LGT Group Foundation
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), LGT Group Foundation reported 272 stock positions worth $6.5 billion. Its top holding was Microsoft (MSFT) at 8.0% of the portfolio, followed by Apple (AAPL, 7.0%) and Amazon.com (AMZN, 5.7%). Compared with Q3 2024, it opened 18 new positions, sold out of 29, added to 120 and reduced 107. The biggest buy was Broadcom (AVGO, shares +27%) and the biggest sale UBS Group AG-Reg (UBS, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- VADUZ, N2
- CIK
- 0001911278
- Portfolio Value
- $6.5B (Q4 2024)
- SEC Filing
- 0001911278-25-000001 ↗ filed Feb 6, 2025
Holdings Value
Holdings 272 stocks · $6.5B
| MSFT Microsoft Corp. | 8.04% | 1,231,880 | $519.2M | Add +1.7% |
| AAPL Apple Inc. | 7.03% | 1,812,464 | $453.9M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 5.67% | 1,668,520 | $366.1M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 4.16% | 1,418,842 | $268.6M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 4.15% | 347,040 | $267.9M | Add +14.5% |
| NVDA Nvidia Corp. | 3.60% | 1,732,889 | $232.7M | Add +0.8% |
| AVGO Broadcom Inc. | 3.51% | 976,365 | $226.4M | Add +26.6% |
| MA Mastercard Inc. Class A | 3.02% | 369,786 | $194.7M | Reduce -0.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.74% | 896,921 | $177.1M | Add +1.8% |
| ACN Accenture PLC Class A | 2.35% | 431,862 | $151.9M | Add +7.0% |
| JPM JPMorgan Chase & Co. | 1.95% | 525,801 | $126.0M | Add +2.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.88% | 2,768,900 | $121.7M | Add +6.3% |
| BKNG Booking Holdings Inc. | 1.88% | 24,465 | $121.6M | Add +67.0% |
| HD Home Depot Inc. | 1.83% | 304,507 | $118.5M | Add +6.3% |
| V Visa Inc. Class A | 1.65% | 337,180 | $106.6M | Add +7.0% |
| PG The Procter & Gamble Co. | 1.46% | 561,988 | $94.2M | Add +7.8% |
| UBS UBS Group AG-Reg | 1.44% | 3,034,355 | $92.7M | Reduce -30.4% |
| META Meta Platforms Inc. Class A | 1.21% | 133,707 | $78.3M | Add +3.1% |
| FTNT Fortinet Inc. | 1.17% | 799,230 | $75.5M | Reduce -3.3% |
| CRH CRH PLC | 1.14% | 795,108 | $73.6M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 1.12% | 380,408 | $72.4M | Add +4.9% |
| TSLA Tesla Inc. | 1.02% | 163,310 | $66.0M | Reduce -2.3% |
| NOW ServiceNow Inc. | 0.99% | 60,592 | $64.2M | Reduce -12.2% |
| ICE Intercontinental Exchange Inc. | 0.99% | 428,079 | $63.8M | Add +10.5% |
| SHW The Sherwin-Williams Co. | 0.98% | 185,985 | $63.2M | Add +5.2% |
| CB Chubb Ltd. | 0.96% | 224,482 | $62.0M | Add +6.7% |
| COP Conocophillips | 0.95% | 621,577 | $61.6M | Add +8.4% |
| NEE Nextera Energy Inc. | 0.89% | 800,204 | $57.4M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.85% | 885,760 | $55.1M | Add +3.8% |
| ABNB Airbnb Inc. Class A | 0.82% | 401,074 | $52.7M | Add +122.7% |
| NYT New York Times Co. Class A | 0.81% | 1,004,811 | $52.3M | Add +9.5% |
| FAST Fastenal Co. | 0.79% | 706,774 | $50.8M | Add +6.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.77% | 589,231 | $49.9M | Add +2.1% |
| TTEK Tetra Tech Inc. | 0.75% | 1,219,474 | $48.6M | Reduce -0.2% |
| BLK BlackRock Inc. | 0.75% | 47,257 | $48.4M | New |
| PANW Palo Alto Networks Inc. | 0.72% | 256,783 | $46.7M | Add +49.6% |
| ADBE Adobe Inc. | 0.68% | 98,057 | $43.6M | Reduce -15.0% |
| MRK Merck & Co. Inc. | 0.65% | 422,582 | $42.0M | Reduce -42.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 92,515 | $41.9M | Add +9.8% |
| JNJ Johnson & Johnson | 0.64% | 286,669 | $41.5M | Reduce -12.6% |
| ADSK Autodesk Inc. | 0.63% | 137,432 | $40.6M | Add +7.2% |
| OC Owens Corning | 0.60% | 229,297 | $39.1M | New |
| LOGI Logitech International-Reg | 0.58% | 453,132 | $37.5M | Add +2.5% |
| WST West Pharmaceutical Services | 0.54% | 107,124 | $35.1M | Reduce -0.2% |
| CMCSA Comcast Corp. Class A | 0.54% | 923,318 | $34.7M | Add +7.5% |
| PLD Prologis Inc. | 0.52% | 315,020 | $33.3M | New |
| ISRG Intuitive Surgical Inc. | 0.50% | 61,490 | $32.1M | Add +10.2% |
| INTU Intuit Inc. | 0.47% | 48,536 | $30.5M | Add +84.0% |
| TXN Texas Instruments Inc. | 0.47% | 161,344 | $30.3M | Reduce -8.5% |
| CYBR Cyberark Software Ltd./Israel | 0.44% | 85,403 | $28.5M | Add +42.7% |
| VEEV Veeva Systems Inc. Class A | 0.41% | 126,228 | $26.5M | Add +40.8% |
| ABBV Abbvie Inc. | 0.40% | 146,706 | $26.1M | Add +8.5% |
| PGR Progressive Corp. | 0.40% | 108,682 | $26.0M | Add +38.5% |
| XOM Exxon Mobil Corp. | 0.38% | 230,646 | $24.8M | Add +16.8% |
| PFE Pfizer Inc. | 0.38% | 916,746 | $24.3M | Add +19.8% |
| EQIX Equinix Inc. | 0.35% | 24,028 | $22.7M | Add +2.2% |
| CSCO Cisco Systems Inc. | 0.32% | 352,284 | $20.9M | Reduce -9.2% |
| ROP Roper Technologies Inc. | 0.31% | 38,592 | $20.1M | Add +27.4% |
| HSIC Henry Schein Inc. | 0.31% | 289,568 | $20.0M | Add +9.0% |
| EFX Equifax Inc. | 0.30% | 76,928 | $19.6M | Add +1617.5% |
| DHR Danaher Corp. | 0.30% | 85,214 | $19.6M | Add +3.4% |
| MDLZ Mondelez International Inc. Class A | 0.29% | 314,345 | $18.8M | Add +3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 84,257 | $18.5M | Reduce -27.9% |
| AME Ametek Inc. | 0.29% | 102,700 | $18.5M | Reduce -57.0% |
| C Citigroup Inc. | 0.26% | 240,188 | $16.9M | Add +1.6% |
| CVX Chevron Corp. | 0.25% | 110,657 | $16.0M | Add +6.5% |
| ELV Elevance Health Inc. | 0.24% | 42,664 | $15.7M | Reduce -41.2% |
| COST Costco Wholesale Corp. | 0.24% | 17,170 | $15.7M | Reduce -5.7% |
| CL Colgate-Palmolive Co. | 0.24% | 171,964 | $15.6M | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 0.23% | 29,488 | $14.9M | Add +59.7% |
| NTAP Netapp Inc. | 0.23% | 125,410 | $14.6M | Add +1.5% |
| TT Trane Technologies PLC | 0.22% | 38,814 | $14.3M | Reduce -15.8% |
| GLW Corning Inc. | 0.22% | 300,113 | $14.3M | Add +4.0% |
| EMR Emerson Electric Co. | 0.22% | 114,807 | $14.2M | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.22% | 116,387 | $14.1M | Add +7.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 40,042 | $13.7M | Add +4.0% |
| ZTS Zoetis Inc. | 0.21% | 82,702 | $13.5M | Add +14.3% |
| ANET Arista Networks Inc. | 0.21% | 121,224 | $13.4M | Reduce -49.2% |
| WSO Watsco Inc. | 0.21% | 27,946 | $13.2M | Add +11.8% |
| ORCL Oracle Corp. | 0.20% | 78,705 | $13.1M | Add +2.2% |
| VZ Verizon Communications Inc. | 0.20% | 321,382 | $12.9M | Add +3.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.20% | 165,459 | $12.7M | Reduce -22.3% |
| VRSK Verisk Analytics Inc. | 0.20% | 46,070 | $12.7M | Add +16.1% |
| NFLX Netflix Inc. | 0.19% | 14,050 | $12.5M | Add +12.6% |
| MRVL Marvell Technology Inc. | 0.19% | 112,670 | $12.4M | Reduce -6.1% |
| PEP Pepsico Inc. | 0.19% | 81,334 | $12.4M | Reduce -29.2% |
| SPG Simon Property Group Inc. | 0.19% | 70,408 | $12.1M | Reduce -0.0% |
| BSX Boston Scientific Corp. | 0.18% | 127,750 | $11.4M | Reduce -26.0% |
| ENB Enbridge Inc. | 0.17% | 260,660 | $11.0M | Add +0.5% |
| CSGP Costar Group Inc. | 0.17% | 152,298 | $10.9M | Add +7.2% |
| WELL Welltower Inc. | 0.16% | 82,318 | $10.4M | Reduce -0.1% |
| MPC Marathon Petroleum Corp. | 0.16% | 73,196 | $10.2M | Add +0.1% |
| GEV GE Vernova Inc. | 0.15% | 30,084 | $9.9M | Add +9.1% |
| AEM Agnico Eagle Mines Ltd. | 0.15% | 123,595 | $9.7M | Add +10.3% |
| MCO Moody's Corp. | 0.14% | 19,598 | $9.3M | Reduce -14.9% |
| CNI Canadian Natl Railway Co. | 0.14% | 88,693 | $9.0M | Add +2.3% |
| CMG Chipotle Mexican Grill Inc. | 0.14% | 147,835 | $8.9M | Reduce -1.3% |
| MCD McDonald's Corp. | 0.13% | 29,879 | $8.7M | Add +484.5% |
| ARCC Ares Capital Corp. | 0.13% | 383,610 | $8.4M | New |
| EOG EOG Resources Inc. | 0.13% | 68,500 | $8.4M | Reduce -29.6% |
Portfolio Sells Q3 2024 → Q4 2024
| UBS UBS Group AG-Reg | Reduce -30.4% | 1.44% | −0.74 |
| MRK Merck & Co. Inc. | Reduce -42.9% | 0.65% | −0.71 |
| IQV Iqvia Holdings Inc. | Reduce -88.0% | 0.07% | −0.70 |
| AME Ametek Inc. | Reduce -57.0% | 0.29% | −0.37 |
| ELV Elevance Health Inc. | Reduce -41.2% | 0.24% | −0.36 |
| ADBE Adobe Inc. | Reduce -15.0% | 0.68% | −0.28 |
| MNST Monster Beverage Corp. | Reduce -97.7% | 0.01% | −0.27 |
| WAT Waters Corp. | Reduce -71.7% | 0.10% | −0.26 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.89% | −0.23 |
| AMAT Applied Materials Inc. | Reduce -57.2% | 0.11% | −0.23 |
| JNJ Johnson & Johnson | Reduce -12.6% | 0.64% | −0.22 |
| TTEK Tetra Tech Inc. | Reduce -0.2% | 0.75% | −0.19 |
| NXPI NXP Semiconductors NV | Reduce -96.7% | 0.01% | −0.18 |
| ANET Arista Networks Inc. | Reduce -49.2% | 0.21% | −0.17 |
| IBM Intl Business Machines Corp. | Reduce -27.9% | 0.29% | −0.13 |
| PEP Pepsico Inc. | Reduce -29.2% | 0.19% | −0.13 |
| TXN Texas Instruments Inc. | Reduce -8.5% | 0.47% | −0.12 |
| APTV Aptiv Irish Holdings Ltd. | Sold out | 0.00% | −0.11 |
| AMRC Ameresco Inc. Class A | Sold out | 0.00% | −0.10 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.10 |
| ENPH Enphase Energy Inc. | Reduce -39.5% | 0.05% | −0.09 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.08 |
| SLB SLB Ltd. | Reduce -68.8% | 0.03% | −0.08 |
| CLH Clean Harbors Inc. | Reduce -92.0% | 0.01% | −0.08 |
| EOG EOG Resources Inc. | Reduce -29.6% | 0.13% | −0.07 |
| UPS United Parcel Service Class B | Reduce -93.5% | 0.00% | −0.07 |
| TT Trane Technologies PLC | Reduce -15.8% | 0.22% | −0.07 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.07 |
| MANH Manhattan Associates Inc. | Sold out | 0.00% | −0.07 |
| DOV Dover Corp. | Sold out | 0.00% | −0.06 |
| BSX Boston Scientific Corp. | Reduce -26.0% | 0.18% | −0.06 |
| PTC PTC Inc. | Reduce -91.2% | 0.01% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -3.1% | 0.24% | −0.05 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.05 |
| NEM Newmont Corp. | Reduce -4.6% | 0.09% | −0.05 |
| AMGN Amgen Inc. | Reduce -25.8% | 0.07% | −0.05 |
| BNY Bank of New York Mellon Corp. | Reduce -22.3% | 0.20% | −0.05 |
| PH Parker Hannifin Corp. | Reduce -32.1% | 0.09% | −0.05 |
| ITT Itt Inc. | Reduce -51.8% | 0.04% | −0.05 |
| NVT Nvent Electric PLC | Reduce -42.4% | 0.05% | −0.04 |
| DB Deutsche Bank AG-Registered | Reduce -48.8% | 0.04% | −0.04 |
| HWM Howmet Aerospace Inc. | Reduce -42.6% | 0.05% | −0.04 |
| KT KT Corp.-SP ADR | Sold out | 0.00% | −0.04 |
| GE General Electric | Reduce -9.8% | 0.12% | −0.04 |
| MCO Moody's Corp. | Reduce -14.9% | 0.14% | −0.03 |
| MTRN Materion Corp. | Reduce -82.5% | 0.01% | −0.03 |
| O Realty Income Corp. | Reduce -1.3% | 0.13% | −0.03 |
| MDT Medtronic PLC | Reduce -12.2% | 0.09% | −0.03 |
| CVS CVS Health Corp. | Reduce -25.1% | 0.03% | −0.03 |
| USFD US Foods Holding Corp. | Reduce -44.2% | 0.04% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | Add +26.6% | 3.51% | +1.35 |
| BKNG Booking Holdings Inc. | Add +67.0% | 1.88% | +0.89 |
| AMZN Amazon.com Inc. | Add +2.7% | 5.67% | +0.75 |
| BLK BlackRock Inc. | New | 0.75% | +0.75 |
| OC Owens Corning | New | 0.60% | +0.60 |
| PLD Prologis Inc. | New | 0.52% | +0.52 |
| ABNB Airbnb Inc. Class A | Add +122.7% | 0.82% | +0.44 |
| EFX Equifax Inc. | Add +1617.5% | 0.30% | +0.28 |
| PANW Palo Alto Networks Inc. | Add +49.6% | 0.72% | +0.26 |
| NVDA Nvidia Corp. | Add +0.8% | 3.60% | +0.26 |
| V Visa Inc. Class A | Add +7.0% | 1.65% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 1.95% | +0.21 |
| BAC Bank of America Corp. | Add +6.3% | 1.88% | +0.21 |
| INTU Intuit Inc. | Add +84.0% | 0.47% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.8% | 2.74% | +0.21 |
| CYBR Cyberark Software Ltd./Israel | Add +42.7% | 0.44% | +0.17 |
| ARCC Ares Capital Corp. | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +4.9% | 1.12% | +0.13 |
| MCD McDonald's Corp. | Add +484.5% | 0.13% | +0.11 |
| VEEV Veeva Systems Inc. Class A | Add +40.8% | 0.41% | +0.11 |
| UBER Uber Technologies Inc. | New | 0.09% | +0.09 |
| PGR Progressive Corp. | Add +38.5% | 0.40% | +0.08 |
| ADSK Autodesk Inc. | Add +7.2% | 0.63% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +10.2% | 0.50% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +59.7% | 0.23% | +0.05 |
| NET Cloudflare Inc. Class A | Add +47.7% | 0.10% | +0.05 |
| NFLX Netflix Inc. | Add +12.6% | 0.19% | +0.05 |
| GEV GE Vernova Inc. | Add +9.1% | 0.15% | +0.04 |
| SPOT Spotify Technology SA | Add +119.4% | 0.06% | +0.04 |
| ROP Roper Technologies Inc. | Add +27.4% | 0.31% | +0.04 |
| ILMN Illumina Inc. | New | 0.04% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.0% | 0.21% | +0.04 |
| MELI MercadoLibre Inc. | New | 0.03% | +0.03 |
| YUMC Yum China Holdings Inc. | New | 0.03% | +0.03 |
| GLOB Globant SA | New | 0.02% | +0.02 |
| FSLR First Solar Inc. | Add +77.7% | 0.11% | +0.02 |
| VRSK Verisk Analytics Inc. | Add +16.1% | 0.20% | +0.02 |
| C Citigroup Inc. | Add +1.6% | 0.26% | +0.02 |
| DDOG Datadog Inc. Class A | Add +5.5% | 0.11% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.8% | 0.65% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +29.6% | 0.07% | +0.02 |
| PFE Pfizer Inc. | Add +19.8% | 0.38% | +0.02 |
| HUBS HubSpot Inc. | Add +5.9% | 0.07% | +0.02 |
| P Everpure Inc. Class A | Add +6.0% | 0.09% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +13.9% | 0.03% | +0.02 |
| IBN Icici Bank Ltd.-Spon ADR | Add +0.6% | 0.03% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +10.3% | 0.07% | +0.01 |
| XYZ Block Inc. | Add +10.9% | 0.04% | +0.01 |
| FAST Fastenal Co. | Add +6.4% | 0.79% | +0.01 |
| EQIX Equinix Inc. | Add +2.2% | 0.35% | +0.01 |
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 |