1y return+14.2%S&P 500 +20.9%
3y return+60.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $144 against $157 in the S&P 500.2
LGT Group FoundationS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $612.0M | 6.9% | |
| MSFTMicrosoft Corp | $553.0M | 6.3% | +2.0% |
| AAPLApple Inc | $513.8M | 5.8% | +5.3% |
| NVDANvidia Corporation | $497.6M | 5.6% | +5.5% |
| LLYEli Lilly & Co | $479.4M | 5.4% | |
| Astrazeneca PLCCUSIP G0593M107 | $370.3M | 4.2% | +4.8% |
| AVGOBroadcom Inc | $300.1M | 3.4% | +42.8% |
| JPMJpmorgan Chase & Co | $297.1M | 3.4% | |
| MAMastercard Incorporated | $238.7M | 2.7% | −2.1% |
| NEENextera Energy Inc | $223.7M | 2.5% | +5.2% |
| METAMeta Platforms Inc | $195.3M | 2.2% | |
| Crh PLCCUSIP G25508105 | $177.2M | 2.0% | +2.0% |
| Ubs Group AgCUSIP H42097107 | $162.4M | 1.8% | −4.7% |
| Totalenergies SeCUSIP F92124100 | $159.5M | 1.8% | +6.5% |
| JNJJohnson & Johnson | $133.9M | 1.5% | +5.9% |
| Exxon Mobil CorpCUSIP 30231G102 | $121.0M | 1.4% | +9.8% |
| MUMicron Technology Inc | $117.8M | 1.3% | −26.5% |
| KOCoca Cola Co | $112.9M | 1.3% | +2.1% |
| ABBVAbbvie Inc | $111.2M | 1.3% | +6.8% |
| SPGIS&p Global Inc | $110.6M | 1.3% | +8.3% |
| TTEKTetra Tech Inc New | $108.2M | 1.2% | +18.5% |
| VVisa Inc | $107.8M | 1.2% | −15.2% |
| PGProcter & Gamble Co | $93.6M | 1.1% | −37.3% |
| AMDAdvanced Micro Devices Inc | $86.5M | 1.0% | +52.1% |
| HDHome Depot Inc | $85.0M | 1.0% | +7.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | December 31, 2022 | +1924.5% | $58.0M |
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $497.6M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $300.1M |
| AMATApplied Matls Inc | December 31, 2021 | +359.5% | $54.2M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $479.4M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $86.5M |
| PANWPalo Alto Networks Inc | December 31, 2021 | +267.5% | $62.4M |
| Ubs Group AgCUSIP H42097107 | December 31, 2021 | +177.3% | $162.4M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $612.0M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $121.0M |
Sold off last quarter
- AMZNAmazon Com Inc was $352.7M
- GOOGAlphabet Inc was $72.8M
- JKHYHenry Jack & Assoc Inc was $13.3M
- GLWCorning Inc was $12.8M
- CATCaterpillar Inc was $6.0M
- WDAYWorkday Inc was $2.5M
- Dupont De Nemours IncCUSIP 26614N102 was $1.4M
- VRSNVerisign Inc was $1.2M
- NICENice Ltd was $944K
- TWTradeweb Mkts Inc was $799K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.5% | +14.8% |
| March 31, 2026 | −6.2% | −4.6% |
| December 31, 2025 | +4.0% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +11.6% | +10.5% |
| March 31, 2025 | −6.0% | −4.6% |
| December 31, 2024 | +2.2% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| June 30, 2024 | +3.5% | +4.0% |
| March 31, 2024 | +10.2% | +10.0% |
| December 31, 2023 | +12.7% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +11.2% | +8.3% |
| March 31, 2023 | +9.0% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −19.5% | −16.5% |
| March 31, 2022 | −8.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: LGT Group Foundation Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1911278&type=13F-HR&dateb=&owner=include&count=40CIK 1911278
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1911278/000191127826000007/Filed August 10, 2026 · accession 0001911278-26-000007