LGT Group Foundation
•CIK: 1911278•Filing: Q4 2025
LGT Group Foundation, with $9.2 billion in assets under management, maintains a diversified portfolio with significant positions in tech giants like Microsoft and Apple, reflecting a focus on growth and innovation. Recently, the fund has made notable moves by adding Advanced Micro Devices and Microchip Technology, while exiting Snowflake and UBS, signaling a strategic shift towards semiconductor and technology hardware sectors.
Total AUM
$9.2B
QoQ Performance
+5.1%
Positions
289
Top 10 Concentration
46.7%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
LLY
GOOGL
AAPL
MSFT8.1%
LLY5.8%
GOOGL5.3%
AAPL5.3%
NVDA4.9%
AMZN4.5%
TSM4.2%
MA3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology33.6%
Other27.7%
Financial11.5%
Healthcare8.8%
Consumer8.1%
Materials2.7%
Consumer Staples2.1%
Utilities1.6%
🚪 Exited Positionssold since Q3 2025
+84 more exited positions
Changes from Q3 2025
NEW5 new positions
↑105 increased
↓87 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023