LGT Group Foundation
Sector Allocation
- Technology41.7%$3.7B
- Healthcare17.5%$1.5B
- Financials15.9%$1.4B
- Energy5.2%$459.2M
- Materials3.9%$343.8M
- Consumer Staples3.8%$339.6M
- Industrials3.5%$308.5M
- Utilities3.1%$272.0M
- Consumer Discretionary2.5%$221.9M
- Real Estate1.7%$151.6M
AUM History
13fpro.ai/research/fund/lgt-group-foundation-1911278
Conviction and streaks
Concentrating · top 10 = 46.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOGL
$612.0MMSFT
$553.0MAAPL
$513.8MNVDA
$497.6MLLY
$479.4MAZN
$370.3MAVGO
$300.1MJPM
$297.1MMA
$238.7MNEE
$223.7MMETA
$195.3MCRH
$177.2MUBS
$162.4MTTE
$159.5MJNJ
$133.9MXOM.R34088
$121.0MMU
$117.8MKO
$112.9MABBV
$111.2MSPGI
$110.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lgt-group-foundation-1911278
LGT Group Foundation 13F holdings — Q2 2026
$8.8B portfolio (+7.9% QoQ) · 284 holdings · Q2 2026 13F · top 10 are 46% of the stock portfolio
$612.0M
6.9% of stocks
+0.5%This quarter-11.7%Since filed10+ qtrsHeld$553.0M
6.3% of stocks
+2%This quarter+5.2%Since filed10+ qtrsHeld$513.8M
5.8% of stocks
+5%This quarter+11.6%Since filed10+ qtrsHeld$497.6M
5.6% of stocks
+5%This quarter-0.7%Since filed10+ qtrsHeld$479.4M
5.4% of stocks
-0.0%This quarter+3.8%Since filed10+ qtrsHeld$370.3M
4.2% of stocks
+5%This quarter+6.3%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$300.1M
3.4% of stocks
+43%This quarter-22.1%Since filed10+ qtrsHeld$297.1M
3.4% of stocks
-0.8%This quarter-7.2%Since filed10+ qtrsHeld$238.7M
2.7% of stocks
-2%This quarter+8.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$223.7M
2.5% of stocks
+5%This quarter-3.1%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — LGT Group Foundation (Q2 2026)
284 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Meta Platforms, Inc. | Technology | $195.3M | 2.2% | 347K | -0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CRH PUBLIC LTD CO | Materials | $177.2M | 2.0% | 1.66M | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | UBS Group AG | Financials | $162.4M | 1.8% | 3.28M | -5% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TotalEnergies SE | Energy | $159.5M | 1.8% | 2.05M | +6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JOHNSON & JOHNSON | Healthcare | $133.9M | 1.5% | 527K | +6% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | EXXON MOBIL CORP | Energy | $121.0M | 1.4% | 885K | +10% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MICRON TECHNOLOGY INC | Technology | $117.8M | 1.3% | 102K | -26% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | COCA COLA CO | Consumer Staples | $112.9M | 1.3% | 1.39M | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AbbVie Inc. | Healthcare | $111.2M | 1.3% | 442K | +7% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | S&P Global Inc. | Financials | $110.6M | 1.3% | 272K | +8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | TETRA TECH INC | Technology | $108.2M | 1.2% | 3.75M | +18% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VISA INC. | Financials | $107.8M | 1.2% | 314K | -15% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | PROCTER & GAMBLE Co | Consumer Staples | $93.6M | 1.1% | 638K | -37% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ADVANCED MICRO DEVICES INC | Technology | $86.5M | 1.0% | 149K | +52% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | HOME DEPOT, INC. | Consumer Discretionary | $85.0M | 1.0% | 241K | +7% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PLD | Prologis, Inc. | Real Estate | $82.0M | 0.9% | 605K | +0.1% | |||
| 27 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $80.2M | 0.9% | 223K | +10% | |||
| 28 | $OC | Owens Corning | Materials | $73.7M | 0.8% | 464K | +0.9% | |||
| 29 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $68.3M | 0.8% | 1.20M | +14% | |||
| 30 | $WAT | WATERS CORP /DE/ | Healthcare | $64.1M | 0.7% | 171K | +341% | |||
| 31 | $BLK | BlackRock, Inc. | Financials | $63.9M | 0.7% | 66K | +11% | |||
| 32 | $PANW | Palo Alto Networks Inc | Technology | $62.4M | 0.7% | 183K | -17% | |||
| 33 | $CB | Chubb Ltd | Financials | $60.3M | 0.7% | 177K | -13% | |||
| 34 | $FAST | FASTENAL CO | Industrials | $59.6M | 0.7% | 1.24M | +6% | |||
| 35 | $WDC | WESTERN DIGITAL CORP | Technology | $58.0M | 0.7% | 91K | -41% | |||
| 36 | $PEP | PEPSICO INC | Consumer Staples | $57.7M | 0.7% | 426K | +11% | |||
| 37 | $PFE | PFIZER INC | Healthcare | $57.0M | 0.7% | 2.37M | +7% | |||
| 38 | $CSCO | CISCO SYSTEMS, INC. | Technology | $56.6M | 0.6% | 482K | -29% | |||
| 39 | $EMR | EMERSON ELECTRIC CO | Industrials | $55.5M | 0.6% | 387K | +13% | |||
| 40 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $54.2M | 0.6% | 75K | -11% | |||
| 41 | $MCD | MCDONALDS CORP | Consumer Discretionary | $52.5M | 0.6% | 194K | +22% | |||
| 42 | $TXN | TEXAS INSTRUMENTS INC | Technology | $50.2M | 0.6% | 168K | +58% | |||
| 43 | $GS | GOLDMAN SACHS GROUP INC | Financials | $45.6M | 0.5% | 45K | -9% | |||
| 44 | $MDT | Medtronic plc | Healthcare | $44.8M | 0.5% | 573K | +124% | |||
| 45 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $43.9M | 0.5% | 88K | +3% | |||
| 46 | $ALC | ALCON INC | Healthcare | $42.2M | 0.5% | 624K | -3% | |||
| 47 | $ENB | ENBRIDGE INC | Energy | $39.5M | 0.5% | 730K | +194% | |||
| 48 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $38.7M | 0.4% | 217K | +1754% | |||
| 49 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $36.0M | 0.4% | 128K | +12% | |||
| 50 | $UBER | Uber Technologies, Inc | Technology | $35.9M | 0.4% | 497K | +29% | |||
| 51 | $MTZ | MASTEC INC | Energy | $35.5M | 0.4% | 85K | +5% | |||
| 52 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $34.0M | 0.4% | 82K | +212% | |||
| 53 | $SHW | SHERWIN WILLIAMS CO | Materials | $33.2M | 0.4% | 96K | +2% | |||
| 54 | $CVX | CHEVRON CORP | Energy | $33.2M | 0.4% | 200K | +26% | |||
| 55 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $32.5M | 0.4% | 82K | +15% | |||
| 56 | $ACN | Accenture plc | Technology | $32.2M | 0.4% | 258K | -58% | |||
| 57 | $GE | GENERAL ELECTRIC CO | Industrials | $30.6M | 0.3% | 82K | -0.8% | |||
| 58 | $C | CITIGROUP INC | Financials | $29.9M | 0.3% | 214K | -1% | |||
| 59 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $29.2M | 0.3% | 353K | -0.5% | |||
| 60 | $AME | AMETEK INC/ | Industrials | $28.7M | 0.3% | 118K | -2% | |||
| 61 | $RY | ROYAL BANK OF CANADA | Financials | $28.1M | 0.3% | 136K | +743% | |||
| 62 | $MRK | Merck & Co., Inc. | Healthcare | $26.4M | 0.3% | 206K | +5% | |||
| 63 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $26.1M | 0.3% | 452K | +4% | |||
| 64 | $CME | CME GROUP INC. | Financials | $25.8M | 0.3% | 117K | +3% | |||
| 65 | $ADSK | Autodesk, Inc. | Technology | $25.7M | 0.3% | 132K | -52% | |||
| 66 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $24.9M | 0.3% | 114K | +5% | |||
| 67 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $23.7M | 0.3% | 25K | +28% | |||
| 68 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $23.5M | 0.3% | 31K | -5% | |||
| 69 | $ICE | Intercontinental Exchange, Inc. | Financials | $22.3M | 0.3% | 181K | -2% | |||
| 70 | $COP | CONOCOPHILLIPS | Energy | $22.3M | 0.3% | 214K | -36% | |||
| 71 | $EME | EMCOR Group, Inc. | Industrials | $22.2M | 0.3% | 27K | +76% | |||
| 72 | $NFLX | NETFLIX INC | Communication Services | $21.2M | 0.2% | 297K | -3% | |||
| 73 | $FTNT | Fortinet, Inc. | Technology | $21.2M | 0.2% | 138K | -53% | |||
| 74 | $TSLA | Tesla, Inc. | Consumer Discretionary | $21.1M | 0.2% | 50K | -6% | |||
| 75 | $KLAC | KLA CORP | Technology | $21.0M | 0.2% | 70K | +889% | |||
| 76 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $20.0M | 0.2% | 90K | +6% | |||
| 77 | $FCX | FREEPORT-MCMORAN INC | Materials | $19.9M | 0.2% | 317K | +453% | |||
| 78 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $19.9M | 0.2% | 470K | +15% | |||
| 79 | $AMGN | AMGEN INC | Healthcare | $19.5M | 0.2% | 54K | +1005% | |||
| 80 | $JCI | Johnson Controls International plc | Industrials | $18.2M | 0.2% | 124K | +6051% | |||
| 81 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $17.8M | 0.2% | 149K | +8% | |||
| 82 | $SYK | STRYKER CORP | Healthcare | $17.0M | 0.2% | 54K | +5% | |||
| 83 | $SNPS | SYNOPSYS INC | Technology | $16.4M | 0.2% | 37K | +4% | |||
| 84 | $NOW | ServiceNow, Inc. | Technology | $15.9M | 0.2% | 160K | -17% | |||
| 85 | $CMI | CUMMINS INC | Industrials | $15.7M | 0.2% | 22K | New | |||
| 86 | $ASML | ASML HOLDING NV | Technology | $15.4M | 0.2% | 7,748 | -6% | |||
| 87 | $NYT | NEW YORK TIMES CO | Communication Services | $15.3M | 0.2% | 218K | -2% | |||
| 88 | $NEM | NEWMONT Corp /DE/ | Materials | $15.3M | 0.2% | 163K | +40% | |||
| 89 | $MPC | Marathon Petroleum Corp | Energy | $15.2M | 0.2% | 60K | +9% | |||
| 90 | $ORCL | ORACLE CORP | Technology | $15.1M | 0.2% | 103K | +44% | |||
| 91 | $EQIX | EQUINIX INC | Real Estate | $14.7M | 0.2% | 14K | -15% | |||
| 92 | $CEG | Constellation Energy Corp | Utilities | $14.7M | 0.2% | 59K | +7% | |||
| 93 | $LNG | Cheniere Energy, Inc. | Energy | $14.4M | 0.2% | 60K | New | |||
| 94 | $ANET | Arista Networks, Inc. | Technology | $14.4M | 0.2% | 85K | -1% | |||
| 95 | $WMT | Walmart Inc. | Consumer Staples | $14.3M | 0.2% | 127K | -7% | |||
| 96 | $O | REALTY INCOME CORP | Real Estate | $14.0M | 0.2% | 226K | +11% | |||
| 97 | $MRVL | Marvell Technology, Inc. | Technology | $13.4M | 0.1% | 45K | +0.4% | |||
| 98 | $LITE | Lumentum Holdings Inc. | Technology | $12.8M | 0.1% | 15K | -32% | |||
| 99 | $KGS | Kodiak Gas Services, Inc. | Energy | $12.8M | 0.1% | 170K | New | |||
| 100 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $12.6M | 0.1% | 77K | +8% | |||
| 101 | $NET | Cloudflare, Inc. | Technology | $12.4M | 0.1% | 51K | +18% | |||
| 102 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $12.4M | 0.1% | 144K | New | |||
| 103 | $D | DOMINION ENERGY, INC | Utilities | $12.4M | 0.1% | 182K | +13% | |||
| 104 | $ARCC | ARES CAPITAL CORP | Other | $12.4M | 0.1% | 669K | +10% | |||
| 105 | $SOFI | SoFi Technologies, Inc. | Financials | $10.9M | 0.1% | 607K | +97% | |||
| 106 | $DDOG | Datadog, Inc. | Technology | $10.5M | 0.1% | 40K | +0.1% | |||
| 107 | $PLTR | Palantir Technologies Inc. | Technology | $10.4M | 0.1% | 89K | +534% | |||
| 108 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $8.8M | 0.1% | 18K | -20% | |||
| 109 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $8.6M | 0.1% | 40K | +120% | |||
| 110 | $XYL | Xylem Inc. | Industrials | $8.5M | 0.1% | 72K | -2% | |||
| 111 | $WELL | WELLTOWER INC. | Real Estate | $7.8M | 0.1% | 34K | -3% | |||
| 112 | $WPM | Wheaton Precious Metals Corp. | Materials | $7.7M | 0.1% | 68K | -23% | |||
| 113 | $ABNB | Airbnb, Inc. | Technology | $7.6M | 0.1% | 53K | -66% | |||
| 114 | — | EVERPURE INC - CL A | — | $7.3M | 0.1% | 93K | +2% | |||
| 115 | $DELL | Dell Technologies Inc. | Technology | $7.3M | 0.1% | 17K | -41% | |||
| 116 | $STX | Seagate Technology Holdings plc | Technology | $6.7M | 0.1% | 6,945 | -11% | |||
| 117 | $BEPC | Brookfield Renewable Corp | Utilities | $6.4M | 0.1% | 173K | New | |||
| 118 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $6.4M | 0.1% | 3,231 | -8% | |||
| 119 | $HSIC | HENRY SCHEIN INC | Healthcare | $6.3M | 0.1% | 75K | +2% | |||
| 120 | $ECL | ECOLAB INC. | Materials | $6.1M | 0.1% | 22K | +8% | |||
| 121 | $VRT | Vertiv Holdings Co | Technology | $6.0M | 0.1% | 18K | -25% | |||
| 122 | $APP | AppLovin Corp | Technology | $5.8M | 0.1% | 11K | -1% | |||
| 123 | $DHR | DANAHER CORP /DE/ | Healthcare | $5.6M | 0.1% | 29K | +2% | |||
| 124 | $QCOM | QUALCOMM INC/DE | Technology | $5.5M | 0.1% | 30K | -36% | |||
| 125 | $MSI | Motorola Solutions, Inc. | Technology | $5.5M | 0.1% | 13K | +35% | |||
| 126 | $LOGI | LOGITECH INTERNATIONAL S.A. | Technology | $5.4M | 0.1% | 58K | -4% | |||
| 127 | $HDB | HDFC BANK LTD | Financials | $5.4M | 0.1% | 209K | +4% | |||
| 128 | $DIS | Walt Disney Co | Communication Services | $5.4M | 0.1% | 56K | -9% | |||
| 129 | $DE | DEERE & CO | Industrials | $5.1M | 0.1% | 8,112 | +2% | |||
| 130 | $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | Financials | $4.6M | 0.1% | 135K | -1% | |||
| 131 | $HCA | HCA Healthcare, Inc. | Healthcare | $4.3M | 0.1% | 11K | -4% | |||
| 132 | — | ISHARES TR - MSCI ACWI ETF | — | $4.3M | 0.1% | 27K | New | |||
| 133 | $VRSK | Verisk Analytics, Inc. | Technology | $4.2M | 0.1% | 23K | -5% | |||
| 134 | $EW | Edwards Lifesciences Corp | Healthcare | $4.1M | 0.1% | 46K | +9% | |||
| 135 | $LRCX | LAM RESEARCH CORP | Technology | $4.0M | 0.1% | 9,187 | +11% | |||
| 136 | $SCHW | SCHWAB CHARLES CORP | Financials | $3.9M | 0.0% | 42K | +7% | |||
| 137 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $3.8M | 0.0% | 17K | +5% | |||
| 138 | $PH | Parker-Hannifin Corp | Industrials | $3.6M | 0.0% | 3,686 | -7% | |||
| 139 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $3.5M | 0.0% | 38K | +214% | |||
| 140 | $RIO | RIO TINTO PLC | Materials | $3.4M | 0.0% | 36K | +4% | |||
| 141 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $3.2M | 0.0% | 8,473 | +0.5% | |||
| 142 | $INTC | INTEL CORP | Technology | $3.1M | 0.0% | 23K | -49% | |||
| 143 | $CRM | Salesforce, Inc. | Technology | $3.1M | 0.0% | 20K | -24% | |||
| 144 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $3.1M | 0.0% | 34K | -3% | |||
| 145 | $NDAQ | NASDAQ, INC. | Financials | $3.1M | 0.0% | 39K | -2% | |||
| 146 | $HLN | Haleon plc | Consumer Staples | $2.9M | 0.0% | 307K | +3% | |||
| 147 | $AXP | AMERICAN EXPRESS CO | Financials | $2.8M | 0.0% | 8,188 | -7% | |||
| 148 | $SPOT | Spotify Technology S.A. | Communication Services | $2.7M | 0.0% | 5,981 | -8% | |||
| 149 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $2.7M | 0.0% | 12K | -18% | |||
| 150 | $AZO | AUTOZONE INC | Consumer Discretionary | $2.7M | 0.0% | 844 | +3% |
What changed in Q2 2026
Against the previous quarter's 13F: 26 new, 112 added to, 130 trimmed, 24 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
$CMICUMMINS INC$15.7M
first bought this quarter
$LNGCheniere Energy, Inc.$14.4M
first bought this quarter
$KGSKodiak Gas Services, Inc.$12.8M
first bought this quarter
$CPCANADIAN PACIFIC KANSAS CITY LTD/CN$12.4M
first bought this quarter
$BEPCBrookfield Renewable Corp$6.4M
first bought this quarter
- ISHARES TR - MSCI ACWI ETF$4.3M
first bought this quarter
+20 more in the Excel export
Added to (112)
now $300.1M · held 10+ qtrs
$WATWATERS CORP /DE/+341%
now $64.1M · held 10+ qtrs, 2 adds in a row
$BKNGBooking Holdings Inc.+1754%
now $38.7M · held 10+ qtrs
$AMDADVANCED MICRO DEVICES INC+52%
now $86.5M · held 10+ qtrs, 2 adds in a row
$ENBENBRIDGE INC+194%
now $39.5M · held 10+ qtrs
now $513.8M · held 10+ qtrs
+106 more in the Excel export
Trimmed (130)
$PGPROCTER & GAMBLE Co-37%
now $93.6M · held 10+ qtrs
$ACNAccenture plc-58%
now $32.2M · held 10+ qtrs, 2 trims in a row
now $117.8M · held 10+ qtrs
$WDCWESTERN DIGITAL CORP-41%
now $58.0M · held 10+ qtrs, 3 trims in a row
$ADSKAutodesk, Inc.-52%
now $25.7M · held 10+ qtrs, 2 trims in a row
$FTNTFortinet, Inc.-53%
now $21.2M · held 10+ qtrs, 8 trims in a row
+124 more in the Excel export
Holdings by quarter
Every 13F LGT Group Foundation has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow LGT Group Foundation?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LGT Group Foundation's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.4%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 27% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LGT Group Foundation disclosed 284 positions worth $8.8B in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 6.9% of the equity portfolio, followed by $MSFT and $AAPL. During the quarter the fund opened 26 new positions and exited 24 — including a new stake in $CMI and a full exit from $AMZN. The portfolio is most concentrated in Technology (41.7% of disclosed assets). All figures are sourced directly from LGT Group Foundation’s Form 13F-HR filing with the SEC under CIK 1911278.
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AI-Powered Hedge Fund Analysis: LGT Group Foundation
13F Pro is an AI hedge fund tracker and stock research platform. For LGT Group Foundation (SEC CIK: 1911278), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LGT Group Foundation's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.