We are live on
!
Find out more
LGT Group Foundation Portfolio holdings
AUM
$8.84B
Turnover
16.5%
1-Year Est. Return
31.56%
This Fund
S&P 500
This Quarter
Est. Return
+17.9%
1 Year Est. Return
+31.56%
3 Year Est. Return
+107.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.84B
AUM Growth
+$644M
(+7.9%)
Cap. Flow
-$181M
Cap. Flow
% of AUM
-2.05%
Top 10 Holdings %
Top 10 Hldgs %
46.24%
Holding
309
New
26
Increased
109
Reduced
133
Closed
25
Avg Time Held
2.8
years
Top 10 Avg Time Held
2.5
years
Top 20 Avg Time Held
2.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$95.5M |
| 2 |
Waters Corp
WAT
|
+$45.1M |
| 3 |
NVIDIA
NVDA
|
+$26.5M |
| 4 |
Enbridge
ENB
|
+$26.4M |
| 5 |
Apple
AAPL
|
+$25.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$353M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$72.8M |
| 3 |
Accenture
ACN
|
+$62.3M |
| 4 |
Procter & Gamble
PG
|
+$55.3M |
| 5 |
Autodesk
ADSK
|
+$32.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.14% |
| 2 | Healthcare | 17.56% |
| 3 | Financials | 16.04% |
| 4 | Communication Services | 10.01% |
| 5 | Industrials | 6.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
251
Wipro
WIT
$18.5B
| $324K | ﹤0.01% |
143,880
+52,790
| +58% | +$112K |
2025 Q1
5 quarters
|
|
252
Clean Harbors
CLH
$16.9B
| $321K | ﹤0.01% |
1,075
| – | – |
2021 Q4
18 quarters
|
|
253
Wabtec
WAB
$48.3B
| $318K | ﹤0.01% |
1,181
-2
| -0.2% | -$529 |
2026 Q1
1 quarter
|
|
254
Sabesp
SBS
$22.1B
| $316K | ﹤0.01% |
54,600
-8,875
| -14% | -$53.7K |
2025 Q4
2 quarters
|
|
255
Darling Ingredients
DAR
$9.76B
| $315K | ﹤0.01% |
+5,776
| New | +$345K |
2026 Q2
0 quarters
|
|
256
National Grid
NGG
$79.6B
| $312K | ﹤0.01% |
3,770
-439
| -10% | -$37.3K |
2025 Q4
2 quarters
|
|
257
Sanofi
SNY
$96.8B
| $311K | ﹤0.01% |
+7,301
| New | +$326K |
2026 Q2
0 quarters
|
|
258
Dr. Reddy's Laboratories
RDY
$10.8B
| $309K | ﹤0.01% |
21,345
| – | – |
2025 Q1
5 quarters
|
|
259
Autoliv
ALV
$8.46B
| $294K | ﹤0.01% |
+2,530
| New | +$301K |
2026 Q2
0 quarters
|
|
260
Invesco
IVZ
$12.4B
| $292K | ﹤0.01% |
11,065
| – | – |
2024 Q2
8 quarters
|
|
261
Nebius Group N.V.
NBIS
$48.1B
| $276K | ﹤0.01% |
+1,000
| New | +$198K |
2026 Q2
0 quarters
|
|
262
General Dynamics
GD
$91.2B
| $270K | ﹤0.01% |
763
-2
| -0.3% | -$685 |
2025 Q4
2 quarters
|
|
263
Zebra Technologies
ZBRA
$17.7B
| $259K | ﹤0.01% |
+984
| New | +$231K |
2026 Q2
0 quarters
|
|
264
Dutch Bros
BROS
$5.58B
| $253K | ﹤0.01% |
+3,524
| New | +$202K |
2026 Q2
0 quarters
|
|
265
Coca-Cola Europacific Partners
CCEP
$48.3B
| $253K | ﹤0.01% |
2,527
-143
| -5% | -$13.6K |
2024 Q2
8 quarters
|
|
266
Qnity Electronics Inc
Q
$24.6B
| $245K | ﹤0.01% |
+1,500
| New | +$221K |
2026 Q2
0 quarters
|
|
267
Dow Inc
DOW
$21.6B
| $245K | ﹤0.01% |
8,940
-14
| -0.2% | -$508 |
2021 Q4
18 quarters
|
|
268
Ford
F
$48.8B
| $244K | ﹤0.01% |
17,565
-127
| -0.7% | -$1.71K |
2024 Q1
9 quarters
|
|
269
IQVIA
IQV
$44.1B
| $243K | ﹤0.01% |
1,256
-103
| -8% | -$18K |
2021 Q4
18 quarters
|
|
270
US Foods
USFD
$21.9B
| $238K | ﹤0.01% |
2,327
| – | – |
2023 Q2
12 quarters
|
|
271
Apollo Global Management
APO
$66.4B
| $237K | ﹤0.01% |
2,000
-4
| -0.2% | -$503 |
2024 Q2
8 quarters
|
|
272
Gerdau
GGB
$10.1B
| $235K | ﹤0.01% |
58,160
| – | – |
2025 Q1
5 quarters
|
|
273
Infosys
INFY
$49.3B
| $222K | ﹤0.01% |
21,170
| – | – |
2025 Q1
5 quarters
|
|
274
Unilever
UL
$140B
| $222K | ﹤0.01% |
+3,688
| New | +$213K |
2026 Q2
0 quarters
|
|
|
AXIA
275
DELISTED
AXIA Energia
AXIA
| $221K | ﹤0.01% |
+20,894
| New | +$237K |
2026 Q2
0 quarters
|
|
Similar funds
GRQ
LGT Group Foundation's Q2 2026 Portfolio in Review
As of Q2 2026, LGT Group Foundation held 309 positions worth $8.84B, up 7.9% from $8.19B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
LGT Group Foundation's Q2 2026 filing shows 26 new, 109 increased, 133 reduced and 25 closed positions. Its largest new stake was Cheniere Energy: 60,423 shares worth $14.4M. The largest sale was Amazon, an estimated $353M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.
- LGT Group Foundation's largest Q2 2026 buy was Cheniere Energy: 60,423 shares worth $14.4M.
- LGT Group Foundation added most to Broadcom in Q2 2026, an estimated $95.5M increase.
- LGT Group Foundation's biggest Q2 2026 reduction was Accenture, cutting an estimated $62.3M.
- LGT Group Foundation fully exited Amazon in Q2 2026, selling an estimated $353M.
- LGT Group Foundation's ten largest holdings make up 46% of its $8.84B portfolio in Q2 2026.
- LGT Group Foundation opened 26 new positions and closed 25 in Q2 2026.
- LGT Group Foundation's portfolio value rose 7.9% quarter-over-quarter to $8.84B.
Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.