Fund HoldingsLGT Group Foundation

Total Portfolio Value
$7.25B
Total Bought
$1.43B
Total Sold
$606.75M
Net Transaction
+$823.57M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ELI LILLY & CO(LLY)0442,388+442,3880365,3735.04%+365,373
MASTERCARD INCORPORATED(MA)369,786512,315+142,529194,718280,8103.87%+86,092
PROCTER AND GAMBLE CO(PG)561,9881,049,317+487,32994,217178,8252.47%+84,607
TAIWAN SEMICONDUCTOR MFG LTD(TSM)896,9211,526,445+629,524177,133253,3903.49%+76,257
NEXTERA ENERGY INC(NEE)01,761,459+1,761,4590124,8701.72%+124,870
JPMORGAN CHASE & CO.(JPM)525,801746,340+220,539126,040183,0772.52%+57,037
META PLATFORMS INC(META)133,707222,048+88,34178,287127,9801.76%+49,693
AUTODESK INC137,432314,583+177,15140,62182,3581.14%+41,737
PROLOGIS INC.(PLD)315,020667,396+352,37633,29874,6081.03%+41,311
COCA COLA CO(KO)01,295,205+1,295,205092,7631.28%+92,763
PEPSICO INC(PEP)0308,576+308,576046,2680.64%+46,268
ACCENTURE PLC IRELAND
SHS CLASS A
431,862593,910+162,048151,925185,3242.55%+33,399
TETRA TECH INC NEW(TTEK)02,734,057+2,734,057079,9711.10%+79,971
AIRBNB INC401,074689,413+288,33952,70582,3571.14%+29,652
OWENS CORNING NEW(OC)229,297474,224+244,92739,05467,7290.93%+28,675
MICROSOFT CORP(MSFT)1,231,8801,458,182+226,302519,237547,3877.55%+28,150
UBER TECHNOLOGIES INC(UBER)92,600435,627+343,0275,58631,7400.44%+26,154
INTUIT(INTU)48,53691,301+42,76530,50556,0580.77%+25,553
MONDELEZ INTL INC(MDLZ)0648,208+648,208043,9810.61%+43,981
ABBVIE INC(ABBV)0229,325+229,325048,0480.66%+48,048
BERKSHIRE HATHAWAY INC DEL92,515119,469+26,95441,93563,6270.88%+21,692
BOSTON SCIENTIFIC CORP(BSX)0311,411+311,411031,4150.43%+31,415
AMAZON COM INC(AMZN)1,668,5202,026,742+358,222366,057385,6085.32%+19,551
WORKDAY INC(WDAY)7,02589,785+82,7601,81320,9670.29%+19,155
VERISIGN INC073,557+73,557018,6740.26%+18,674
BANK NEW YORK MELLON CORP0373,577+373,577031,3320.43%+31,332
WELLS FARGO CO NEW(WFC)0292,878+292,878021,0260.29%+21,026
EMERSON ELEC CO(EMR)114,807297,879+183,07214,22832,6590.45%+18,431
CME GROUP INC(CME)070,074+70,074018,5900.26%+18,590
EQUIFAX INC(EFX)76,928143,046+66,11819,60534,8400.48%+15,235
SALESFORCE INC(CRM)15,38873,822+58,4345,14519,8110.27%+14,666
PFIZER INC(PFE)916,7461,533,401+616,65524,32138,8560.54%+14,535
WEST PHARMACEUTICAL SVSC INC(WST)107,124221,041+113,91735,09049,4870.68%+14,397
NVIDIA CORPORATION(NVDA)1,732,8892,264,238+531,349232,710245,3983.38%+12,688
CRH PLC
ORD
795,108978,682+183,57473,56386,0951.19%+12,531
FERRARI N V
COM
031,431+31,431013,4490.19%+13,449
INTUITIVE SURGICAL INC61,49087,248+25,75832,09543,2110.60%+11,116
MERCADOLIBRE INC(MELI)1,0496,508+5,4591,78412,6960.18%+10,912
NETAPP INC(NTAP)0287,132+287,132025,2220.35%+25,222
UNITEDHEALTH GROUP INC(UNH)29,48847,981+18,49314,91725,1300.35%+10,213
PROGRESSIVE CORP(PGR)108,682127,803+19,12126,04136,1700.50%+10,128
MCKESSON CORP(MCK)014,325+14,32509,6410.13%+9,641
JOHNSON & JOHNSON(JNJ)0307,343+307,343050,9700.70%+50,970
EXXON MOBIL CORP230,646270,237+39,59124,81132,1390.44%+7,329
UBS GROUP AG(UBS)03,281,006+3,281,006099,7151.37%+99,715
ROPER TECHNOLOGIES INC(ROP)38,59244,681+6,08920,06226,3430.36%+6,281
FAIR ISAAC CORP(FICO)03,359+3,35906,1950.09%+6,195
VEEVA SYS INC(VEEV)126,228141,162+14,93426,53932,6970.45%+6,158
ALCON AG(ALC)0590,426+590,426055,5750.77%+55,575
HDFC BANK LTD(HDB)081,719+81,71905,4290.07%+5,429
MONOLITHIC PWR SYS INC(MPWR)09,045+9,04505,2460.07%+5,246
CHEVRON CORP NEW(CVX)110,657127,158+16,50116,02821,2720.29%+5,245
INTERNATIONAL BUSINESS MACHS(IBM)095,266+95,266023,6890.33%+23,689
S&P GLOBAL INC(SPGI)012,620+12,62006,4120.09%+6,412
CISCO SYS INC(CSCO)352,284416,649+64,36520,85525,7110.35%+4,856
ASML HOLDING N V
N Y REGISTRY SHS
4677,805+7,3383245,1720.07%+4,848
BOOKING HOLDINGS INC(BKNG)24,46527,416+2,951121,552126,3031.74%+4,751
EMCOR GROUP INC(EME)08,708+8,70803,2190.04%+3,219
CITIGROUP INC(C)240,188282,534+42,34616,90720,0570.28%+3,150
AMERICAN TOWER CORP NEW(AMT)049,132+49,132010,6910.15%+10,691
CYBERARK SOFTWARE LTD85,40392,644+7,24128,45231,3140.43%+2,862
CORNING INC(GLW)300,113373,025+72,91214,26117,0770.24%+2,816
COSTAR GROUP INC(CSGP)0172,482+172,482013,6660.19%+13,666
VERIZON COMMUNICATIONS INC(VZ)0342,973+342,973015,5570.21%+15,557
ARES CAPITAL CORP(ARCC)383,610499,153+115,5438,39711,0610.15%+2,664
GOLDMAN SACHS GROUP INC(GS)8,14513,353+5,2084,6647,2950.10%+2,631
AMETEK INC0122,068+122,068021,0130.29%+21,013
QUALCOMM INC(QCOM)53,81568,616+14,8018,26710,5400.15%+2,273
MSC INDL DIRECT INC(MSM)0123,944+123,94409,6270.13%+9,627
WHEATON PRECIOUS METALS CORP(WPM)096,897+96,89707,5200.10%+7,520
CANADIAN NATL RY CO(CNI)0111,206+111,206010,8240.15%+10,824
RYAN SPECIALTY HOLDINGS INC(RYAN)019,802+19,80201,4630.02%+1,463
REPUBLIC SVCS INC(RSG)029,391+29,39107,1170.10%+7,117
VERISK ANALYTICS INC(VRSK)46,07047,081+1,01112,68914,0120.19%+1,323
NEWMONT CORP(NEM)0142,711+142,71106,8900.09%+6,890
CONOCOPHILLIPS(COP)0597,814+597,814062,7820.87%+62,782
VISA INC(V)337,180307,221-29,959106,562107,6691.48%+1,106
HCA HEALTHCARE INC(HCA)019,268+19,26806,6580.09%+6,658
GE AEROSPACE(GE)042,739+42,73908,5540.12%+8,554
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)03,694+3,69401,0440.01%+1,044
GITLAB INC(GTLB)021,133+21,13309930.01%+993
AT&T INC(T)0153,699+153,69904,3470.06%+4,347
WATSCO INC(WSO)27,94627,847-9913,24314,1550.20%+911
DEUTSCHE BANK A G
NAMEN AKT
0134,235+134,23503,2040.04%+3,204
BLOCK H & R INC039,321+39,32102,1590.03%+2,159
MAKEMYTRIP LIMITED MAURITIUS
SHS
08,744+8,74408570.01%+857
INTERNATIONAL PAPER CO(IP)015,525+15,52508280.01%+828
MCDONALDS CORP(MCD)29,87930,320+4418,6629,4710.13%+809
BAXTER INTL INC039,325+39,32501,3460.02%+1,346
REALTY INCOME CORP(O)0154,298+154,29808,9510.12%+8,951
VERTEX PHARMACEUTICALS INC(VRTX)03,388+3,38801,6430.02%+1,643
MEDPACE HLDGS INC(MEDP)02,237+2,23706820.01%+682
SANDISK CORP(SNDK)014,255+14,25506790.01%+679
SCOTTS MIRACLE-GRO CO(SMG)012,169+12,16906680.01%+668
NETFLIX INC(NFLX)14,05014,108+5812,52313,1560.18%+633
PDD HOLDINGS INC(PDD)012,379+12,37901,4650.02%+1,465
TOTALENERGIES SE(TTE)035,568+35,56802,3010.03%+2,301
T-MOBILE US INC(TMUS)015,430+15,43004,1150.06%+4,115
FISERV INC(FISV)05,836+5,83601,2890.02%+1,289
ICICI BANK LIMITED(IBN)54,56669,191+14,6251,6292,1810.03%+552
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