LGT Group Foundation
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), LGT Group Foundation reported 288 stock positions worth $7.3 billion. Its top holding was Microsoft (MSFT) at 7.5% of the portfolio, followed by Apple (AAPL, 6.2%) and Amazon.com (AMZN, 5.3%). Compared with Q4 2024, it opened 31 new positions, sold out of 16, added to 121 and reduced 104. The biggest buy was Procter & Gamble (PG, shares +87%) and the biggest sale Broadcom (AVGO, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- VADUZ, N2
- CIK
- 0001911278
- Portfolio Value
- $7.3B (Q1 2025)
- SEC Filing
- 0001911284-25-000003 ↗ filed May 13, 2025
Holdings Value
Holdings 288 stocks · $7.3B
| MSFT Microsoft Corp. | 7.55% | 1,458,182 | $547.4M | Add +18.4% |
| AAPL Apple Inc. | 6.15% | 2,009,737 | $446.4M | Add +10.9% |
| AMZN Amazon.com Inc. | 5.32% | 2,026,742 | $385.6M | Add +21.5% |
| LLY Eli Lilly & Co. | 5.04% | 442,388 | $365.4M | Add +27.5% |
| MA Mastercard Inc. Class A | 3.87% | 512,315 | $280.8M | Add +38.5% |
| GOOGL Alphabet Inc. Class A | 3.70% | 1,737,412 | $268.7M | Add +22.4% |
| TSM Taiwan Semiconductor-SP ADR | 3.49% | 1,526,445 | $253.4M | Add +70.2% |
| NVDA Nvidia Corp. | 3.38% | 2,264,238 | $245.4M | Add +30.7% |
| ACN Accenture PLC Class A | 2.55% | 593,910 | $185.3M | Add +37.5% |
| JPM JPMorgan Chase & Co. | 2.52% | 746,340 | $183.1M | Add +41.9% |
| PG The Procter & Gamble Co. | 2.47% | 1,049,317 | $178.8M | Add +86.7% |
| AVGO Broadcom Inc. | 2.02% | 875,840 | $146.6M | Reduce -10.3% |
| META Meta Platforms Inc. Class A | 1.76% | 222,048 | $128.0M | Add +66.1% |
| BKNG Booking Holdings Inc. | 1.74% | 27,416 | $126.3M | Add +12.1% |
| NEE Nextera Energy Inc. | 1.72% | 1,761,459 | $124.9M | Add +120.1% |
| V Visa Inc. Class A | 1.48% | 307,221 | $107.7M | Reduce -8.9% |
| UBS UBS Group AG-Reg | 1.37% | 3,281,006 | $99.7M | Add +8.1% |
| KO The Coca-Cola Co. | 1.28% | 1,295,205 | $92.8M | Add +46.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.20% | 2,092,005 | $87.3M | Reduce -24.4% |
| CRH CRH PLC | 1.19% | 978,682 | $86.1M | Add +23.1% |
| ADSK Autodesk Inc. | 1.14% | 314,583 | $82.4M | Add +128.9% |
| ABNB Airbnb Inc. Class A | 1.14% | 689,413 | $82.4M | Add +71.9% |
| TTEK Tetra Tech Inc. | 1.10% | 2,734,057 | $80.0M | Add +124.2% |
| HD Home Depot Inc. | 1.05% | 208,759 | $76.5M | Reduce -31.4% |
| PLD Prologis Inc. | 1.03% | 667,396 | $74.6M | Add +111.9% |
| GOOG Alphabet Inc. Class C | 0.94% | 438,602 | $68.5M | Add +15.3% |
| OC Owens Corning | 0.93% | 474,224 | $67.7M | Add +106.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 119,469 | $63.6M | Add +29.1% |
| COP Conocophillips | 0.87% | 597,814 | $62.8M | Reduce -3.8% |
| CB Chubb Ltd. | 0.80% | 192,833 | $58.2M | Reduce -14.1% |
| INTU Intuit Inc. | 0.77% | 91,301 | $56.1M | Add +88.1% |
| ALC Alcon Inc. filed as ALCON AG | 0.77% | 590,426 | $55.6M | Add +0.2% |
| JNJ Johnson & Johnson | 0.70% | 307,343 | $51.0M | Add +7.2% |
| WST West Pharmaceutical Services | 0.68% | 221,041 | $49.5M | Add +106.3% |
| FTNT Fortinet Inc. | 0.68% | 510,788 | $49.2M | Reduce -36.1% |
| ABBV Abbvie Inc. | 0.66% | 229,325 | $48.0M | Add +56.3% |
| PEP Pepsico Inc. | 0.64% | 308,576 | $46.3M | Add +279.4% |
| ICE Intercontinental Exchange Inc. | 0.62% | 262,190 | $45.2M | Reduce -38.8% |
| MDLZ Mondelez International Inc. Class A | 0.61% | 648,208 | $44.0M | Add +106.2% |
| ISRG Intuitive Surgical Inc. | 0.60% | 87,248 | $43.2M | Add +41.9% |
| SHW The Sherwin-Williams Co. | 0.56% | 116,263 | $40.6M | Reduce -37.5% |
| PFE Pfizer Inc. | 0.54% | 1,533,401 | $38.9M | Add +67.3% |
| BLK BlackRock Inc. | 0.52% | 40,079 | $37.9M | Reduce -15.2% |
| PGR Progressive Corp. | 0.50% | 127,803 | $36.2M | Add +17.6% |
| FAST Fastenal Co. | 0.50% | 464,244 | $36.0M | Reduce -34.3% |
| TSLA Tesla Inc. | 0.49% | 138,133 | $35.8M | Reduce -15.4% |
| MRK Merck & Co. Inc. | 0.49% | 393,598 | $35.3M | Reduce -6.9% |
| EFX Equifax Inc. | 0.48% | 143,046 | $34.8M | Add +86.0% |
| VEEV Veeva Systems Inc. Class A | 0.45% | 141,162 | $32.7M | Add +11.8% |
| EMR Emerson Electric Co. | 0.45% | 297,879 | $32.7M | Add +159.5% |
| XOM Exxon Mobil Corp. | 0.44% | 270,237 | $32.1M | Add +17.2% |
| UBER Uber Technologies Inc. | 0.44% | 435,627 | $31.7M | Add +370.4% |
| BSX Boston Scientific Corp. | 0.43% | 311,411 | $31.4M | Add +143.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.43% | 373,577 | $31.3M | Add +125.8% |
| CYBR Cyberark Software Ltd./Israel | 0.43% | 92,644 | $31.3M | Add +8.5% |
| NYT New York Times Co. Class A | 0.40% | 580,871 | $28.8M | Reduce -42.2% |
| TXN Texas Instruments Inc. | 0.38% | 153,351 | $27.6M | Reduce -5.0% |
| ROP Roper Technologies Inc. | 0.36% | 44,681 | $26.3M | Add +15.8% |
| CSCO Cisco Systems Inc. | 0.35% | 416,649 | $25.7M | Add +18.3% |
| NOW ServiceNow Inc. | 0.35% | 31,757 | $25.3M | Reduce -47.6% |
| NTAP Netapp Inc. | 0.35% | 287,132 | $25.2M | Add +128.9% |
| UNH Unitedhealth Group Inc. | 0.35% | 47,981 | $25.1M | Add +62.7% |
| PANW Palo Alto Networks Inc. | 0.33% | 140,304 | $23.9M | Reduce -45.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 95,266 | $23.7M | Add +13.1% |
| ADBE Adobe Inc. | 0.31% | 58,366 | $22.4M | Reduce -40.5% |
| CVX Chevron Corp. | 0.29% | 127,158 | $21.3M | Add +14.9% |
| WFC Wells Fargo & Co. | 0.29% | 292,878 | $21.0M | Add +721.4% |
| AME Ametek Inc. | 0.29% | 122,068 | $21.0M | Add +18.9% |
| WDAY Workday Inc. Class A | 0.29% | 89,785 | $21.0M | Add +1178.1% |
| HSIC Henry Schein Inc. | 0.28% | 298,132 | $20.4M | Add +3.0% |
| C Citigroup Inc. | 0.28% | 282,534 | $20.1M | Add +17.6% |
| CRM Salesforce Inc. | 0.27% | 73,822 | $19.8M | Add +379.7% |
| EQIX Equinix Inc. | 0.27% | 23,601 | $19.2M | Reduce -1.8% |
| VRSN Verisign Inc. | 0.26% | 73,557 | $18.7M | New |
| CME Cme Group Inc. | 0.26% | 70,074 | $18.6M | Add +3544.0% |
| DHR Danaher Corp. | 0.24% | 83,626 | $17.1M | Reduce -1.9% |
| GLW Corning Inc. | 0.24% | 373,025 | $17.1M | Add +24.3% |
| VZ Verizon Communications Inc. | 0.21% | 342,973 | $15.6M | Add +6.7% |
| WSO Watsco Inc. | 0.20% | 27,847 | $14.2M | Reduce -0.3% |
| VRSK Verisk Analytics Inc. | 0.19% | 47,081 | $14.0M | Add +2.2% |
| ZTS Zoetis Inc. | 0.19% | 84,128 | $13.9M | Add +1.7% |
| CSGP Costar Group Inc. | 0.19% | 172,482 | $13.7M | Add +13.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.19% | 38,571 | $13.6M | Reduce -3.7% |
| RACE Ferrari NV | 0.19% | 31,431 | $13.4M | Add +515.2% |
| NFLX Netflix Inc. | 0.18% | 14,108 | $13.2M | Add +0.4% |
| MELI MercadoLibre Inc. | 0.17% | 6,508 | $12.7M | Add +520.4% |
| AMD Advanced Micro Devices | 0.17% | 117,102 | $12.0M | Add +0.6% |
| SPG Simon Property Group Inc. | 0.17% | 72,290 | $12.0M | Add +2.7% |
| ANET Arista Networks Inc. | 0.16% | 154,020 | $11.9M | Add +27.1% |
| ENB Enbridge Inc. | 0.16% | 258,035 | $11.4M | Reduce -1.0% |
| ORCL Oracle Corp. | 0.16% | 80,787 | $11.3M | Add +2.6% |
| ARCC Ares Capital Corp. | 0.15% | 499,153 | $11.1M | Add +30.1% |
| CNI Canadian Natl Railway Co. | 0.15% | 111,206 | $10.8M | Add +25.4% |
| AMT American Tower Corp. | 0.15% | 49,132 | $10.7M | Add +15.3% |
| MPC Marathon Petroleum Corp. | 0.15% | 72,469 | $10.6M | Reduce -1.0% |
| QCOM Qualcomm Inc. | 0.15% | 68,616 | $10.5M | Add +27.5% |
| WELL Welltower Inc. | 0.14% | 64,525 | $9.9M | Reduce -21.6% |
| GEV GE Vernova Inc. | 0.13% | 31,718 | $9.7M | Add +5.4% |
| MCK McKesson Corp. | 0.13% | 14,325 | $9.6M | New |
| MSM MSC Industrial Direct Co. Class A | 0.13% | 123,944 | $9.6M | Add +22.0% |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -10.3% | 2.02% | −1.48 |
| HD Home Depot Inc. | Reduce -31.4% | 1.05% | −0.78 |
| BAC Bank of America Corp. | Reduce -24.4% | 1.20% | −0.68 |
| NOW ServiceNow Inc. | Reduce -47.6% | 0.35% | −0.65 |
| TSLA Tesla Inc. | Reduce -15.4% | 0.49% | −0.53 |
| CMCSA Comcast Corp. Class A | Reduce -96.7% | 0.02% | −0.52 |
| LOGI Logitech International-Reg | Reduce -83.5% | 0.09% | −0.49 |
| FTNT Fortinet Inc. | Reduce -36.1% | 0.68% | −0.49 |
| SHW The Sherwin-Williams Co. | Reduce -37.5% | 0.56% | −0.42 |
| NYT New York Times Co. Class A | Reduce -42.2% | 0.40% | −0.41 |
| PANW Palo Alto Networks Inc. | Reduce -45.4% | 0.33% | −0.39 |
| ADBE Adobe Inc. | Reduce -40.5% | 0.31% | −0.37 |
| ICE Intercontinental Exchange Inc. | Reduce -38.8% | 0.62% | −0.36 |
| FAST Fastenal Co. | Reduce -34.3% | 0.50% | −0.29 |
| ELV Elevance Health Inc. | Reduce -95.1% | 0.01% | −0.23 |
| BLK BlackRock Inc. | Reduce -15.2% | 0.52% | −0.23 |
| COST Costco Wholesale Corp. | Reduce -75.7% | 0.05% | −0.19 |
| V Visa Inc. Class A | Reduce -8.9% | 1.48% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -6.9% | 0.49% | −0.16 |
| CL Colgate-Palmolive Co. | Reduce -63.8% | 0.08% | −0.16 |
| CB Chubb Ltd. | Reduce -14.1% | 0.80% | −0.16 |
| TT Trane Technologies PLC | Reduce -59.9% | 0.07% | −0.15 |
| AEM Agnico Eagle Mines Ltd. | Reduce -96.1% | 0.01% | −0.14 |
| EOG EOG Resources Inc. | Reduce -96.6% | 0.00% | −0.13 |
| MRVL Marvell Technology Inc. | Reduce -14.2% | 0.08% | −0.11 |
| FCX Freeport-McMoran Inc. | Reduce -71.3% | 0.03% | −0.09 |
| COP Conocophillips | Reduce -3.8% | 0.87% | −0.09 |
| TXN Texas Instruments Inc. | Reduce -5.0% | 0.38% | −0.09 |
| EQIX Equinix Inc. | Reduce -1.8% | 0.27% | −0.09 |
| IQV Iqvia Holdings Inc. | Reduce -90.2% | 0.01% | −0.07 |
| DHR Danaher Corp. | Reduce -1.9% | 0.24% | −0.07 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −0.05 |
| TJX TJX Companies Inc. | Reduce -72.8% | 0.02% | −0.05 |
| DELL Dell Technologies -C | Reduce -36.4% | 0.04% | −0.05 |
| AMGN Amgen Inc. | Reduce -66.0% | 0.03% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -24.6% | 0.07% | −0.04 |
| DDOG Datadog Inc. Class A | Reduce -1.9% | 0.06% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.1% | 0.10% | −0.04 |
| VRT Vertiv Holdings Co. Class A | Reduce -5.0% | 0.04% | −0.04 |
| PH Parker Hannifin Corp. | Reduce -25.3% | 0.06% | −0.03 |
| SNPS Synopsys Inc. | Reduce -0.8% | 0.10% | −0.03 |
| KLAC KLA Corp. | Reduce -20.6% | 0.09% | −0.03 |
| APP AppLovin Corp. Class A | Reduce -1.6% | 0.06% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.7% | 0.19% | −0.02 |
| ENPH Enphase Energy Inc. | Reduce -35.5% | 0.03% | −0.02 |
| NKE Nike Inc. Class B | Reduce -0.1% | 0.07% | −0.02 |
| WELL Welltower Inc. | Reduce -21.6% | 0.14% | −0.02 |
| AXP American Express Co. | Reduce -9.1% | 0.07% | −0.02 |
| MCO Moody's Corp. | Reduce -3.8% | 0.12% | −0.02 |
| CVS CVS Health Corp. | Reduce -80.2% | 0.01% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| PG The Procter & Gamble Co. | Add +86.7% | 2.47% | +1.01 |
| LLY Eli Lilly & Co. | Add +27.5% | 5.04% | +0.89 |
| MA Mastercard Inc. Class A | Add +38.5% | 3.87% | +0.86 |
| NEE Nextera Energy Inc. | Add +120.1% | 1.72% | +0.83 |
| TSM Taiwan Semiconductor-SP ADR | Add +70.2% | 3.49% | +0.75 |
| JPM JPMorgan Chase & Co. | Add +41.9% | 2.52% | +0.57 |
| META Meta Platforms Inc. Class A | Add +66.1% | 1.76% | +0.55 |
| PLD Prologis Inc. | Add +111.9% | 1.03% | +0.51 |
| ADSK Autodesk Inc. | Add +128.9% | 1.14% | +0.51 |
| PEP Pepsico Inc. | Add +279.4% | 0.64% | +0.45 |
| KO The Coca-Cola Co. | Add +46.2% | 1.28% | +0.42 |
| UBER Uber Technologies Inc. | Add +370.4% | 0.44% | +0.35 |
| TTEK Tetra Tech Inc. | Add +124.2% | 1.10% | +0.35 |
| OC Owens Corning | Add +106.8% | 0.93% | +0.33 |
| ABNB Airbnb Inc. Class A | Add +71.9% | 1.14% | +0.32 |
| MDLZ Mondelez International Inc. Class A | Add +106.2% | 0.61% | +0.32 |
| INTU Intuit Inc. | Add +88.1% | 0.77% | +0.30 |
| WDAY Workday Inc. Class A | Add +1178.1% | 0.29% | +0.26 |
| ABBV Abbvie Inc. | Add +56.3% | 0.66% | +0.26 |
| VRSN Verisign Inc. | New | 0.26% | +0.26 |
| BSX Boston Scientific Corp. | Add +143.8% | 0.43% | +0.26 |
| WFC Wells Fargo & Co. | Add +721.4% | 0.29% | +0.25 |
| CME Cme Group Inc. | Add +3544.0% | 0.26% | +0.25 |
| BNY Bank of New York Mellon Corp. | Add +125.8% | 0.43% | +0.23 |
| EMR Emerson Electric Co. | Add +159.5% | 0.45% | +0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +29.1% | 0.88% | +0.23 |
| ACN Accenture PLC Class A | Add +37.5% | 2.55% | +0.20 |
| CRM Salesforce Inc. | Add +379.7% | 0.27% | +0.19 |
| EFX Equifax Inc. | Add +86.0% | 0.48% | +0.18 |
| PFE Pfizer Inc. | Add +67.3% | 0.54% | +0.16 |
| RACE Ferrari NV | Add +515.2% | 0.19% | +0.15 |
| MELI MercadoLibre Inc. | Add +520.4% | 0.17% | +0.15 |
| WST West Pharmaceutical Services | Add +106.3% | 0.68% | +0.14 |
| MCK McKesson Corp. | New | 0.13% | +0.13 |
| NTAP Netapp Inc. | Add +128.9% | 0.35% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +62.7% | 0.35% | +0.12 |
| ISRG Intuitive Surgical Inc. | Add +41.9% | 0.60% | +0.10 |
| PGR Progressive Corp. | Add +17.6% | 0.50% | +0.10 |
| FICO Fair Isaac Corp. | New | 0.09% | +0.09 |
| HDB HDFC Bank Ltd.-ADR | New | 0.07% | +0.07 |
| MPWR Monolithic Power Systems Inc. | New | 0.07% | +0.07 |
| SPGI S&P Global Inc. | Add +355.1% | 0.09% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +1571.3% | 0.07% | +0.07 |
| JNJ Johnson & Johnson | Add +7.2% | 0.70% | +0.06 |
| XOM Exxon Mobil Corp. | Add +17.2% | 0.44% | +0.06 |
| ROP Roper Technologies Inc. | Add +15.8% | 0.36% | +0.05 |
| CRH CRH PLC | Add +23.1% | 1.19% | +0.05 |
| CVX Chevron Corp. | Add +14.9% | 0.29% | +0.04 |
| EME Emcor Group Inc. | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | Add +13.1% | 0.33% | +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 |