LGT Group Foundation

Q2 2025 13F-HR Holdings

Location
Vaduz, N2
Holdings as of
6/30/2025
Date filed
7/22/2025
Form type
13F-HR
Num holdings
290
Total value ($000)
$7,980,069
Net value change ($000)
+725,731 (10.0%)
New positions
21
Sold out positions
19
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/13/2025 Next filing: 11/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 217,137 39.7%
NVDA 130,969 53.4%
SPGI 87,273 1361.1%
TSM 81,812 32.3%
AVGO 54,549 37.2%
META 50,595 39.5%
CME 43,036 231.5%
JPM 41,691 22.8%
KO 28,432 30.7%
SPOT 24,842 594.6%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -85,183 -19.1%
BK -30,195 -96.4%
PG -24,900 -13.9%
BKNG -22,838 -18.1%
ACN -21,765 -11.7%
UNH -16,514 -65.7%
BRK-B -15,029 -23.6%
SHW -13,919 -34.3%
WSO -12,931 -91.4%
RACE -11,421 -84.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type