EdgeMarket › What Lgt Group Foundation reported owning
What Lgt Group Foundation reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.2BPositions
283Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 538.3M | 6.6% | 1.5M | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 490.2M | 6.0% | 1.7M | 344.82 | +73.0% |
| AAPL Apple Inc. | 427.8M | 5.2% | 1.7M | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 411.3M | 5.0% | 2.4M | 214.72 | +22.4% |
| LLY ELI LILLY & Co | 367.6M | 4.5% | 399.7K | 1,255.40 | +78.0% |
| AZN ASTRAZENECA PLC | 367.2M | 4.5% | 1.9M | 165.98 | — |
| AMZN AMAZON COM INC | 352.7M | 4.3% | 1.7M | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 269.2M | 3.3% | 915.3K | 351.58 | +20.3% |
| MA Mastercard Inc | 237.3M | 2.9% | 474.9K | 580.63 | -2.0% |
| NEE NEXTERA ENERGY INC | 225.1M | 2.7% | 2.4M | 83.65 | +9.8% |
| META Meta Platforms, Inc. | 199.0M | 2.4% | 347.9K | 549.90 | -26.5% |
| TTE TotalEnergies SE | 180.4M | 2.2% | 1.9M | 89.89 | +42.5% |
| AVGO Broadcom Inc. | 172.2M | 2.1% | 556.2K | 368.45 | +26.5% |
| CRH CRH PUBLIC LTD CO | 170.6M | 2.1% | 1.6M | 95.07 | -14.2% |
| PG PROCTER & GAMBLE Co | 147.1M | 1.8% | 1.0M | 144.68 | -9.3% |
| XOM ExxonMobil Holdings Corp | 136.8M | 1.7% | 806.3K | 165.11 | +52.1% |
| UBS UBS Group AG | 132.2M | 1.6% | 3.4M | 53.29 | +34.1% |
| ACN Accenture plc | 122.5M | 1.5% | 617.5K | 185.28 | -27.4% |
| JNJ JOHNSON & JOHNSON | 121.7M | 1.5% | 498.0K | 270.24 | +51.1% |
| V VISA INC. | 112.0M | 1.4% | 370.6K | 371.04 | +7.9% |
| SPGI S&P Global Inc. | 106.7M | 1.3% | 250.8K | 431.29 | -22.6% |
| KO COCA COLA CO | 103.5M | 1.3% | 1.4M | 91.10 | +28.9% |
| TTEK TETRA TECH INC | 95.2M | 1.2% | 3.2M | 37.00 | +3.8% |
| ABBV AbbVie Inc. | 90.0M | 1.1% | 413.7K | 264.96 | +26.7% |
| PLD Prologis, Inc. | 80.0M | 1.0% | 605.0K | 141.80 | +28.7% |
| HD HOME DEPOT, INC. | 73.8M | 0.9% | 224.4K | 335.61 | -16.5% |
| GOOG Alphabet Inc. | 72.8M | 0.9% | 253.8K | 341.75 | +70.7% |
| CB Chubb Ltd | 66.2M | 0.8% | 203.0K | 340.99 | +21.9% |
| ADSK Autodesk, Inc. | 65.5M | 0.8% | 273.4K | 253.82 | -12.1% |
| PFE PFIZER INC | 62.0M | 0.8% | 2.2M | 28.07 | +10.6% |
| PEP PEPSICO INC | 59.8M | 0.7% | 385.3K | 143.48 | -4.8% |
| BLK BlackRock, Inc. | 57.4M | 0.7% | 59.7K | 1,156.55 | +2.5% |
| FAST FASTENAL CO | 54.4M | 0.7% | 1.2M | 51.26 | +3.5% |
| CSCO CISCO SYSTEMS, INC. | 52.6M | 0.6% | 677.3K | 111.04 | +65.5% |
| WST WEST PHARMACEUTICAL SERVICES INC | 51.0M | 0.6% | 203.6K | 353.08 | +43.3% |
| BAC BANK OF AMERICA CORP /DE/ | 51.0M | 0.6% | 1.0M | 61.69 | +27.6% |
| OC Owens Corning | 49.7M | 0.6% | 459.5K | 148.06 | -0.4% |
| MCD MCDONALDS CORP | 49.6M | 0.6% | 159.6K | 270.95 | -13.5% |
| BKNG Booking Holdings Inc. | 49.3M | 0.6% | 11.7K | 209.62 | -7.1% |
| ALC ALCON INC | 47.6M | 0.6% | 642.7K | 73.63 | -9.1% |
| MU MICRON TECHNOLOGY INC | 46.9M | 0.6% | 138.8K | 966.78 | +724.8% |
| EMR EMERSON ELECTRIC CO | 44.9M | 0.5% | 342.3K | 157.26 | +20.1% |
| COP CONOCOPHILLIPS | 44.0M | 0.5% | 333.5K | 134.87 | +42.1% |
| GS GOLDMAN SACHS GROUP INC | 42.0M | 0.5% | 49.7K | 1,039.28 | +44.2% |
| WDC WESTERN DIGITAL CORP | 41.8M | 0.5% | 154.5K | 459.44 | +507.4% |
| unmapped CUSIP 084670702 | 40.7M | 0.5% | 84.9K | — | — |
| PANW Palo Alto Networks Inc | 35.2M | 0.4% | 219.7K | 357.87 | +94.0% |
| CME CME GROUP INC. | 33.4M | 0.4% | 113.2K | 274.98 | +0.1% |
| CVX CHEVRON CORP | 32.9M | 0.4% | 158.9K | 205.27 | +34.0% |
| ISRG INTUITIVE SURGICAL INC | 32.7M | 0.4% | 70.8K | 378.81 | -21.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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