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CIK: 0001911278
Total reported value
$8.8B
$8.8B
283 檔
25.3%
As reported in its official Q1 2026 Form 13F filing, LGT Group Foundation's tracked investment portfolio stood at $8.8B with 283 total positions.
In Q1 2026, LGT Group Foundation adopted a defensive or profit-taking posture, trimming 100 positions and completely liquidating 17 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, AAPL) accounted for 25.3% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.57% | -0.31% | -4.67% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.98% | +0.95% | +9.42% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.22% | +0.60% | -4.45% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.02% | +0.61% | -1.76% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.49% | +0.94% | -18.21% | |
| 6 | AZN | AstraZeneca PLC | Stock-Healthcare | 4.48% | -0.29% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.31% | -4.31% | EXIT | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.29% | +0.07% | +7.79% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.90% | -0.20% | -3.71% | |
| 10 | NEE | Nextera Energy Inc | Stock-Utilities | 2.75% | -0.22% | +36.46% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.43% | -0.22% | +5.90% | |
| 12 | TTE | TotalEnergies SE | Stock-Other | 2.20% | -0.39% | -6.40% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.10% | +1.30% | -9.31% | |
| 14 | CRH | CRH plc | Stock-Materials | 2.08% | -0.07% | +0.65% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.80% | -0.74% | -0.09% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | -0.30% | +17.97% | |
| 17 | UBS | UBS Group AG | Stock-Financials | 1.61% | +0.23% | -6.34% | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.49% | -1.13% | -3.31% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | +0.03% | +24.47% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | -0.15% | -0.83% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 1.30% | -0.05% | -0.11% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.26% | +0.02% | -9.70% | |
| 23 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.16% | +0.06% | +3.28% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.16% | +27.64% | |
| 25 | PLD | Prologis Inc | Stock-Real Estate | 0.98% | -0.05% | +1.84% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | +0.06% | +3.95% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | -0.89% | EXIT | |
| 28 | CB | Chubb Limited | Stock-Financials | 0.81% | -0.13% | +1.45% | |
| 29 | ADSK | Autodesk Inc | Stock-Tech | 0.80% | -0.51% | -5.19% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.76% | -0.11% | +10.90% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.08% | +18.30% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.70% | +0.02% | +7.90% | |
| 33 | FAST | Fastenal Co | Stock-Industrials | 0.66% | +0.02% | +3.57% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | — | +38.93% | |
| 35 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.62% | +0.29% | -0.75% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | +0.15% | -40.19% | |
| 37 | OC | Owens Corning | Stock-Industrials | 0.61% | +0.22% | -10.01% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.02% | +45.85% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.60% | -0.16% | -36.63% | |
| 40 | ALC | Alcon Inc. | Stock-Healthcare | 0.58% | -0.10% | -31.33% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.57% | +0.76% | +86.17% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.55% | +0.08% | +7.08% | |
| 43 | COP | Conocophillips | Stock-Energy | 0.54% | -0.29% | +7.71% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | +0.01% | +35.18% | |
| 45 | WDC | Western Digital CORP | Stock-Tech | 0.51% | +0.15% | -5.71% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | — | +0.21% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.43% | +0.28% | -4.76% | |
| 48 | CME | Cme Group Inc | Stock-Financials | 0.41% | -0.12% | -6.91% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.02% | +2.24% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | -0.03% | +11.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +1.2% | +36.46% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.8% | +17.97% | Add |
| 3 | TTE | TotalEnergies SE | +0.7% | -6.40% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | +9.42% | Add |
| 5 | JNJ | Johnson & Johnson | +0.6% | +24.47% | Add |
| 6 | MU | Micron Technology Inc | +0.3% | +86.17% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +7.79% | Add |
| 8 | ABBV | Abbvie Inc | +0.3% | +27.64% | Add |
| 9 | AMAT | Applied Materials Inc | +0.2% | +117.85% | Add |
| 10 | MCD | Mcdonald's CORP | +0.2% | +45.85% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +38.93% | Add |
| 12 | COP | Conocophillips | +0.2% | +7.71% | Add |
| 13 | PEP | Pepsico Inc | +0.2% | +18.30% | Add |
| 14 | PFE | Pfizer Inc | +0.2% | +10.90% | Add |
| 15 | COST | Costco Wholesale CORP | +0.2% | +495.48% | Add |
| 16 | WDC | Western Digital CORP | +0.2% | -5.71% | Trim |
| 17 | PG | Procter & Gamble Co/the | +0.2% | -0.09% | Trim |
| 18 | MDT | Medtronic plc | +0.2% | +239.20% | Add |
| 19 | GE | General Electric | +0.2% | +186.14% | Add |
| 20 | SNPS | Synopsys Inc | +0.2% | +1489.60% | Add |
| 21 | SYK | Stryker CORP | +0.2% | +328.04% | Add |
| 22 | AMD | Advanced Micro Devices | +0.2% | +186.17% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.2% | +35.18% | Add |
| 24 | FAST | Fastenal Co | +0.2% | +3.57% | Add |
| 25 | CVX | Chevron CORP | +0.1% | +2.24% | Add |
| 26 | PLD | Prologis Inc | +0.1% | +1.84% | Add |
| 27 | CB | Chubb Limited | +0.1% | +1.45% | Add |
| 28 | NVDA | Nvidia CORP | +0.1% | -1.76% | Trim |
| 29 | EQIX | Equinix Inc | +0.1% | +52.73% | Add |
| 30 | KO | Coca-cola Co/the | +0.1% | -9.70% | Trim |
| 31 | VZ | Verizon Communications Inc | +0.1% | +10.93% | Add |
| 32 | HD | Home Depot Inc | +0.1% | +3.95% | Add |
| 33 | EMR | Emerson Electric Co | +0.1% | +7.08% | Add |
| 34 | WAT | Waters CORP | +0.1% | +125.94% | Add |
| 35 | MPC | Marathon Petroleum CORP | +0.1% | +3.06% | Add |
| 36 | CAT | Caterpillar Inc | +0.1% | +283.62% | Add |
| 37 | WMT | Walmart Inc | +0.1% | +8.64% | Add |
| 38 | META | Meta Platforms Inc-class A | +0.1% | +5.90% | Add |
| 39 | FIX | Comfort Systems USA Inc | +0.1% | +298.63% | Add |
| 40 | EME | Emcor Group Inc | +0.1% | +13.13% | Add |
| 41 | BLK | Blackrock Inc | +0.1% | +7.90% | Add |
| 42 | TXN | Texas Instruments Inc | +0.1% | +0.90% | Add |
| 43 | SPG | Simon Property Group Inc | 0% | +17.45% | Add |
| 44 | AME | Ametek Inc | 0% | -1.53% | Trim |
| 45 | TTEK | Tetra Tech Inc | 0% | +3.28% | Add |
| 46 | DKS | Dick's Sporting Goods Inc | 0% | +406.34% | Add |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.21% | Add |
| 48 | ENB | Enbridge Inc | 0% | -1.75% | Trim |
| 49 | O | Realty Income CORP | 0% | +1.57% | Add |
| 50 | KLAC | Kla CORP | 0% | -7.97% | Trim |
According to official SEC Form 13F filings, LGT Group Foundation reported a total U.S. public equity portfolio value of $8.8B across 283 disclosed positions in Q1 2026.
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.
Top New Position Initiated
AZN
市值: $367.2M
Top Position Liquidated / Trimmed
TSM
前期市值: $388.7M
During Q1 2026, LGT Group Foundation's top holdings by market value included MSFT (6.6%)、GOOGL (6.0%)、AAPL (5.2%). The largest single position, MSFT, represented 6.6% of total portfolio value.
In Q1 2026, LGT Group Foundation made 200 total portfolio adjustments, initiating 10 new buys, adding to 73 positions, trimming 100 holdings, and fully liquidating 17 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.
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