Fund HoldingsLGT Group Foundation

Total Portfolio Value
$9.17B
Total Bought
$662.00M
Total Sold
$652.98M
Net Transaction
+$9.02M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TOTALENERGIES SE(TTE)02,060,675+2,060,6750136,3581.49%+136,358
ELI LILLY & CO(LLY)502,883488,683-14,200415,090527,6555.75%+112,566
ALPHABET INC(GOOG)1,591,1541,558,005-33,149389,674488,9805.33%+99,306
ACCENTURE PLC IRELAND
SHS CLASS A
0638,677+638,6770172,4431.88%+172,443
EXXON MOBIL CORP368,537683,487+314,95041,27282,6950.90%+41,423
UBS GROUP AG(UBS)3,244,4633,672,402+427,939131,382171,0381.86%+39,656
APPLE INC(AAPL)1,765,1951,764,294-901450,919481,7935.25%+30,874
S&P GLOBAL INC(SPGI)223,776251,075+27,299107,786132,4901.44%+24,704
ALCON AG(ALC)0935,861+935,861074,6260.81%+74,626
HENRY JACK & ASSOC INC(JKHY)0123,844+123,844022,8550.25%+22,855
JPMORGAN CHASE & CO.(JPM)824,279849,129+24,850256,112274,6252.99%+18,514
BANK AMERICA CORP1,610,5441,749,788+139,24481,62296,7281.05%+15,106
NETFLIX INC(NFLX)0320,918+320,918030,0960.33%+30,096
JOHNSON & JOHNSON(JNJ)369,852400,094+30,24268,81182,7830.90%+13,972
ALPHABET INC(GOOG)323,655295,371-28,28479,47092,9091.01%+13,439
LUMENTUM HLDGS INC(LITE)30,86643,495+12,6295,29016,1440.18%+10,854
SERVICENOW INC(NOW)0157,093+157,093024,2280.26%+24,228
MICRON TECHNOLOGY INC(MU)074,578+74,578021,8240.24%+21,824
MERCADOLIBRE INC(MELI)010,796+10,796021,8170.24%+21,817
WELLS FARGO CO NEW(WFC)300,897342,868+41,97124,33432,3360.35%+8,002
APPLIED MATLS INC038,485+38,485010,0050.11%+10,005
INTUIT(INTU)095,942+95,942064,2700.70%+64,270
CISCO SYS INC(CSCO)449,325487,493+38,16830,89137,7370.41%+6,846
BLACKROCK INC(BLK)46,59055,310+8,72053,16259,9180.65%+6,755
NEWMONT CORP(NEM)147,879187,812+39,93312,71019,1310.21%+6,420
CHUBB LIMITED
COM
200,889200,149-74056,53262,8750.69%+6,343
GOLDMAN SACHS GROUP INC(GS)33,55236,732+3,18026,35532,4870.35%+6,131
WESTERN DIGITAL CORP(WDC)175,517163,849-11,66822,92128,8470.31%+5,926
PARKER-HANNIFIN CORP(PH)011,206+11,20609,9600.11%+9,960
PROLOGIS INC.(PLD)609,425594,024-15,40170,98676,6350.84%+5,649
MERCK & CO INC(MRK)0334,436+334,436035,4700.39%+35,470
SHERWIN WILLIAMS CO(SHW)097,125+97,125031,6780.35%+31,678
CANADIAN NATL RY CO(CNI)0176,267+176,267017,4770.19%+17,477
BOOKING HOLDINGS INC(BKNG)018,492+18,4920100,3591.09%+100,359
TETRA TECH INC NEW(TTEK)03,061,289+3,061,2890103,9921.13%+103,992
AMAZON COM INC(AMZN)01,761,894+1,761,8940409,6934.47%+409,693
NEXTERA ENERGY INC(NEE)1,766,8441,776,084+9,240138,998143,0281.56%+4,030
WHEATON PRECIOUS METALS CORP(WPM)109,718134,936+25,21812,25016,0020.17%+3,752
NEW YORK TIMES CO(NYT)0344,163+344,163024,0050.26%+24,005
ASML HOLDING N V
N Y REGISTRY SHS
7,58610,305+2,7197,61111,0480.12%+3,438
ASTRAZENECA PLC(AZN)037,076+37,07603,4300.04%+3,430
CRH PLC
ORD
1,666,9721,612,649-54,323199,787202,8872.21%+3,101
DEERE & CO(DE)07,832+7,83203,6810.04%+3,681
MOTOROLA SOLUTIONS INC(MSI)010,494+10,49404,0290.04%+4,029
RIO TINTO PLC(RIO)033,573+33,57302,7030.03%+2,703
HALEON PLC(HLN)0274,608+274,60802,7680.03%+2,768
RELX PLC(RELX)066,214+66,21402,7220.03%+2,722
LAM RESEARCH CORP(LRCX)013,783+13,78302,3950.03%+2,395
LAUDER ESTEE COS INC(EL)039,276+39,27604,1570.05%+4,157
UBER TECHNOLOGIES INC(UBER)0476,014+476,014039,0900.43%+39,090
WALMART INC(WMT)115,277125,564+10,28711,75414,0530.15%+2,299
HDFC BANK LTD(HDB)0206,385+206,38507,5210.08%+7,521
SALESFORCE INC(CRM)053,367+53,367014,1910.15%+14,191
AMETEK INC125,021122,449-2,57223,43425,3510.28%+1,917
MCDONALDS CORP(MCD)105,845109,439+3,59431,80933,7100.37%+1,902
INTERNATIONAL BUSINESS MACHS(IBM)104,334105,254+92029,89131,7920.35%+1,901
CORNING INC(GLW)313,564311,598-1,96626,06327,6890.30%+1,625
EMERSON ELEC CO(EMR)317,373319,717+2,34441,63643,2550.47%+1,618
EOG RES INC(EOG)72,85091,975+19,1258,1069,7180.11%+1,612
XYLEM INC(XYL)62,01677,943+15,9279,17110,7240.12%+1,553
ROCKWELL AUTOMATION INC(ROK)021,154+21,15408,3280.09%+8,328
ARISTA NETWORKS INC(ANET)86,658107,515+20,85712,93514,2390.16%+1,304
BERKSHIRE HATHAWAY INC DEL084,761+84,761042,6950.47%+42,695
MEDTRONIC PLC(MDT)63,72875,412+11,6846,0427,2890.08%+1,247
AMERICAN EXPRESS CO(AXP)022,750+22,75008,4950.09%+8,495
COOPER COS INC(COO)014,434+14,43401,1900.01%+1,190
WATERS CORP(WAT)017,155+17,15506,5870.07%+6,587
QUALCOMM INC(QCOM)056,450+56,45009,8030.11%+9,803
BOSTON SCIENTIFIC CORP(BSX)0313,774+313,774030,1250.33%+30,125
CURTISS WRIGHT CORP(CW)01,336+1,33607460.01%+746
DANAHER CORPORATION(DHR)052,502+52,502012,1110.13%+12,111
COUPANG INC(CPNG)34,95474,673+39,7191,1341,8020.02%+668
AUTOMATIC DATA PROCESSING IN05,555+5,55501,4420.02%+1,442
THERMO FISHER SCIENTIFIC INC(TMO)8,6168,864+2484,5735,1720.06%+599
HALLIBURTON CO(HAL)63,87676,126+12,2501,5912,1690.02%+578
HENRY SCHEIN INC(HSIC)082,801+82,80106,3290.07%+6,329
CONSTELLATION ENERGY CORP(CEG)54,69455,210+51619,19219,7170.21%+524
NASDAQ INC(NDAQ)046,070+46,07004,5230.05%+4,523
BROOKFIELD CORP(BN)08,612+8,61203980.00%+398
MICROCHIP TECHNOLOGY INC.(MCHP)06,106+6,10603950.00%+395
EMBRAER S.A.(EMBJ)05,970+5,97003870.00%+387
STATE STR CORP(STT)02,800+2,80003650.00%+365
UNITEDHEALTH GROUP INC(UNH)26,56628,898+2,3329,2539,5990.10%+346
DEUTSCHE BANK A G
NAMEN AKT
138,548135,444-3,1044,9185,2620.06%+343
MCKESSON CORP(MCK)03,790+3,79003,1360.03%+3,136
EATON CORP PLC(ETN)0977+97703130.00%+313
COMPANHIA DE SANEAMENTO BASI(SBS)012,675+12,67503060.00%+306
CAPITAL ONE FINL CORP(COF)01,253+1,25303060.00%+306
YUM BRANDS INC(YUM)01,991+1,99103030.00%+303
AMPHENOL CORP NEW02,212+2,21203010.00%+301
EDWARDS LIFESCIENCES CORP046,070+46,07003,9710.04%+3,971
GE VERNOVA INC(GEV)26,94925,188-1,76116,33516,6150.18%+280
ARES CAPITAL CORP(ARCC)0518,349+518,349010,5170.11%+10,517
TJX COS INC NEW(TJX)09,927+9,92701,5420.02%+1,542
NATIONAL GRID PLC(NGG)03,492+3,49202720.00%+272
ALTRIA GROUP INC(MO)010,940+10,94006320.01%+632
REPUBLIC SVCS INC(RSG)021,381+21,38104,5900.05%+4,590
COHERENT CORP(COHR)04,255+4,25507950.01%+795
ROYAL BK CDA(RY)04,945+4,94508460.01%+846
EDISON INTL(EIX)03,878+3,87802340.00%+234
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