inc. | New | 0.06% | +0.06 |
| SCHW Schwab (charles) Corp. | Add +454.5% | 0.07% | +0.06 |
| GLW Corning Inc. | Add +12.4% | 0.21% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +170.5% | 0.07% | +0.05 |
| EW Edwards Lifesciences Corp. | New | 0.05% | +0.05 |
| OMC Omnicom Group | New | 0.04% | +0.04 |
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 |