Lgt Group Foundation Portfolio Holdings

Lgt Group Foundation

  • $7.1 Billion
  • Q1 2025

Lgt Group Foundation has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.1 Billion distributed in 1053 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $547M, Apple Inc. with a value of $446M, Amazon Com Inc with a value of $386M, Eli Lilly & CO with a value of $365M, and Mastercard Inc with a value of $281M.

Examining the 13F form we can see an increase of $803M in the current position value, from $6.3B to 7.1B.

Below you can find more details about Lgt Group Foundation portfolio as well as his latest detailed transactions.

Portfolio value $7.1 Billion
Technology: $2.49 Billion
Financial Services: $1.13 Billion
Healthcare: $882 Million
Consumer Cyclical: $776 Million
Communication Services: $547 Million
Industrials: $405 Million
Consumer Defensive: $383 Million
Real Estate: $149 Million
Other: $346 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.51T
$547 Million 7.71% of portfolio
1,458,182
Q1 2025 Added 18.37%
$3.26T
$446 Million 6.29% of portfolio
2,009,737
Q1 2025 Added 10.88%
$2.22T
$386 Million 5.43% of portfolio
2,026,742
Q1 2025 Added 21.47%
$767B
$365 Million 5.14% of portfolio
442,388
Q1 2025 Added 27.47%
$562B
$281 Million 3.95% of portfolio
512,315
Q1 2025 Added 38.54%
$993B
$269 Million 3.78% of portfolio
1,737,412
Q1 2025 Added 22.45%
$1.1T
$253 Million 3.57% of portfolio
1,526,445
Q1 2025 Added 70.19%
$359B
$245 Million 3.46% of portfolio
2,264,238
Q1 2025 Added 30.66%
$202B
$185 Million 2.61% of portfolio
593,910
Q1 2025 Added 37.52%
$788B
$183 Million 2.58% of portfolio
746,340
Q1 2025 Added 41.94%
$386B
$179 Million 2.52% of portfolio
1,049,317
Q1 2025 Added 86.72%
$99.1B
$147 Million 2.06% of portfolio
875,840
Q1 2025 Reduced 10.3%
$1.5T
$128 Million 1.8% of portfolio
222,048
Q1 2025 Added 66.07%
$218B
$126 Million 1.78% of portfolio
27,416
Q1 2025 Added 12.06%
$143B
$125 Million 1.76% of portfolio
1,761,459
Q1 2025 Added 120.13%
$606B
$108 Million 1.52% of portfolio
307,221
Q1 2025 Reduced 8.89%
$313B
$92.8 Million 1.31% of portfolio
1,295,205
Q1 2025 Added 46.23%
$362B
$87.3 Million 1.23% of portfolio
2,092,005
Q1 2025 Reduced 24.45%
$55.3B
$82.4 Million 1.16% of portfolio
689,413
Q1 2025 Added 71.89%
$1.89B
$80 Million 1.13% of portfolio
2,734,057
Q1 2025 Added 124.2%
$53.1B
$77.3 Million 1.09% of portfolio
314,583
Q1 2025 Added 128.9%
$377B
$76.5 Million 1.08% of portfolio
208,759
Q1 2025 Reduced 31.44%
$101B
$74.6 Million 1.05% of portfolio
667,396
Q1 2025 Added 111.86%
$1.1T
$68.5 Million 0.96% of portfolio
438,602
Q1 2025 Added 15.3%
$13.1B
$67.7 Million 0.95% of portfolio
474,224
Q1 2025 Added 106.82%
$648B
$63.6 Million 0.9% of portfolio
119,469
Q1 2025 Added 29.13%
$116B
$62.8 Million 0.88% of portfolio
597,814
Q1 2025 Reduced 3.82%
$119B
$58.2 Million 0.82% of portfolio
192,833
Q1 2025 Reduced 14.1%
$43.6B
$56 Million 0.79% of portfolio
590,426
Q1 2025 Added 0.2%
$215B
$56.1 Million 0.79% of portfolio
91,301
Q1 2025 Added 88.11%
$409B
$51 Million 0.72% of portfolio
307,343
Q1 2025 Added 7.21%
$16.9B
$49.5 Million 0.7% of portfolio
221,041
Q1 2025 Added 106.34%
$80.1B
$49.2 Million 0.69% of portfolio
510,788
Q1 2025 Reduced 36.09%
$335B
$48 Million 0.68% of portfolio
229,325
Q1 2025 Added 56.32%
$182B
$46.3 Million 0.65% of portfolio
308,576
Q1 2025 Added 279.39%
$98B
$45.2 Million 0.64% of portfolio
262,190
Q1 2025 Reduced 38.75%
$92.2B
$44 Million 0.62% of portfolio
648,208
Q1 2025 Added 106.21%
$187B
$43.2 Million 0.61% of portfolio
87,248
Q1 2025 Added 41.89%
$93.5B
$40.6 Million 0.57% of portfolio
116,263
Q1 2025 Reduced 37.49%
$136B
$38.9 Million 0.55% of portfolio
1,533,401
Q1 2025 Added 67.27%
$24.5B
$36 Million 0.51% of portfolio
464,244
Q1 2025 Reduced 34.32%
$155B
$36.2 Million 0.51% of portfolio
127,803
Q1 2025 Added 17.59%
$206B
$35.3 Million 0.5% of portfolio
393,598
Q1 2025 Reduced 6.86%
$1.03T
$35.8 Million 0.5% of portfolio
138,133
Q1 2025 Reduced 15.42%
$33.3B
$34.8 Million 0.49% of portfolio
143,046
Q1 2025 Added 85.95%
$75.1B
$32.7 Million 0.46% of portfolio
297,879
Q1 2025 Added 159.46%
$39.9B
$32.7 Million 0.46% of portfolio
141,162
Q1 2025 Added 11.83%
$447B
$32.1 Million 0.45% of portfolio
270,237
Q1 2025 Added 17.17%
$171B
$31.7 Million 0.45% of portfolio
435,627
Q1 2025 Added 370.44%

Summary

  • Portfolio
  • No. of Stocks 1,053
  • Current Value $7.1 Billion
  • Prior Value $6.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 32 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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