LGT Group Foundation
CIK: 0001911278SEC EDGAR →
Portfolio Value
$7.2M
Holdings
290
As of
Q4 2025
New Positions
11
Closed Positions
17
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 1,525,288 | $739K | 10.24% |
| 2 | ALPHABET INC | 1,558,005 | $485K | 6.72% |
| 3 | APPLE INC | 1,764,294 | $478K | 6.63% |
| 4 | NVIDIA CORPORATION | 2,400,349 | $445K | 6.17% |
| 5 | AMAZON COM INC | 1,761,894 | $406K | 5.63% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 1,297,554 | $384K | 5.32% |
| 7 | JPMORGAN CHASE & CO. | 849,129 | $271K | 3.76% |
| 8 | BROADCOM INC | 613,282 | $211K | 2.93% |
| 9 | CRH PLC | 1,612,649 | $200K | 2.77% |
| 10 | UBS GROUP AG | 3,672,402 | $169K | 2.34% |
Quarterly Changes
Top Buys
New Positions (24)
$134K · 2.1M shares
$21K · 124K shares
$2K · 34K shares
$1K · 14K shares
$0 · 1K shares
$0 · 14K shares
$0 · 1K shares
$0 · 15K shares
$0 · 1K shares
$0 · 6K shares
$0 · 13K shares
$0 · 939 shares
$0 · 977 shares
$0 · 3K shares
$0 · 9K shares
$0 · 4K shares
$0 · 6K shares
$0 · 6K shares
$0 · 2K shares
$0 · 2K shares
$0 · 5K shares
$0 · 20K shares
$0 · 611 shares
$0 · 3K shares
Closed Positions (18)
$3.9M · 17K shares
$2.7M · 6K shares
$2.2M · 36K shares
$1.1M · 31K shares
$1.1M · 21K shares
$410K · 3K shares
$402K · 2K shares
$304K · 4K shares
$271K · 26K shares
$243K · 4K shares
$235K · 30K shares
$229K · 9K shares
$227K · 6K shares
$219K · 8K shares
$218K · 1K shares
$207K · 2K shares
$181K · 16K shares
$138K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 61 | $3.0M | 41.7% |
| Financial Services | 42 | $903K | 12.5% |
| Consumer Cyclical | 25 | $774K | 10.7% |
| Communication Services | 13 | $650K | 9.0% |
| Healthcare | 36 | $494K | 6.8% |
| Consumer Defensive | 12 | $344K | 4.8% |
| Industrials | 41 | $333K | 4.6% |
| Energy | 16 | $307K | 4.3% |
| Utilities | 8 | $160K | 2.2% |
| Real Estate | 7 | $142K | 2.0% |
| Basic Materials | 15 | $71K | 1.0% |
| Unknown | 14 | $30K | 0.4% |