Fund Holdings — LGT Group Foundation

Total Portfolio Value
$8.19B
Total Bought
$993.71M
Total Sold
$1.91B
Net Transaction
-$918.22M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ASTRAZENECA PLC(AZN)01,890,121+1,890,1210367,2044.48%+367,204
NEXTERA ENERGY INC(NEE)1,776,0842,423,663+647,579143,028225,1102.75%+82,082
EXXON MOBIL CORP683,487806,314+122,82782,695136,7991.67%+54,104
TOTALENERGIES SE(TTE)2,060,6751,928,801-131,874136,358180,3532.20%+43,995
JOHNSON & JOHNSON(JNJ)400,094497,989+97,89582,783121,7281.49%+38,945
MASTEC INC(MTZ)081,169+81,169026,1150.32%+26,115
MICRON TECHNOLOGY INC(MU)74,578138,844+64,26621,82446,9070.57%+25,083
APPLIED MATLS INC38,48583,839+45,35410,00528,6550.35%+18,650
COSTCO WHOLESALE CORPORATION(COST)3,31919,764+16,4452,87319,6930.24%+16,820
MCDONALDS CORP(MCD)109,439159,612+50,17333,71049,6060.61%+15,895
ABBVIE INC(ABBV)324,084413,651+89,56774,45589,9651.10%+15,510
CONOCOPHILLIPS(COP)309,598333,480+23,88229,13344,0190.54%+14,886
MEDTRONIC PLC(MDT)75,412255,800+180,3887,28922,1650.27%+14,876
CISCO SYS INC(CSCO)487,493677,292+189,79937,73752,5510.64%+14,814
GE AEROSPACE(GE)28,82582,479+53,6548,98723,4050.29%+14,418
SYNOPSYS INC(SNPS)2,23035,448+33,2181,05814,0540.17%+12,996
WESTERN DIGITAL CORP(WDC)163,849154,500-9,34928,84741,7910.51%+12,943
PEPSICO INC(PEP)325,658385,269+59,61146,94759,8280.73%+12,882
STRYKER CORPORATION(SYK)12,02651,476+39,4504,25916,9140.21%+12,656
ADVANCED MICRO DEVICES INC(AMD)34,21697,916+63,7007,36819,9190.24%+12,551
PFIZER INC(PFE)1,989,3102,206,233+216,92349,71361,9510.76%+12,238
DOMINION ENERGY INC(D)0160,296+160,29609,9090.12%+9,909
GOLDMAN SACHS GROUP INC(GS)36,73249,654+12,92232,48742,0070.51%+9,520
CHEVRON CORPORATION(CVX)155,418158,904+3,48623,67232,8770.40%+9,206
FASTENAL CO(FAST)1,132,4011,172,841+40,44046,28154,4200.66%+8,139
EQUINIX INC(EQIX)10,86716,597+5,7308,36416,2690.20%+7,905
VERIZON COMMUNICATIONS INC(VZ)367,004407,122+40,11814,93720,4380.25%+5,500
WATERS CORP(WAT)17,15538,760+21,6056,58711,5430.14%+4,955
SOFI TECHNOLOGIES INC(SOFI)0308,100+308,10004,8930.06%+4,893
CATERPILLAR INC(CAT)2,2048,455+6,2511,2735,9900.07%+4,717
MARATHON PETE CORP(MPC)52,78454,398+1,6148,64713,2830.16%+4,636
COMFORT SYS USA INC(FIX)8793,504+2,6258324,8320.06%+4,000
PROLOGIS INC.(PLD)594,024604,975+10,95176,63579,9660.98%+3,331
CHUBB LTD SWITZ
COM
200,149203,043+2,89462,87566,1780.81%+3,303
EMCOR GROUP INC(EME)13,49515,267+1,7728,33011,2720.14%+2,941
WALMART INC(WMT)125,564136,411+10,84714,05316,9530.21%+2,900
DICKS SPORTING GOODS INC(DKS)3,18716,137+12,9506343,2000.04%+2,566
SIMON PPTY GROUP INC NEW(SPG)71,62984,125+12,49613,38215,6920.19%+2,309
TEXAS INSTRS INC(TXN)105,353106,301+94818,48120,6370.25%+2,156
ROYAL BK CDA(RY)4,94516,098+11,1538462,6030.03%+1,757
IDEXX LABS INC(IDXX)8113,879+3,0685532,1800.03%+1,626
EMERSON ELEC CO(EMR)319,717342,347+22,63043,25544,8540.55%+1,600
SUNBELT RENTALS HOLDINGS INC(SUNB)021,654+21,65401,4090.02%+1,409
ENBRIDGE INC(ENB)252,190247,764-4,42612,08713,4230.16%+1,336
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
6,4437,770+1,3271,8053,0440.04%+1,239
ALPHABET INC(GOOG)1,558,0051,704,701+146,696488,980490,2045.98%+1,224
TEXAS PACIFIC LAND CORPORATI(TPL)02,388+2,38801,1330.01%+1,133
REALTY INCOME CORP(O)200,403203,549+3,14611,42912,4530.15%+1,024
KLA CORP(KLAC)7,6447,035-6099,50610,3580.13%+852
DELL TECHNOLOGIES INC(DELL)30,57228,960-1,6123,9114,7530.06%+842
DEERE & CO(DE)7,8327,974+1423,6814,4920.05%+811
COUPANG INC(CPNG)74,673136,802+62,1291,8022,5830.03%+781
CAPITAL ONE FINL CORP(COF)1,2535,306+4,0533069680.01%+662
VERTIV HOLDINGS CO(VRT)32,48723,883-8,6045,3395,9850.07%+646
ALTRIA GROUP INC(MO)10,94018,640+7,7006321,2300.02%+598
BARRICK MNG CORP(B)5,00018,897+13,8972217720.01%+552
RIO TINTO PLC(RIO)33,57334,623+1,0502,7033,2300.04%+527
SLB LIMITED(SLB)22,56727,010+4,4438701,3880.02%+518
AMETEK INC122,449120,577-1,87225,35125,8470.32%+496
ARES CAPITAL CORP(ARCC)518,349609,697+91,34810,51710,9870.13%+469
PAYCHEX INC(PAYX)2,7538,101+5,3483127460.01%+434
HALLIBURTON CO(HAL)76,12666,710-9,4162,1692,6010.03%+432
MICROCHIP TECHNOLOGY INC.(MCHP)6,10612,187+6,0813957870.01%+392
THE CAMPBELLS COMPANY(CPB)016,755+16,75503730.00%+373
MAIN STR CAP CORP(MAIN)06,532+6,53203460.00%+346
COLGATE PALMOLIVE CO(CL)33,39735,079+1,6822,6552,9900.04%+334
EDISON INTL(EIX)3,8787,751+3,8732345670.01%+333
FERRARI N V
COM
4,3605,739+1,3791,6241,9420.02%+318
CREDICORP LTD(BAP)1,9512,589+6385668780.01%+312
WABTEC(WAB)01,183+1,18302960.00%+296
HESS MIDSTREAM LP(HESM)6,49912,994+6,4952245050.01%+281
PROCTER & GAMBLE CO(PG)1,019,2611,018,375-886146,825147,0941.80%+270
BLOCK H & R INC23,23640,093+16,8571,0121,2730.02%+261
PDD HOLDINGS INC(PDD)02,400+2,40002450.00%+245
IDEX CORP(IEX)01,272+1,27202410.00%+241
H WORLD GROUP LTD(HTHT)04,700+4,70002360.00%+236
BECTON DICKINSON & CO(BDX)01,492+1,49202350.00%+235
VALERO ENERGY CORP(VLO)2,9282,853-754837050.01%+222
TRANSDIGM GROUP INC(TDG)0184+18402130.00%+213
HALEON PLC(HLN)274,608297,369+22,7612,7682,9770.04%+209
MARVELL TECHNOLOGY INC(MRVL)48,87444,772-4,1024,2404,4350.05%+194
MOTOROLA SOLUTIONS INC(MSI)10,4949,728-7664,0294,2220.05%+193
ITAU UNIBANCO HLDG S A(ITUB)20,39140,153+19,7621473360.00%+190
YUM CHINA HLDGS INC(YUMC)30,23233,111+2,8791,4451,6150.02%+170
CURTISS WRIGHT CORP(CW)1,3361,33607469100.01%+164
DOW HLDGS INC(DOW)8,9408,954+142103730.00%+163
NICE LTD(NICE)7,0018,563+1,5627919440.01%+153
KB FINL GROUP INC(KB)13,26913,020-2491,1461,2980.02%+152
QUANTA SVCS INC1,1501,152+24936320.01%+139
COMCAST CORP NEW(CCZ)465,835490,751+24,91613,96114,0890.17%+128
BRISTOL-MYERS SQUIBB CO(BMY)19,82419,82401,0751,2020.01%+128
EATON CORP PLC(ETN)9771,210+2333134330.01%+119
ILLINOIS TOOL WKS INC(ITW)9791,394+4152463630.00%+117
AMGEN INC(AMGN)4,9034,884-191,6121,7180.02%+107
AGNICO EAGLE MINES LTD(AEM)3,0443,04405226180.01%+96
EVERSOURCE ENERGY(ES)3,5854,867+1,2822423370.00%+95
ECOLAB INC(ECL)19,86820,085+2175,2555,3430.07%+88
NATIONAL GRID PLC(NGG)3,4924,209+7172723560.00%+85
COMPANHIA DE SANEAMENTO BASI(SBS)12,67512,695+203063870.00%+81
SOUTHERN COPPER CORP(SCCO)1,8271,947+1202663350.00%+69
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LGT Group Foundation — 13F Holdings — Q1 2026 | TickerTrail