Lgt Group Foundation Top Holdings and 13F Report (2025) About Lgt Group FoundationInvestment ActivityLgt Group Foundation has $7.25 billion in total holdings as of March 31, 2025.Lgt Group Foundation owns shares of 288 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 23.09% of the portfolio was purchased this quarter.About 6.71% of the portfolio was sold this quarter.This quarter, Lgt Group Foundation has purchased 272 new stocks and bought additional shares in 121 stocks.Lgt Group Foundation sold shares of 103 stocks and completely divested from 16 stocks this quarter.Largest Holdings Microsoft $547,386,941Apple $446,422,881Amazon.com $385,607,933Eli Lilly and Company $365,372,673Mastercard $280,810,099 Largest New Holdings this Quarter 92343E102 - VeriSign $18,673,915 Holding58155Q103 - McKesson $9,640,582 Holding303250104 - Fair Isaac $6,194,533 Holding40415F101 - HDFC Bank $5,429,410 Holding609839105 - Monolithic Power Systems $5,245,919 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 629,524 shares (about $104.50M)Microsoft 226,302 shares (about $84.95M)Procter & Gamble 487,329 shares (about $83.05M)Eli Lilly and Company 95,348 shares (about $78.75M)Mastercard 142,529 shares (about $78.12M) Largest Sales this Quarter Home Depot 95,748 shares (about $35.09M)Comcast 892,671 shares (about $32.94M)Logitech International 378,281 shares (about $31.63M)Intercontinental Exchange 165,889 shares (about $28.62M)Bank of America 676,895 shares (about $28.25M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLgt Group Foundation Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$547,386,941$84,951,508 ▲18.4%1,458,1827.5%Computer and TechnologyAAPLApple$446,422,881$43,820,252 ▲10.9%2,009,7376.2%Computer and TechnologyAMZNAmazon.com$385,607,933$68,155,318 ▲21.5%2,026,7425.3%Retail/WholesaleLLYEli Lilly and Company$365,372,673$78,748,867 ▲27.5%442,3885.0%MedicalMAMastercard$280,810,099$78,122,996 ▲38.5%512,3153.9%Business ServicesGOOGLAlphabet$268,673,392$49,263,665 ▲22.5%1,737,4123.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$253,389,870$104,500,984 ▲70.2%1,526,4453.5%Computer and TechnologyNVDANVIDIA$245,398,115$57,587,605 ▲30.7%2,264,2383.4%Computer and TechnologyACNAccenture$185,323,677$50,565,458 ▲37.5%593,9102.6%Computer and TechnologyJPMJPMorgan Chase & Co.$183,077,202$54,098,217 ▲41.9%746,3402.5%FinancePGProcter & Gamble$178,824,603$83,050,608 ▲86.7%1,049,3172.5%Consumer StaplesAVGOBroadcom$146,641,891$16,830,901 ▼-10.3%875,8402.0%Computer and TechnologyMETAMeta Platforms$127,979,586$50,916,219 ▲66.1%222,0481.8%Computer and TechnologyBKNGBooking$126,303,045$13,594,991 ▲12.1%27,4161.7%Retail/WholesaleNEENextEra Energy$124,869,828$68,143,367 ▲120.1%1,761,4591.7%UtilitiesVVisa$107,668,671$10,499,431 ▼-8.9%307,2211.5%Business ServicesUBSUBS Group$99,714,669$7,496,092 ▲8.1%3,281,0061.4%FinanceKOCoca-Cola$92,762,582$29,324,451 ▲46.2%1,295,2051.3%Consumer StaplesBACBank of America$87,299,368$28,246,828 ▼-24.4%2,092,0051.2%FinanceCRH PLC$86,094,656$16,149,005 ▲23.1%978,6821.2%ORDADSKAutodesk$82,357,830$46,378,132 ▲128.9%314,5831.1%Computer and TechnologyABNBAirbnb$82,357,278$34,444,977 ▲71.9%689,4131.1%Consumer DiscretionaryTTEKTetra Tech$79,971,168$44,301,553 ▲124.2%2,734,0571.1%IndustrialsHDHome Depot$76,508,085$35,090,684 ▼-31.4%208,7591.1%Retail/WholesalePLDPrologis$74,608,199$39,392,113 ▲111.9%667,3961.0%FinanceGOOGAlphabet$68,522,791$9,091,649 ▲15.3%438,6020.9%Computer and TechnologyOCOwens Corning$67,728,672$34,980,474 ▲106.8%474,2240.9%ConstructionBRK.BBerkshire Hathaway$63,626,800$14,355,161 ▲29.1%119,4690.9%FinanceCOPConocoPhillips$62,782,426$2,495,590 ▼-3.8%597,8140.9%EnergyCBChubb$58,233,638$9,557,682 ▼-14.1%192,8330.8%FinanceINTUIntuit$56,057,901$26,257,282 ▲88.1%91,3010.8%Computer and TechnologyALCAlcon$55,574,754$112,481 ▲0.2%590,4260.8%MedicalJNJJohnson & Johnson$50,969,763$3,428,576 ▲7.2%307,3430.7%MedicalWSTWest Pharmaceutical Services$49,486,659$25,503,738 ▲106.3%221,0410.7%MedicalFTNTFortinet$49,168,453$27,765,427 ▼-36.1%510,7880.7%Computer and TechnologyABBVAbbVie$48,048,175$17,310,333 ▲56.3%229,3250.7%MedicalPEPPepsiCo$46,267,885$34,072,665 ▲279.4%308,5760.6%Consumer StaplesICEIntercontinental Exchange$45,227,777$28,615,854 ▼-38.8%262,1900.6%FinanceMDLZMondelez International$43,980,913$22,652,605 ▲106.2%648,2080.6%Consumer StaplesISRGIntuitive Surgical$43,211,317$12,757,165 ▲41.9%87,2480.6%MedicalSHWSherwin-Williams$40,597,878$24,346,226 ▼-37.5%116,2630.6%Basic MaterialsPFEPfizer$38,856,381$15,626,038 ▲67.3%1,533,4010.5%MedicalBLACKROCK INC$37,933,971$6,793,833 ▼-15.2%40,0790.5%COMPGRProgressive$36,169,526$5,411,434 ▲17.6%127,8030.5%FinanceFASTFastenal$36,002,123$18,808,202 ▼-34.3%464,2440.5%Retail/WholesaleTSLATesla$35,798,548$6,524,871 ▼-15.4%138,1330.5%Auto/Tires/TrucksMRKMerck & Co., Inc.$35,329,357$2,601,604 ▼-6.9%393,5980.5%MedicalEFXEquifax$34,840,284$16,103,700 ▲85.9%143,0460.5%Business ServicesVEEVVeeva Systems$32,697,354$3,459,162 ▲11.8%141,1620.5%MedicalEMREmerson Electric$32,659,453$20,072,014 ▲159.5%297,8790.5%IndustrialsXOMExxon Mobil$32,139,287$4,708,558 ▲17.2%270,2370.4%EnergyUBERUber Technologies$31,739,783$24,992,947 ▲370.4%435,6270.4%Computer and TechnologyBSXBoston Scientific$31,415,142$18,527,722 ▲143.8%311,4110.4%MedicalBKBank of New York Mellon$31,331,903$17,454,857 ▲125.8%373,5770.4%FinanceCYBRCyberArk Software$31,313,672$2,447,458 ▲8.5%92,6440.4%Computer and TechnologyNYTNew York Times$28,811,202$21,027,424 ▼-42.2%580,8710.4%Consumer StaplesTXNTexas Instruments$27,557,175$1,436,342 ▼-5.0%153,3510.4%Computer and TechnologyROPRoper Technologies$26,343,023$3,589,952 ▲15.8%44,6810.4%Computer and TechnologyCSCOCisco Systems$25,711,410$3,971,964 ▲18.3%416,6490.4%Computer and TechnologyNOWServiceNow$25,283,018$22,956,697 ▼-47.6%31,7570.3%Computer and TechnologyNTAPNetApp$25,221,675$14,205,661 ▲129.0%287,1320.3%Computer and TechnologyUNHUnitedHealth Group$25,130,050$9,685,709 ▲62.7%47,9810.3%MedicalPANWPalo Alto Networks$23,941,473$19,875,975 ▼-45.4%140,3040.3%Computer and TechnologyIBMInternational Business Machines$23,688,843$2,737,498 ▲13.1%95,2660.3%Computer and TechnologyADBEAdobe$22,385,113$15,222,690 ▼-40.5%58,3660.3%Computer and TechnologyCVXChevron$21,272,262$2,760,452 ▲14.9%127,1580.3%EnergyWFCWells Fargo & Company$21,025,713$18,465,825 ▲721.4%292,8780.3%FinanceAMEAMETEK$21,012,785$3,334,007 ▲18.9%122,0680.3%Computer and TechnologyWDAYWorkday$20,967,491$19,326,943 ▲1,178.1%89,7850.3%Computer and TechnologyHSICHenry Schein$20,419,061$586,548 ▲3.0%298,1320.3%MedicalCCitigroup$20,057,088$3,006,142 ▲17.6%282,5340.3%FinanceCRMSalesforce$19,810,873$15,681,349 ▲379.7%73,8220.3%Computer and TechnologyEQIXEquinix$19,243,075$348,154 ▼-1.8%23,6010.3%FinanceVRSNVeriSign$18,673,915$18,673,915 ▲New Holding73,5570.3%Computer and TechnologyCMECME Group$18,589,931$18,079,778 ▲3,544.0%70,0740.3%FinanceDHRDanaher$17,143,330$325,540 ▼-1.9%83,6260.2%MedicalGLWCorning$17,077,084$3,337,911 ▲24.3%373,0250.2%Computer and TechnologyVZVerizon Communications$15,557,255$979,368 ▲6.7%342,9730.2%Computer and TechnologyWSOWatsco$14,154,630$50,322 ▼-0.4%27,8470.2%ConstructionVRSKVerisk Analytics$14,012,247$300,894 ▲2.2%47,0810.2%Business ServicesZTSZoetis$13,851,677$234,791 ▲1.7%84,1280.2%MedicalCSGPCoStar Group$13,665,749$1,599,178 ▲13.3%172,4820.2%Computer and TechnologyCRWDCrowdStrike$13,599,363$518,645 ▼-3.7%38,5710.2%Computer and TechnologyRACEFerrari$13,448,697$11,262,658 ▲515.2%31,4310.2%Auto/Tires/TrucksNFLXNetflix$13,156,132$54,087 ▲0.4%14,1080.2%Consumer DiscretionaryMELIMercadoLibre$12,696,261$10,649,799 ▲520.4%6,5080.2%Retail/WholesaleAMDAdvanced Micro Devices$12,031,060$73,459 ▲0.6%117,1020.2%Computer and TechnologySPGSimon Property Group$12,005,923$312,563 ▲2.7%72,2900.2%FinanceARISTA NETWORKS INC$11,933,470$2,541,034 ▲27.1%154,0200.2%COM SHSENBEnbridge$11,422,112$116,198 ▼-1.0%258,0350.2%EnergyORCLOracle$11,294,830$291,084 ▲2.6%80,7870.2%Computer and TechnologyARCCAres Capital$11,061,231$2,560,433 ▲30.1%499,1530.2%FinanceCNICanadian National Railway$10,823,728$2,191,200 ▲25.4%111,2060.1%TransportationAMTAmerican Tower$10,691,123$1,419,622 ▲15.3%49,1320.1%FinanceMPCMarathon Petroleum$10,558,009$105,917 ▼-1.0%72,4690.1%EnergyQCOMQUALCOMM$10,540,103$2,273,581 ▲27.5%68,6160.1%Computer and TechnologyWELLWelltower$9,885,875$2,726,065 ▼-21.6%64,5250.1%FinanceGE VERNOVA INC$9,682,871$498,828 ▲5.4%31,7180.1%COMMCKMcKesson$9,640,582$9,640,582 ▲New Holding14,3250.1%MedicalMSMMSC Industrial Direct$9,626,731$1,738,332 ▲22.0%123,9440.1%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
