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CIK: 0001911278
Total reported value
$8.8B
$8.8B
288 檔
22.9%
The Q1 2025 SEC filing reveals that LGT Group Foundation held a total portfolio value of $8.8B, covering 288 public equity positions.
In Q1 2025, LGT Group Foundation displayed an active expansion posture, initiating 1 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 22.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VRSN
市值: $18.7M
Top Position Liquidated / Trimmed
AVGO
前期市值: $226.4M
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.55% | -0.31% | +18.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.15% | +0.60% | +10.88% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.32% | -4.31% | EXIT | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.04% | +0.94% | +27.47% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.87% | -0.20% | +38.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.70% | +0.95% | +22.45% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.49% | — | +70.19% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | +0.61% | +30.66% | |
| 9 | ACN | Accenture plc | Stock-Tech | 2.55% | -1.13% | +37.52% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.52% | +0.07% | +41.94% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.47% | -0.74% | +86.72% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | +1.30% | -10.30% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.76% | -0.22% | +66.07% | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.74% | -0.16% | +12.06% | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 1.72% | -0.22% | +120.13% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | -0.15% | -8.89% | |
| 17 | UBS | UBS Group AG | Stock-Financials | 1.37% | +0.23% | +8.13% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.28% | +0.02% | +46.23% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.20% | +0.15% | -24.45% | |
| 20 | CRH | CRH plc | Stock-Materials | 1.19% | -0.07% | +23.09% | |
| 21 | ADSK | Autodesk Inc | Stock-Tech | 1.14% | -0.51% | +128.90% | |
| 22 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.14% | -0.15% | +71.89% | |
| 23 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.10% | +0.06% | +124.20% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | +0.06% | -31.44% | |
| 25 | PLD | Prologis Inc | Stock-Real Estate | 1.03% | -0.05% | +111.86% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | -0.89% | EXIT | |
| 27 | OC | Owens Corning | Stock-Industrials | 0.93% | +0.22% | +106.82% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | — | +29.13% | |
| 29 | COP | Conocophillips | Stock-Energy | 0.87% | -0.29% | -3.82% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.80% | -0.13% | -14.10% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 0.77% | — | +88.11% | |
| 32 | ALC | Alcon Inc. | Stock-Healthcare | 0.77% | -0.10% | +0.20% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | +0.03% | +7.21% | |
| 34 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.68% | +0.29% | +106.34% | |
| 35 | FTNT | Fortinet Inc | Stock-Tech | 0.68% | -0.06% | -36.09% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.16% | +56.32% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.08% | +279.39% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.62% | -0.10% | -38.75% | |
| 39 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.61% | -0.01% | +106.21% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.60% | -0.03% | +41.89% | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.56% | +0.01% | -37.49% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.54% | -0.11% | +67.27% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.52% | +0.02% | -15.19% | |
| 44 | PGR | Progressive CORP | Stock-Financials | 0.50% | +0.02% | +17.59% | |
| 45 | FAST | Fastenal Co | Stock-Industrials | 0.50% | +0.02% | -34.32% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | — | -15.42% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | +0.01% | -6.86% | |
| 48 | EFX | Equifax Inc | Stock-Industrials | 0.48% | -0.01% | +85.95% | |
| 49 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.45% | — | +11.83% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.45% | +0.08% | +159.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +1% | +86.72% | Add |
| 2 | LLY | Eli Lilly & Co | +0.9% | +27.47% | Add |
| 3 | MA | Mastercard Inc - A | +0.9% | +38.54% | Add |
| 4 | NEE | Nextera Energy Inc | +0.8% | +120.13% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +70.19% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.6% | +41.94% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.6% | +66.07% | Add |
| 8 | ADSK | Autodesk Inc | +0.5% | +128.90% | Add |
| 9 | PLD | Prologis Inc | +0.5% | +111.86% | Add |
| 10 | PEP | Pepsico Inc | +0.5% | +279.39% | Add |
| 11 | KO | Coca-cola Co/the | +0.4% | +46.23% | Add |
| 12 | TTEK | Tetra Tech Inc | +0.4% | +124.20% | Add |
| 13 | UBER | Uber Technologies Inc | +0.4% | +370.44% | Add |
| 14 | OC | Owens Corning | +0.3% | +106.82% | Add |
| 15 | ABNB | Airbnb Inc-class A | +0.3% | +71.89% | Add |
| 16 | MDLZ | Mondelez International Inc-a | +0.3% | +106.21% | Add |
| 17 | INTU | Intuit Inc | +0.3% | +88.11% | Add |
| 18 | ABBV | Abbvie Inc | +0.3% | +56.32% | Add |
| 19 | WDAY | Workday Inc-class A | +0.3% | +1178.08% | Add |
| 20 | VRSN | Verisign Inc | +0.3% | NEW | New buy |
| 21 | BSX | Boston Scientific CORP | +0.3% | +143.77% | Add |
| 22 | WFC | Wells Fargo & Co | +0.3% | +721.35% | Add |
| 23 | CME | Cme Group Inc | +0.3% | +3543.99% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +29.13% | Add |
| 25 | BNY | Bank Of New York Mellon CORP | +0.2% | +125.78% | Add |
| 26 | EMR | Emerson Electric Co | +0.2% | +159.46% | Add |
| 27 | ACN | Accenture plc | +0.2% | +37.52% | Add |
| 28 | CRM | Salesforce Inc | +0.2% | +379.74% | Add |
| 29 | EFX | Equifax Inc | +0.2% | +85.95% | Add |
| 30 | PFE | Pfizer Inc | +0.2% | +67.27% | Add |
| 31 | WST | West Pharmaceutical Services | +0.1% | +106.34% | Add |
| 32 | CRH | CRH plc | +0.1% | +23.09% | Add |
| 33 | NVDA | Nvidia CORP | -0.2% | +30.66% | Add |
| 34 | ELV | Elevance Health Inc | -0.2% | -95.06% | Trim |
| 35 | FAST | Fastenal Co | -0.3% | -34.32% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.4% | +21.47% | Add |
| 37 | ADBE | Adobe Inc | -0.4% | -40.48% | Trim |
| 38 | ICE | Intercontinental Exchange In | -0.4% | -38.75% | Trim |
| 39 | PANW | Palo Alto Networks Inc | -0.4% | -45.36% | Trim |
| 40 | NYT | New York Times Co-a | -0.4% | -42.19% | Trim |
| 41 | SHW | Sherwin-williams Co/the | -0.4% | -37.49% | Trim |
| 42 | LOGI | Logitech International S.A. | -0.5% | -83.48% | Trim |
| 43 | MSFT | Microsoft CORP | -0.5% | +18.37% | Add |
| 44 | FTNT | Fortinet Inc | -0.5% | -36.09% | Trim |
| 45 | CMCSA | Comcast Corp-class A | -0.5% | -96.68% | Trim |
| 46 | TSLA | Tesla Inc | -0.5% | -15.42% | Trim |
| 47 | NOW | Servicenow Inc | -0.6% | -47.59% | Trim |
| 48 | BAC | Bank Of America CORP | -0.7% | -24.45% | Trim |
| 49 | HD | Home Depot Inc | -0.8% | -31.44% | Trim |
| 50 | AVGO | Broadcom Inc | -1.5% | -10.30% | Trim |
According to official SEC Form 13F filings, LGT Group Foundation reported a total U.S. public equity portfolio value of $8.8B across 288 disclosed positions in Q1 2025.
During Q1 2025, LGT Group Foundation's top holdings by market value included MSFT (7.5%)、AAPL (6.2%)、AMZN (5.3%). The largest single position, MSFT, represented 7.5% of total portfolio value.
In Q1 2025, LGT Group Foundation made 50 total portfolio adjustments, initiating 1 new buys, adding to 34 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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