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
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