DOSSIER · 13F-HR · Q2 2026

LGT Group Foundation

$8.8B in tracked AUM across 1,086 positions as of Q2 2026.

LG

CIK 0001911278 · last filed Jun 30, 2026

Total AUM

$8.8B

as of Q2 2026

Holdings

1,086

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

LGT Group Foundation reported $8.2B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in MSFT, GOOGL, AAPL. Notable moves this quarter: NEE INCREASED (+$82.1M); XOM INCREASED (+$54.1M). 7 new positions initiated, 7 closed out, reflecting 57 total changes from the prior quarter.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

$612M1.7M6.9%02

$553M1.5M6.3%03

$514M1.8M5.8%04

NVIDIA CORPORATION

$498M2.5M5.6%05

$479M400K5.4%06

ASTRAZENECA PLC

$370M2.0M4.2%07

$300M794K3.4%08

JPMORGAN CHASE & CO

$297M908K3.4%09

MASTERCARD INCORPORATED

$239M465K2.7%10

NEXTERA ENERGY INC

Filing history

1,086 positionsView →2026Q1Mar 31

1,124 positionsView →2025Q4Dec 31

1,084 positionsView →2025Q3Sep 30

1,053 positionsLocked 2025Q2Jun 30

1,042 positionsLocked 2025Q1Mar 31

1,053 positionsLocked 2024Q4Dec 31

1,005 positionsLocked 2024Q3Sep 30

1,008 positionsLocked 2024Q2Jun 30

973 positionsLocked 2024Q1Mar 31

890 positionsLocked 2023Q4Dec 31

900 positionsLocked 2023Q3Sep 30

911 positionsLocked

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