Q2 2026 13F · SEC CIK 1911278

LGT Group Foundation

Endowment & foundationFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $8.8B
Reported positions: 284
Top holdings a year, 3 yrs: +21.6%
Average holding period: 4.2 yrs

LGT Group Foundation is an endowment & foundation that reported 284 positions worth $8.8B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Alphabet Inc (GOOGL, 6.9%), Microsoft Corp (MSFT, 6.3%), Apple Inc (AAPL, 5.8%). A portfolio copying its top holdings returned 21.6% a year over the last 3 years, against 20.4% for the S&P 500.

LGT Group Foundation holdings largest 50 of 284 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LGT Group Foundation 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	6.9%	6.0%	1,712,544	+0.5%	$612.0M
MSFTMicrosoft Corp	6.3%	6.6%	1,482,457	+2.0%	$553.0M
AAPLApple Inc	5.8%	5.2%	1,775,721	+5.3%	$513.8M
NVDANvidia Corporation	5.6%	5.0%	2,487,067	+5.5%	$497.6M
LLYEli Lilly & Co	5.4%	4.5%	399,659	-0.0%	$479.4M
AZNAstrazeneca PLC	4.2%	4.5%	1,980,315	+4.8%	$370.3M
AVGOBroadcom Inc	3.4%	2.1%	794,452	+42.8%	$300.1M
JPMJpmorgan Chase & Co	3.4%	3.3%	907,653	-0.8%	$297.1M
MAMastercard Incorporated	2.7%	2.9%	464,762	-2.1%	$238.7M
NEENextera Energy Inc	2.5%	2.7%	2,548,827	+5.2%	$223.7M
METAMeta Platforms Inc	2.2%	2.4%	346,640	-0.3%	$195.3M
CRHCrh PLC	2.0%	2.1%	1,655,964	+2.0%	$177.2M
UBSUbs Group AG	1.8%	1.6%	3,276,919	-4.7%	$162.4M
TTETotalenergies SE	1.8%	2.2%	2,053,277	+6.5%	$159.5M
JNJJohnson & Johnson	1.5%	1.5%	527,334	+5.9%	$133.9M
XOMExxon Mobil Corp	1.4%	1.7%	885,368	+9.8%	$121.0M
MUMicron Technology Inc	1.3%	0.6%	102,080	-26.5%	$117.8M
KOCoca Cola Co	1.3%	1.3%	1,389,288	+2.1%	$112.9M
ABBVAbbvie Inc	1.3%	1.1%	441,958	+6.8%	$111.2M
SPGIS&p Global Inc	1.3%	1.3%	271,677	+8.3%	$110.6M
TTEKTetra Tech Inc New	1.2%	1.2%	3,745,171	+18.5%	$108.2M
VVisa Inc	1.2%	1.4%	314,348	-15.2%	$107.8M
PGProcter & Gamble Co	1.1%	1.8%	638,215	-37.3%	$93.6M
AMDAdvanced Micro Devices Inc	1.0%	—	148,905	—	$86.5M
HDHome Depot Inc	1.0%	0.9%	241,080	+7.4%	$85.0M
PLDPrologis Inc	0.9%	1.0%	605,484	+0.1%	$82.0M
WSTWest Pharmaceutical Svsc Inc	0.9%	0.6%	223,365	+9.7%	$80.2M
OCOwens Corning New	0.8%	0.6%	463,578	+0.9%	$73.7M
BACBank of Amer Corp	0.8%	0.6%	1,198,041	+14.5%	$68.3M
WATWaters Corp	0.7%	—	170,904	—	$64.1M
BLKBlackrock Inc	0.7%	0.7%	66,422	+11.3%	$63.9M
PANWPalo Alto Networks Inc	0.7%	0.4%	182,846	-16.8%	$62.4M
CBChubb Limited	0.7%	0.8%	177,054	-12.8%	$60.3M
FASTFastenal Co	0.7%	0.7%	1,241,920	+5.9%	$59.6M
WDCWestern Digital Corp Com	0.7%	0.5%	90,834	-41.2%	$58.0M
PEPPepsico Inc	0.7%	0.7%	426,382	+10.7%	$57.7M
PFEPfizer Inc	0.6%	0.8%	2,367,455	+7.3%	$57.0M
CSCOCisco Sys Inc	0.6%	0.6%	481,719	-28.9%	$56.6M
EMREmerson Elec Co	0.6%	0.5%	387,390	+13.2%	$55.5M
AMATApplied Matls Inc	0.6%	—	74,974	—	$54.2M
MCDMcdonalds Corp	0.6%	0.6%	194,402	+21.8%	$52.5M
TXNTexas Instrs Inc	0.6%	—	168,298	—	$50.2M
GSGoldman Sachs Group Inc	0.5%	0.5%	45,128	-9.1%	$45.6M
MDTMedtronic PLC	0.5%	—	573,090	—	$44.8M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	87,743	+3.3%	$43.9M
ALCAlcon Inc	0.5%	0.6%	624,452	-2.8%	$42.2M
ENBEnbridge Inc	0.4%	—	729,551	—	$39.5M
BKNGBooking Holdings Inc	0.4%	0.6%	217,271	+1754.0%	$38.7M
IBMInternational Business Machs	0.4%	—	127,937	—	$36.0M
UBERUber Technologies Inc	0.4%	—	497,218	—	$35.9M

What LGT Group Foundation bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc+1754.0% shares
AVGO Broadcom Inc+42.8% shares
MCD Mcdonalds Corp+21.8% shares
TTEK Tetra Tech Inc New+18.5% shares
BAC Bank of Amer Corp+14.5% shares
EMR Emerson Elec Co+13.2% shares
BLK Blackrock Inc+11.3% shares
PEP Pepsico Inc+10.7% shares

Reduced

WDC Western Digital Corp Com-41.2% shares
PG Procter & Gamble Co-37.3% shares
CSCO Cisco Sys Inc-28.9% shares
MU Micron Technology Inc-26.5% shares
PANW Palo Alto Networks Inc-16.8% shares
V Visa Inc-15.2% shares
CB Chubb Limited-12.8% shares
GS Goldman Sachs Group Inc-9.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.8% /yr; S&P 500 +20.1%
3 years: +21.6% /yr; S&P 500 +20.4%
5 years: +21.1% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$8.8B	284
Q1 2026	$8.2B	283
Q4 2025	$9.2B	290
Q3 2025	$8.7B	284
Q2 2025	$8.0B	290
Q1 2025	$7.3B	288
Q4 2024	$6.5B	272
Q3 2024	$6.1B	283
Q2 2024	$6.3B	265
Q1 2024	$4.2B	254
Q4 2023	$4.5B	250
Q3 2023	$4.0B	255

Questions about LGT Group Foundation's portfolio

What stocks does LGT Group Foundation own?

LGT Group Foundation's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 284 positions worth $8.8B. The largest are Alphabet Inc (GOOGL) at 6.9%, Microsoft Corp (MSFT) at 6.3%, Apple Inc (AAPL) at 5.8%, Nvidia Corporation (NVDA) at 5.6% and Eli Lilly & Co (LLY) at 5.4%.

What did LGT Group Foundation buy last quarter?

In Q2 2026, LGT Group Foundation added Booking Holdings Inc (BKNG) (+1754.0% shares), Broadcom Inc (AVGO) (+42.8% shares) and Mcdonalds Corp (MCD) (+21.8% shares), compared with its Q1 2026 filing.

What did LGT Group Foundation sell last quarter?

In Q2 2026, LGT Group Foundation cut from its top 50 Amazon Com Inc (AMZN), cut from its top 50 Accenture PLC Ireland (ACN), cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 Autodesk Inc (ADSK), cut from its top 50 Conocophillips (COP), Western Digital Corp Com (WDC) (-41.2% shares), Procter & Gamble Co (PG) (-37.3% shares) and Cisco Sys Inc (CSCO) (-28.9% shares), compared with its Q1 2026 filing.

How has LGT Group Foundation's portfolio performed?

A portfolio copying LGT Group Foundation's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.8% against +20.1%. Over 5 years: +21.1% a year against +16.8%.

When is LGT Group Foundation's next 13F filing due?

13F filings are due 45 days after each quarter ends. LGT Group Foundation's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.