13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001911278
Total reported value
$8.8B
$8.8B
290 檔
30.5%
According to the latest 13F quarterly dataset, LGT Group Foundation managed an equity portfolio of $8.8B at the end of Q4 2025, spanning 290 distinct U.S. exchange-listed positions.
During Q4 2025, LGT Group Foundation performed routine portfolio adjustments (2 new buys, 25 additions, 23 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 290 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.10% | -0.31% | -0.14% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.75% | +0.94% | -2.82% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.33% | +0.95% | -2.08% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.25% | +0.60% | -0.05% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.91% | +0.61% | -2.75% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.47% | -4.31% | EXIT | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.24% | — | -6.94% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.10% | -0.20% | -1.08% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.99% | +0.07% | +3.01% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | -0.22% | +1.73% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.34% | +1.30% | -11.79% | |
| 12 | CRH | CRH plc | Stock-Materials | 2.21% | -0.07% | -3.26% | |
| 13 | ACN | Accenture plc | Stock-Tech | 1.88% | -1.13% | +22.35% | |
| 14 | UBS | UBS Group AG | Stock-Financials | 1.86% | +0.23% | +13.19% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.60% | -0.74% | +1.17% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.56% | -0.22% | +0.52% | |
| 17 | TTE | TotalEnergies SE | Stock-Other | 1.49% | -0.39% | — | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 1.44% | -0.05% | +12.20% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | -0.15% | -2.34% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.15% | +0.02% | -5.56% | |
| 21 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.13% | +0.06% | +2.78% | |
| 22 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.09% | -0.16% | +4.18% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.05% | +0.15% | +8.65% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | -0.89% | EXIT | |
| 25 | ADSK | Autodesk Inc | Stock-Tech | 0.94% | -0.51% | -0.88% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | +0.03% | +8.18% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.30% | +85.46% | |
| 28 | PLD | Prologis Inc | Stock-Real Estate | 0.84% | -0.05% | -2.53% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | +0.06% | +13.73% | |
| 30 | ALC | Alcon Inc. | Stock-Healthcare | 0.81% | -0.10% | +38.33% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.16% | +1.48% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.70% | — | +14.33% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.69% | -0.13% | -0.37% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.65% | +0.02% | +18.72% | |
| 35 | OC | Owens Corning | Stock-Industrials | 0.63% | +0.22% | +0.72% | |
| 36 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.62% | +0.29% | -2.15% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.54% | -0.11% | +0.21% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.08% | -0.61% | |
| 39 | FAST | Fastenal Co | Stock-Industrials | 0.50% | +0.02% | +1.20% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.47% | +0.08% | +0.74% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.47% | +0.28% | +9.22% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | — | +1.91% | |
| 43 | ICE | Intercontinental Exchange In | Stock-Financials | 0.46% | -0.10% | -2.34% | |
| 44 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | +0.07% | +25.14% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.42% | -0.01% | -0.34% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | — | +8.49% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | -0.03% | -25.03% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.01% | +0.96% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.02% | +3.40% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.37% | -0.12% | -47.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1% | -2.82% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -2.08% | Trim |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +85.46% | Add |
| 4 | ACN | Accenture plc | +0.4% | +22.35% | Add |
| 5 | UBS | UBS Group AG | +0.4% | +13.19% | Add |
| 6 | ALC | Alcon Inc. | +0.2% | +38.33% | Add |
| 7 | SPGI | S&p Global Inc | +0.2% | +12.20% | Add |
| 8 | NFLX | Netflix Inc | +0.2% | +2294.73% | Add |
| 9 | LITE | Lumentum Holdings Inc | +0.1% | +40.92% | Add |
| 10 | BAC | Bank Of America CORP | +0.1% | +8.65% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +8.18% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -8.74% | Trim |
| 13 | MU | Micron Technology Inc | +0.1% | +1.64% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | +289.01% | Add |
| 15 | AAPL | Apple Inc | +0.1% | -0.05% | Trim |
| 16 | NOW | Servicenow Inc | +0.1% | +816.85% | Add |
| 17 | MELI | Mercadolibre Inc | +0.1% | +72.41% | Add |
| 18 | WFC | Wells Fargo & Co | +0.1% | +13.95% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +3.01% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +8.49% | Add |
| 21 | NEM | Newmont CORP | +0.1% | +27.00% | Add |
| 22 | INTU | Intuit Inc | +0.1% | +14.33% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +9.48% | Add |
| 24 | WDC | Western Digital CORP | +0.1% | -6.65% | Trim |
| 25 | BLK | Blackrock Inc | 0% | +18.72% | Add |
| 26 | CB | Chubb Limited | 0% | -0.37% | Trim |
| 27 | MSCI | Msci Inc | -0.1% | -96.49% | Trim |
| 28 | ORCL | Oracle CORP | -0.1% | +2.31% | Add |
| 29 | PGR | Progressive CORP | -0.1% | -15.23% | Trim |
| 30 | VRSN | Verisign Inc | -0.1% | -7.75% | Trim |
| 31 | MDLZ | Mondelez International Inc-a | -0.1% | -0.34% | Trim |
| 32 | MS | Morgan Stanley | -0.1% | -86.56% | Trim |
| 33 | SPOT | Spotify Technology S.A. | -0.1% | -5.65% | Trim |
| 34 | FAST | Fastenal Co | -0.1% | +1.20% | Add |
| 35 | EQIX | Equinix Inc | -0.1% | -53.90% | Trim |
| 36 | FTNT | Fortinet Inc | -0.1% | -26.86% | Trim |
| 37 | VEEV | Veeva Systems Inc-class A | -0.2% | -6.72% | Trim |
| 38 | PG | Procter & Gamble Co/the | -0.2% | +1.17% | Add |
| 39 | OC | Owens Corning | -0.2% | +0.72% | Add |
| 40 | ROP | Roper Technologies Inc | -0.3% | -97.66% | Trim |
| 41 | META | Meta Platforms Inc-class A | -0.3% | +1.73% | Add |
| 42 | AVGO | Broadcom Inc | -0.3% | -11.79% | Trim |
| 43 | CME | Cme Group Inc | -0.3% | -47.68% | Trim |
| 44 | ABNB | Airbnb Inc-class A | -0.4% | -58.77% | Trim |
| 45 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | -6.94% | Trim |
| 46 | NVDA | Nvidia CORP | -0.4% | -2.75% | Trim |
| 47 | COP | Conocophillips | -0.4% | -52.41% | Trim |
| 48 | MSFT | Microsoft CORP | -1% | -0.14% | Trim |
| 49 | TTE | TotalEnergies SE | — | NEW | New buy |
| 50 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
According to official SEC Form 13F filings, LGT Group Foundation reported a total U.S. public equity portfolio value of $8.8B across 290 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, LLY, GOOGL) accounted for 30.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $136.4M
Top Position Liquidated / Trimmed
MSFT
前期市值: $793.8M
During Q4 2025, LGT Group Foundation's top holdings by market value included MSFT (8.1%)、LLY (5.8%)、GOOGL (5.3%). The largest single position, MSFT, represented 8.1% of total portfolio value.
In Q4 2025, LGT Group Foundation made 50 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 23 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.