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
$96B
$2.54 Million 0.04% of portfolio
10,954
Q1 2025 Reduced 4.09%
$29.3B
$2.78 Million 0.04% of portfolio
30,487
Q1 2025 Reduced 36.35%
$70B
$2.61 Million 0.04% of portfolio
20,148
Q1 2025 Reduced 35.93%
$2.39B
$2.61 Million 0.04% of portfolio
36,829
Q1 2025 Added 89.53%
$261B
$1.87 Million 0.03% of portfolio
22,182
Q1 2025 Reduced 16.74%
$173B
$2.44 Million 0.03% of portfolio
35,568
Q1 2025 Added 12.36%
$18.7B
$1.8 Million 0.03% of portfolio
34,532
Q1 2025 Added 0.61%
$50.4B
$2.19 Million 0.03% of portfolio
52,425
Q1 2025 Added 11.09%
$68.8B
$2.42 Million 0.03% of portfolio
5,536
Q1 2025 Reduced 20.1%
$14.9B
$2.04 Million 0.03% of portfolio
24,624
Q1 2025 Added 8.25%
$17.3B
$1.84 Million 0.03% of portfolio
28,065
Q1 2025 Reduced 18.93%
$223B
$2.33 Million 0.03% of portfolio
19,937
Q1 2025 Added 4.26%
$13.8B
$1.97 Million 0.03% of portfolio
24,786
Q1 2025 Added 42.79%
$106B
$1.87 Million 0.03% of portfolio
30,592
Q1 2025 Added 2.4%
$30.3B
$1.86 Million 0.03% of portfolio
32,565
Q1 2025 Added 3.67%
$8.72B
$2.16 Million 0.03% of portfolio
39,321
Q1 2025 Added 59.79%
$6.13B
$1.93 Million 0.03% of portfolio
31,140
Q1 2025 Reduced 35.51%
$116B
$2.18 Million 0.03% of portfolio
69,191
Q1 2025 Added 26.8%
$157B
$1.83 Million 0.03% of portfolio
5,881
Q1 2025 Reduced 65.96%
$83.9B
$2.25 Million 0.03% of portfolio
8,850
Q1 2025 Added 2.48%
$60.3B
$2.29 Million 0.03% of portfolio
60,618
Q1 2025 Reduced 71.32%
$62.5B
$1.9 Million 0.03% of portfolio
6,430
Q1 2025 Added 21.44%
$323B
$2.01 Million 0.03% of portfolio
15,182
Q1 2025 Reduced 17.61%
$157B
$1.13 Million 0.02% of portfolio
30,647
Q1 2025 Reduced 96.68%
$129B
$1.47 Million 0.02% of portfolio
12,379
Q1 2025 Added 39.86%
$99.4B
$1.36 Million 0.02% of portfolio
13,902
Q1 2025 Reduced 3.29%
$146B
$1.2 Million 0.02% of portfolio
9,832
Q1 2025 Reduced 72.85%
$23.9B
$1.41 Million 0.02% of portfolio
19,750
Q1 2025 Reduced 24.62%
$139B
$1.28 Million 0.02% of portfolio
5,398
Q1 2025 Added 9.69%
$162B
$1.58 Million 0.02% of portfolio
3,167
Q1 2025 Reduced 6.52%
$16B
$1.35 Million 0.02% of portfolio
39,325
Q1 2025 Added 91.27%
$19.8B
$1.7 Million 0.02% of portfolio
66,838
Q1 2025 Added 0.35%
$4.31B
$1.1 Million 0.02% of portfolio
9,352
Q1 2025 Added 26.65%
$42.9B
$1.46 Million 0.02% of portfolio
9,135
Q4 2024 Reduced 33.76%
$140B
$1.21 Million 0.02% of portfolio
5,175
Q1 2025 Reduced 0.67%
$16.3B
$1.32 Million 0.02% of portfolio
20,054
Q1 2025 Reduced 9.57%
$35.1B
$1.27 Million 0.02% of portfolio
17,068
Q1 2024 Reduced 16.66%
$7.4B
$1.46 Million 0.02% of portfolio
19,802
Q1 2025 New
$17.8B
$1.74 Million 0.02% of portfolio
43,042
Q1 2025 Added 1.19%
$72.8B
$1.36 Million 0.02% of portfolio
3,400
Q1 2025 Reduced 0.73%
$131B
$1.56 Million 0.02% of portfolio
5,095
Q3 2024 Reduced 11.3%
$12.6B
$1.27 Million 0.02% of portfolio
9,842
Q1 2025 Reduced 41.8%
$3.54B
$1.52 Million 0.02% of portfolio
101,731
Q1 2025 Added 18.39%
$116B
$1.64 Million 0.02% of portfolio
3,388
Q1 2025 Added 45.16%
$17.1B
$472,000 0.01% of portfolio
1,402
Q1 2025 Reduced 2.3%
$204B
$561,000 0.01% of portfolio
4,240
Q4 2024 Added 31.88%
$235B
$605,000 0.01% of portfolio
4,566
Q1 2025 Reduced 3.22%
$10.2B
$393,000 0.01% of portfolio
1,954
Q1 2025 New
$84.4B
$589,000 0.01% of portfolio
8,695
Q1 2025 Reduced 80.2%

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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