LGT Group Foundation
SEC Form 13F institutional filer · CIK 0001911278
13F-HR · 207 reported holdings · 2026-03-31
Financial services group.
Reported long-US-equity value
$7.13B
Top-10 concentration
49.4%
LGT Group Foundation — $7.13B AUM allocation strategy
LGT Group Foundation files SEC Form 13F and reports $7.13B of long US equity value across 207 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 23.4%, followed by Financials 10.2% and Communication Services 9.7%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LGT Group Foundation — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$7.13B
total across 207 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NEE +648K sh · +$82.1M+$PFE +217K sh · +$12.2M+$CSCO +190K sh · +$14.8M
Biggest trims (shares)
−$BAC −703K sh · −$45.7M−$MDLZ −266K sh · −$13.3M−$GLW −218K sh · −$14.9M
Exited to nil (held last quarter, gone now)
$INTU ($64.3M last qtr)$CSGP ($23.6M last qtr)$GEV ($16.6M last qtr)$MCK ($3.14M last qtr)$PM ($2.54M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services9.7%—
- Semiconductors8.2%—
- Systems Software7.5%—
- Pharmaceuticals6.9%—
- Technology Hardware, Storage & Peripherals6.0%—
- Broadline Retail4.9%—
- Transaction & Payment Processing Services4.9%—
- Diversified Banks3.8%—
- Other holdings48.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 1.45M | $538M | -71.2K | 7.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 1.7M | $490M | +147K | 6.9% |
| $AAPL | Apple Inc | 1.69M | $428M | -78.6K | 6.0% |
| $NVDA | NVIDIA Corporation | 2.36M | $411M | -42.2K | 5.8% |
| $LLY | Eli Lilly and Company | 400K | $368M | -89K | 5.2% |
| $AMZN | Amazon.com Inc | 1.69M | $353M | -68.6K | 4.9% |
| $JPM | JP Morgan Chase & Co | 915K | $269M | +66.1K | 3.8% |
| $MA | Mastercard Incorporated | 475K | $237M | -18.3K | 3.3% |
| $NEE | NextEra Energy Inc | 2.42M | $225M | +648K | 3.2% |
| $META | Meta Platforms Inc | 348K | $199M | +19.4K | 2.8% |
…and 197 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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